Silver Heights Capital Management Inc

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Silver Heights Capital Management Inc reported 4 stock positions worth $324.1 million. Its top holding was Iridium Communications (IRDM) at 55.4% of the portfolio, followed by Heico Class A (HEI.A, 15.7%) and Carmax (KMX, 14.9%). Compared with Q1 2026, it added to 1 and reduced 3. The biggest buy was Adobe (ADBE, shares +45%) and the biggest sale Heico Class A (HEI.A, shares −1%).

Most Recent 13F
Q2 2026
Location
TORONTO, A6
CIK
0001705712
Portfolio Value
$324.1M (Q2 2026)
SEC Filing
0001705712-26-000013 ↗ filed Aug 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $253.2M Q1 2024 Q2 2024: $236.9M Q2 2024 Q3 2024: $239.1M Q3 2024 Q4 2024: $224.9M Q4 2024 Q1 2025: $220.1M Q1 2025 Q2 2025: $262.2M Q2 2025 Q3 2025: $223.0M Q3 2025 Q4 2025: $252.1M Q4 2025 Q1 2026: $260.2M Q1 2026 Q2 2026: $324.1M $324.1M Q2 2026

Holdings 4 stocks · $324.1M
IRDM Iridium Communications Inc. 55.43% 3,274,947 $179.6M Reduce -36.4%
HEI.A Heico Corp. Class A 15.67% 196,891 $50.8M Reduce -1.2%
KMX Carmax Inc. 14.90% 912,993 $48.3M Reduce -0.5%
ADBE Adobe Inc. 14.01% 221,426 $45.4M Add +44.5%

Portfolio Sells Q1 2026 → Q2 2026
HEI.A Heico Corp. Class A Reduce -1.2% 15.67% −0.50
KMX Carmax Inc. Reduce -0.5% 14.90% +0.23
IRDM Iridium Communications Inc. Reduce -36.4% 55.43% +0.57

Portfolio Buys Q1 2026 → Q2 2026
ADBE Adobe Inc. Add +44.5% 14.01% −0.30

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$324.1MIRDM, HEI.A, KMX, ADBE
Q1 2026 4$260.2MIRDM, HEI.A, KMX, ADBE
Q4 2025 5$252.1MIRDM, HEI.A, KMX, ADBE, PII
Q3 2025 4$223.0MIRDM, HEI.A, KMX, PII
Q2 2025 4$262.2MIRDM, HEI.A, KMX, PII
Q1 2025 4$220.1MIRDM, HEI.A, KMX, PII
Q4 2024 4$224.9MIRDM, HEI.A, KMX, PII
Q3 2024 5$239.1MIRDM, HEI.A, KMX, PII, SRCL
Q2 2024 5$236.9MIRDM, HEI.A, KMX, SRCL, PII
Q1 2024 5$253.2MIRDM, HEI.A, KMX, SRCL, PII