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Silver Heights Capital Management Inc

hedge fundUpdated 29 days ago

Managed by Silver Heights Capital Management Inc • Latest filing Q2 2026

Portfolio value
$324.1M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-6.2%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$301M
Q2 2023$317.4M
Q3 2023$250.7M
Q4 2023$259.6M
Q1 2024$253.2M
Q2 2024$236.9M
Q3 2024$239.1M
Q4 2024$224.9M
Q1 2025$220.1M
Q2 2025$262.2M
Q3 2025$223M
Q4 2025$252.1M
Q1 2026$260.2M
Q2 2026$324.1M

Top holdings

4 positions as of Q2 2026

View filing
I

Iridium Communications Inc.

Value
$179.6M
Shares
3.27M
% Port
55.43%
H

Heico Corp new

Value
$50.8M
Shares
196.9K
% Port
15.67%
K
3.KMX

Carmax Inc

Value
$48.3M
Shares
913.0K
% Port
14.90%
A

Adobe Inc.

Value
$45.4M
Shares
221.4K
% Port
14.01%

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