Silver Heights Capital Management Inc

CIK 0001705712 · TORONTO, A6 · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗

Silver Heights Capital Management Inc reported 4 positions worth $324.1M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IRDM (55.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$324.1M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

4 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IRDM	Iridium Communications Inc.	SH	$179.6M	55.43%	3,274,947	—	—
▸ 2	HEI-A	Heico Corp new	SH	$50.8M	15.67%	196,891	—	—
▸ 3	KMX	Carmax Inc	SH	$48.3M	14.90%	912,993	—	—
▸ 4	ADBE	Adobe Inc.	SH	$45.4M	14.01%	221,426	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Silver Heights Capital Management Inc hold as of Q2 2026?

Silver Heights Capital Management Inc reported 4 positions worth $324.1M in its Q2 2026 13F filing. Largest positions: IRDM (55.4%), HEI-A (15.7%), KMX (14.9%) and ADBE (14.0%).

What did Silver Heights Capital Management Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Silver Heights Capital Management Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.