Silver Heights Capital Management Inc — Q1 2026 13F-HR

← Silver Heights Capital Management Inc

Q1 2026 · 13F-HR

Silver Heights Capital Management Incholdings as filed

Filed 2026-05-13 · accession 0001705712-26-000010

$260.2M

Reported value

Positions

2026-03-31

Period end

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The Brief · Silver Heights Capital Management Inc · Q1 2026

AI · grounded in 13F

Silver Heights Capital Management Inc closed its entire position in Polaris Inc. PII, reducing its holdings by $13.3M. The fund increased its stake in Adobe Inc. ADBE by 56.56%. Additionally, the fund trimmed its positions in Heico Corp new HEI/A by 34.88%, Iridium Communications Inc. IRDM by 2.01%, and Carmax Inc KMX by 1.45%.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
46269C102	IRDM	Iridium Communications Inc.	$142.7M	54.9%	5,145,479	Common	SOLE
422806208	HEI/A	Heico Corp new	$42.1M	16.2%	199,351	Common	SOLE
143130102	KMX	Carmax Inc	$38.2M	14.7%	917,698	Common	SOLE
00724F101	ADBE	Adobe Inc.	$37.2M	14.3%	153,178	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.