本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Silver Heights Capital Management Inc (CIK 1705712) reported $324.1M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IRDM ($179.6M, 55.43%), HEIA ($50.8M, 15.67%), KMX ($48.3M, 14.90%), ADBE ($45.4M, 14.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IRDM | Iridium Communications Inc. | $179.6M | 55.43% | 3.3M | Trimmed |
| 2 | HEIA | Heico Corp new | $50.8M | 15.67% | 196,891 | Trimmed |
| 3 | KMX | Carmax Inc | $48.3M | 14.90% | 912,993 | Trimmed |
| 4 | ADBE | Adobe Inc. | $45.4M | 14.01% | 221,426 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30