Silver Heights Capital Management Inc IRDM — Iridium Communications Inc

Ownership history in Silver Heights Capital Management Inc  ·  36 quarters on record

AI Ownership Summary

Silver Heights Capital Management Inc reported Iridium Communications Inc (IRDM) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 48.65% in 2025 Q2. The latest visible filing shows IRDM at 36.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Silver Heights Capital Management Inc's position in Iridium Communications Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IRDM was reported at 36.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
48.65% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IRDM stock page Silver Heights Capital Management Inc fund profile Silver Heights Capital Management Inc full holdings
How Silver Heights Capital Management Inc held IRDM — position size vs. price
% of Fund (quarterly)    IRDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 5,251,133 +61,430 +1.2% 36.21% $91.3M 2026-02-14 (Est.) $23.03
2025 Q3 ADDED — — — 5,189,703 +961,440 +22.7% 40.63% $90.6M 2025-11-13 $16.46
2025 Q2 ADDED — — — 4,228,263 +501,400 +13.5% 48.65% $127.6M 2025-08-14 $24.39
2025 Q1 ADDED — — — 3,726,863 +11,392 +0.3% 46.26% $101.8M 2025-05-14 $24.65
2024 Q4 REDUCED — — — 3,715,471 -9,796 -0.3% 47.95% $107.8M 2025-02-13 $30.97
2024 Q3 REDUCED — — — 3,725,267 -9,387 -0.3% 47.44% $113.4M 2024-11-13 $27.81
2024 Q2 ADDED — — — 3,734,654 +253,167 +7.3% 41.97% $99.4M 2024-08-13 $25.73
2024 Q1 ADDED — — — 3,481,487 +825,260 +31.1% 35.97% $91.1M 2024-05-14 $28.87
2023 Q4 ADDED — — — 2,656,227 +214,508 +8.8% 42.12% $109.3M 2024-02-13 $32.33
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IRDM

As of 2026 Q1 — sorted by position size

Oak Thistle LLC 3Y 0.3% CX Institutional 3Y 7Y 0.23% PINNACLE ASSOCIATES LTD 3Y 7Y 0.2% Values First Advisors, Inc. 3Y 0.15% Corecam Pte. Ltd. 0.14% Carolina Wealth Advisors, LLC 3Y 0.11% WEALTH EFFECTS LLC 3Y 0.1% CULLEN INVESTMENT GROUP, LTD. 0.08% Inspire Investing, LLC 3Y 7Y 0.06% PFS Partners, LLC 0.05%

FAQ About Silver Heights Capital Management Inc and IRDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Silver Heights Capital Management Inc reported owning IRDM?

Silver Heights Capital Management Inc reported IRDM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IRDM position in Silver Heights Capital Management Inc's portfolio?

The largest reported portfolio weight for IRDM was 48.65% in 2025 Q2.

What is the latest reported IRDM position on this page?

The most recent filing on this page is 2025 Q4, when Silver Heights Capital Management Inc reported 5,251,133 shares, equal to 36.21% of portfolio, with an estimated market value of $91.3M.

What does the chart on this IRDM ownership page compare?

The chart compares Silver Heights Capital Management Inc's quarterly IRDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Silver Heights Capital Management Inc time their IRDM position?

Based on 13F filing dates vs. subsequent IRDM price moves, Silver Heights Capital Management Inc correctly timed 19 out of 35 reported position changes (54%). The annualised alpha on IRDM relative to SPY over the holding period was +4.1%.

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