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§ 13F · FUND PROFILE

Silver Heights Capital Management Inc.

AUM · $324M (13F)Positions · 4Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 12, 2026
#TickerNameShares$ value% portΔ Q2
1IRDMIridium Communications Inc.3.27M$180M55.4%−36%
2HEI/AHeico Corp new197K$51M15.7%−1%
3KMXCarmax Inc913K$48M14.9%−1%
4ADBEAdobe Inc.221K$45M14.0%+45%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE SILVER SIGNAL

AC read

Silver Heights Capital Management Inc is a Other fund managing $324 million in assets. The fund runs a focused portfolio of just 4 positions.

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