Silver Heights Capital Management Inc
CIK 1705712 · View on SEC EDGAR ↗
- Portfolio value
- $324.1M
- Positions
- 4
- As of
- June 30, 2026
#4,951 of 9,443 by 13F value · top 52.4%
Portfolio value QoQ: +24.6% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 4
- Effective number of positions
- 2.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.79% Est. buys $13,992,205 · sells $103,481,986
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 80.0% still held
- New positions
- 0
- Increased
- 1
- Decreased
- 3
- Closed
- 1
On this page
Sector breakdown
Telecommunication
55.4%
Retail
14.9%
Technology
14.0%
Other/Unmapped
15.7%
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IRDM Iridium Communications Inc - Common Stock | $179,630,843 | 55.43% | 3,274,947 | $36,895,256 | Down ×2 | ||
| HEIA | $50,780,158 | 15.67% | 196,891 | $8,699,155 | Down ×4 | ||
| KMX CarMax Inc | $48,288,200 | 14.90% | 912,993 | $10,130,317 | Down ×2 | ||
| ADBE Adobe Inc. - Common Stock | $45,396,759 | 14.01% | 221,426 | $8,162,251 | Up ×2 | ||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| PII | March 31, 2026 | 210,272 | $13,299,704 | 20.4% |