Silver Heights Capital Management Inc
Net seller this quarter
$324M
4
-$89.5M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IRDM | $180M | 55.43% | 3.10% | -36.4% | Q4 2016 |
 HEI.A | $50.8M | 15.67% | Not reported | -1.2% | Q4 2016 |
 KMX | $48.3M | 14.90% | 0.64% | -0.5% | Q4 2016 |
 ADBE | $45.4M | 14.01% | 0.06% | +44.6% | Q4 2025 |
| Q1 2026 | |||||
| IRDM | $143M | 54.85% | 4.90% | -2.0% | Q4 2016 |
| HEI.A | $42.1M | 16.17% | Not reported | -34.9% | Q4 2016 |
| KMX | $38.2M | 14.66% | 0.65% | -1.5% | Q4 2016 |
| ADBE | $37.2M | 14.31% | 0.04% | +56.6% | Q4 2025 |
| Q4 2025 | |||||
| IRDM | $91.3M | 36.21% | 5.01% | +1.2% | Q4 2016 |
| HEI.A | $77.3M | 30.66% | Not reported | -1.1% | Q4 2016 |
| KMX | $36M | 14.27% | 0.66% | +0.5% | Q4 2016 |
| ADBE | $34.2M | 13.58% | 0.02% | New | Q4 2025 |
 PII | $13.3M | 5.28% | 0.37% | +0.5% | Q2 2020 |
| Q3 2025 | |||||
| IRDM | $90.6M | 40.63% | 4.89% | +22.7% | Q4 2016 |
| HEI.A | $78.7M | 35.28% | Not reported | -1.7% | Q4 2016 |
| KMX | $41.6M | 18.64% | 0.63% | +39.6% | Q4 2016 |
| PII | $12.2M | 5.46% | 0.37% | -0.6% | Q2 2020 |