# Silver Heights Capital Management Inc: Form 13F holdings

An institutional investment manager in TORONTO. SEC CIK 1705712.

- Quarter ended: 2026-06-30
- Filed: 2026-08-12
- Reported value: $324.1m
- Positions: 4 (4 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1705712/000170571226000013/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Iridium Communications Inc. (IRDM)](/companies/irdm.md) | COM | $179.6m | 55.4% | 3,274,947 |  | Reduced −1,870,532 |
| [Heico Corp new (HEI)](/companies/hei.md) | CL A | $50.8m | 15.7% | 196,891 |  | Reduced −2,460 |
| [Carmax Inc (KMX)](/companies/kmx.md) | COM | $48.3m | 14.9% | 912,993 |  | Reduced −4,705 |
| [Adobe Inc. (ADBE)](/companies/adbe.md) | COM | $45.4m | 14.0% | 221,426 |  | Added +68,248 |

Source: SEC EDGAR, Form 13F-HR, accession 0001705712-26-000013. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.