Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Silver Heights Capital Management Inc (CIK 1705712) reported $260.2M across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IRDM ($142.7M, 54.85%), HEI.A ($42.1M, 16.17%), KMX ($38.2M, 14.66%), ADBE ($37.2M, 14.31%), PII ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IRDM | Iridium Communications Inc. | $142.7M | 54.85% | 5.1M | Trimmed |
| 2 | HEI.A | Heico Corp new | $42.1M | 16.17% | 199,351 | Trimmed |
| 3 | KMX | Carmax Inc | $38.2M | 14.66% | 917,698 | Trimmed |
| 4 | ADBE | Adobe Inc. | $37.2M | 14.31% | 153,178 | Added |
| 5 | PII | Polaris Inc. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31