Silver Heights Capital Management Inc reported 4 positions worth $324.10M for the quarter ended Jun 30, 2026, up 24.6% on the prior quarter. It opened 0 new positions, added to 1, trimmed 3 and exited 0. Its largest holding is Iridium Communications Inc. at 55.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ADBE Adobe Inc. | +68.2K | +44.6% | $13.99M | 14.01% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IRDM Iridium Communications Inc. | Communication Services | 3.27M | $179.63M | 55.43% | -1.87M | -36.4% | Reduced | 3.06% |
| 2 | HEI-A Heico Corp | Industrials | 196.9K | $50.78M | 15.67% | -2,460 | -1.2% | Reduced | 0.23% |
| 3 | KMX Carmax Inc | Consumer Discretionary | 913.0K | $48.29M | 14.9% | -4,705 | -0.5% | Reduced | 0.64% |
| 4 | ADBE Adobe Inc. | Technology | 221.4K | $45.40M | 14.01% | +68.2K | +44.6% | Added | 0.06% |
Tip. Select a row to see that position’s full history at Silver Heights Capital Management.
As of its Q2 2026 13F filing, Silver Heights Capital Management Inc’s five largest positions were Iridium Communications Inc. (IRDM) at 55.4%, Heico Corp (HEI-A) at 15.7%, Carmax Inc (KMX) at 14.9%, Adobe Inc. (ADBE) at 14.0% of the reported portfolio.
Silver Heights Capital Management Inc reported a 13F portfolio worth $324.10M across 4 positions for Q2 2026. That is up 24.6% from the previous quarter.
Its largest purchases by value were Adobe Inc. ($13.99M). It opened 0 new positions.
Its largest sales by value were Iridium Communications Inc. ($102.60M), Heico Corp ($634.46K), Carmax Inc ($248.85K). It exited 0 positions entirely.
From the Form 13F-HR reports Silver Heights Capital Management Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.