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, and represent 100.00% of Silver Heights Capital Management's stock portfolio.
  • Added to shares of these 1 stock: ADBE (+$14M).
  • Reduced shares in these 3 stocks: IRDM (-$103M), HEI.A, KMX.
  • Silver Heights Capital Management was a net seller of stock by $-90M.
  • Silver Heights Capital Management has $324M in assets under management (AUM), dropping by 24.55%.
  • Central Index Key (CIK): 0001705712

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Positions held by Silver Heights Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Silver Heights Capital Management

Silver Heights Capital Management holds 4 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Iridium Communications (IRDM) 55.4 $180M -36% 3.3M 54.85
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Heico Corp Cl A (HEI.A) 15.7 $51M 197k 257.91
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CarMax (KMX) 14.9 $48M 913k 52.89
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Adobe Systems Incorporated (ADBE) 14.0 $45M +44% 221k 205.02
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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

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