Silver Heights Capital Management 13F filings and top holdings and stakes

Silver Heights Capital Management as of March 31, 2026

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	Share Count	Share Price
Iridium Communications (IRDM)	54.9	$143M	5.1M	27.74
Heico Corp Cl A (HEI.A)	16.2	$42M	199k	211.09
CarMax (KMX)	14.7	$38M	918k	41.58
Adobe Systems Incorporated (ADBE)	14.3	$37M	153k	243.08

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