Silver Heights Capital Management Inc

Est. AUM

$260.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Iridium Communications Inc.	COM	$142.7M	5145479	54.85%	SOLE
2	Heico Corp new	CL A	$42.1M	199351	16.17%	SOLE
3	Carmax Inc	COM	$38.2M	917698	14.66%	SOLE
4	Adobe Inc.	COM	$37.2M	153178	14.31%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.