2026 Q2 Portfolio Activity
In 2026 Q2, Silver Heights Capital Management Inc maintained a portfolio of 4 distinct positions. They heavily accumulated shares in Adobe Inc., increasing the position by 44.6%. The fund also reduced its exposure to Iridium Communications Inc. by 36.4%.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
IRDM (55.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Silver Heights Capital Management Inc Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IRDM
Iridium Communi...
|
Communication Services | 55.43% | 54.85% |
#1
Prev: #1
|
6.0 |
—
|
-1,870,532 | -36.4% |
P
S
|
3,274,947 | $179,630,843 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
HEI/A
Heico Corp new
|
Industrials | 15.67% | 16.17% |
#2
Prev: #2
|
6.0 |
—
|
-2,460 | -1.2% |
P
S
|
196,891 | $50,780,158 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KMX
Carmax Inc
|
Consumer Cyclical | 14.90% | 14.66% |
#3
Prev: #3
|
5.5 |
—
|
-4,705 | -0.5% |
P
S
|
912,993 | $48,288,200 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ADBE
Adobe Inc.
|
Technology | 14.01% | 14.31% |
#4
Prev: #4
|
7.0 |
—
|
68,248 | 44.6% |
P
S
|
221,426 | $45,396,759 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-4 of 4 holdings