Silver Heights Capital Management Inc: 13F holdings
CIK 17057122026Q2
| Positions | 4 |
|---|
| Reported value | $324.1m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 4 (+0 vs prior quarter) |
|---|
| Reported value | $324.1m (+24.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IRDM Iridium Communications Inc. | 3,274,947 | $179.6m | 55.4% |
| HEI.A Heico Corp new | 196,891 | $50.8m | 15.7% |
| KMX Carmax Inc | 912,993 | $48.3m | 14.9% |
| ADBE Adobe Inc. | 221,426 | $45.4m | 14.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1705712")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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