Institutional
Silver Heights Capital Management Inc
CIK 0001705712
$260.2M
Reported AUM
4
Positions
Q1 2026
Period
2026-05-13
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IRDM | Iridium Communications Inc. | $47.36 | -9.05% | 75.34% | 19.37% | $142.7M | 54.85% | −105,654 | −2.0% |
| 2 | HEI/A | Heico Corp new | — | — | — | — | $42.1M | 16.17% | −106,759 | −34.9% |
| 3 | KMX | Carmax Inc | $47.15 | 0.49% | -28.25% | -64.80% | $38.2M | 14.66% | −13,470 | −1.4% |
| 4 | ADBE | Adobe Inc. | $251.44 | -2.70% | -39.69% | -59.55% | $37.2M | 14.31% | +55,341 | +56.6% |
| 5 | PII | Polaris Inc. | $66.06 | -4.07% | 70.92% | -40.50% | — | — | −210,272 | EXITED |
Source: SEC EDGAR · accession 0001705712-26-000010. 13F discloses long positions only — shorts, foreign equities, and options are excluded.