Silver Heights Capital Management Inc

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Silver Heights Capital Management Inc reported 5 stock positions worth $236.9 million. Its top holding was Iridium Communications (IRDM) at 42.0% of the portfolio, followed by Heico Class A (HEI.A, 23.7%) and Carmax (KMX, 17.6%). Compared with Q1 2024, it added to 2 and reduced 3. The biggest buy was Iridium Communications (IRDM, shares +7%) and the biggest sale Stericycle (SRCL, shares −42%).

Most Recent 13F
Q2 2026
Location
TORONTO, A6
CIK
0001705712
Portfolio Value
$236.9M (Q2 2024)
SEC Filing
0001705712-24-000007 ↗ filed Aug 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $253.2M Q1 2024 Q2 2024: $236.9M $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 Q2 2026

Holdings 5 stocks · $236.9M
IRDM Iridium Communications Inc. 41.97% 3,734,654 $99.4M Add +7.3%
HEI.A Heico Corp. Class A 23.69% 316,138 $56.1M Reduce -23.9%
KMX Carmax Inc. 17.61% 568,909 $41.7M Add +23.6%
SRCL Stericycle Inc. 9.76% 397,903 $23.1M Reduce -41.9%
PII Polaris Inc. 6.96% 210,613 $16.5M Reduce -4.2%

Portfolio Sells Q1 2024 → Q2 2024
SRCL Stericycle Inc. Reduce -41.9% 9.76% −4.49
PII Polaris Inc. Reduce -4.2% 6.96% −1.73
HEI.A Heico Corp. Class A Reduce -23.9% 23.69% −1.57

Portfolio Buys Q1 2024 → Q2 2024
IRDM Iridium Communications Inc. Add +7.3% 41.97% +6.00
KMX Carmax Inc. Add +23.6% 17.61% +1.78

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