Silver Heights Capital Management

Latest statistics and disclosures from Silver Heights Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IRDM, HEI.A, KMX, ADBE, PII, and represent 100.00% of Silver Heights Capital Management's stock portfolio.
  • Added to shares of these 4 stocks: ADBE (+$34M), IRDM, KMX, PII.
  • Started 1 new stock position in ADBE.
  • Reduced shares in these 1 stock: HEI.A.
  • Silver Heights Capital Management was a net buyer of stock by $35M.
  • Silver Heights Capital Management has $252M in assets under management (AUM), dropping by 13.03%.
  • Central Index Key (CIK): 0001705712

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Portfolio Holdings for Silver Heights Capital Management

Silver Heights Capital Management holds 5 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Iridium Communications (IRDM) 36.2 $91M 5.3M 17.38
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Heico Corp Cl A (HEI.A) 30.7 $77M 306k 252.43
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CarMax (KMX) 14.3 $36M 931k 38.64
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Adobe Systems Incorporated (ADBE) 13.6 $34M NEW 98k 349.99
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Polaris Industries (PII) 5.3 $13M 210k 63.25
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Past Filings by Silver Heights Capital Management

SEC 13F filings are viewable for Silver Heights Capital Management going back to 2017

View all past filings