StockDriftsStockDriftsTop 4 Silver Heights Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IRDM | Iridium Communications Inc. | 54.85% | 5.15M | $142.7M | -2.01%(-105.65K) | $21.15(+105.37%) | 2026-03-31 | |
| HEI-A | Heico Corp new | 16.17% | 199.4K | $42.1M | -34.88%(-106.76K) | $40.31(+452.02%) | 2026-03-31 | |
| KMX | Carmax Inc | 14.66% | 917.7K | $38.2M | -1.45%(-13.47K) | $66.90(-43.06%) | 2026-03-31 | |
| ADBE | Adobe Inc. | 14.31% | 153.2K | $37.2M | +56.56%(+55.34K) | $331.56(-28.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.63% | -30.98% |
| Top 20 Holdings Unweighted | -5.41% | -15.36% |
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