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 4 stocks: HEI.A (-$23M), PII (-$13M), IRDM, KMX.
  • Sold out of its position in PII.
  • Silver Heights Capital Management was a net seller of stock by $-26M.
  • Silver Heights Capital Management has $260M in assets under management (AUM), dropping by 3.23%.
  • Central Index Key (CIK): 0001705712

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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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Iridium Communications (IRDM) 54.9 $143M -2% 5.1M 27.74
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Heico Corp Cl A (HEI.A) 16.2 $42M -34% 199k 211.09
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CarMax (KMX) 14.7 $38M 918k 41.58
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Adobe Systems Incorporated (ADBE) 14.3 $37M +56% 153k 243.08
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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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