StockDriftsStockDriftsTop 4 Silver Heights Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IRDM | Iridium Communications Inc. | 55.43% | 3.27M | $179.6M | -36.35%(-1.87M) | $21.15(+132.71%) | 2026-06-30 | |
| HEI-A | Heico Corp new | 15.67% | 196.9K | $50.8M | -1.23%(-2.46K) | $40.31(+566.57%) | 2026-06-30 | |
| KMX | Carmax Inc | 14.9% | 913.0K | $48.3M | -0.51%(-4.71K) | $66.90(-12.85%) | 2026-06-30 | |
| ADBE | Adobe Inc. | 14.01% | 221.4K | $45.4M | +44.55%(+68.25K) | $298.12(-9.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.24% | +3.76% | +3.41% | +18.26% |
| Top 20 Holdings Unweighted | -1.53% | -4.53% | -0.41% | -2.01% |
Silver Heights Capital Management INC reports $324.10M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are IRDM (55.4%), HEI-A (15.7%) and KMX (14.9%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +3.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Silver Heights Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1705712). View Silver Heights Capital Management INC’s 13F filings on SEC