2026 Q1 Portfolio Activity
In 2026 Q1, Silver Heights Capital Management Inc maintained a portfolio of 5 distinct positions. They heavily accumulated shares in Adobe Inc., increasing the position by 56.6%. The fund also reduced its exposure to Heico Corp new by 34.9%.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
IRDM (54.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Silver Heights Capital Management Inc Full Holdings List — 2026 Q1
| 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 | 54.85% | 36.21% |
#1
Prev: #1
|
6.5 |
—
|
-105,654 | -2.0% |
P
S
|
5,145,479 | $142,735,587 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HEI/A
Heico Corp new
|
Industrials | 16.17% | 30.66% |
#2
Prev: #2
|
5.5 |
—
|
-106,759 | -34.9% |
P
S
|
199,351 | $42,081,003 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KMX
Carmax Inc
|
Consumer Cyclical | 14.66% | 14.27% |
#3
Prev: #3
|
5.5 |
—
|
-13,470 | -1.4% |
P
S
|
917,698 | $38,157,883 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ADBE
Adobe Inc.
|
Technology | 14.31% | 13.58% |
#4
Prev: #4
|
7.5 |
—
|
55,341 | 56.6% |
P
S
|
153,178 | $37,234,508 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PII
Polaris Inc.
|
Consumer Cyclical | 0.00% | 5.28% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-210,272 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-5 of 5 holdings