Silver Heights Capital Management Inc — 13F holdings

Silver Heights Capital Management Inc reported 4 holdings worth $324M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. IRDM IRIDIUM COMMUNICATIONS INC — $180M (55.4%)
2. HEI.A HEICO CORP NEW — $50.8M (15.7%)
3. KMX CARMAX INC — $48.3M (14.9%)
4. ADBE ADOBE INC — $45.4M (14.0%)