Institutional Fund
Silver Heights Capital Management Inc
Toronto, OntarioCIK 17057125 filings on record
Portfolio Value
$260.21M
Q1 2026
Holdings
4
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+3.2%
from $252.06M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Iridium Communications Inc54.9%
- Heico Corp New16.2%
- Carmax Inc14.7%
- Adobe Inc14.3%
Portfolio Holdings
4 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Iridium Communications Inc | 5.15M | $142.74M | 54.9% | −105.7K | Reduced |
| 2 | Heico Corp New | 199.4K | $42.08M | 16.2% | −106.8K | Reduced |
| 3 | Carmax Inc | 917.7K | $38.16M | 14.7% | −13.5K | Reduced |
| 4 | Adobe Inc | 153.2K | $37.23M | 14.3% | +55.3K | Added |