The Analysis of Silver Heights Capital Management Inc's Holdings & P&L

Currently, Silver Heights Capital Management Inc holds 4 types of securities in its portfolio with a total value $260.2M. In the most recent quarter, they have increased their positions in ADBE (+55.3K shares, valued at $13.5M); decreased their positions in HEI.A (-106.8K shares, valued at $22.5M), IRDM (-105.7K shares, valued at $2.9M), KMX (-13.5K shares, valued at $560.1K).

1M P&L

+50.5M+14.43%

3M P&L

+119.7M+42.57%

HY P&L

+163.7M+69.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Telecom Services91.3M

36.2%

2N/A77.3M

30.7%

3Auto & Truck Dealerships36.0M

14.3%

Top Industries by Stock Count

1Software - Application1 stocks

20.0%

2Auto & Truck Dealerships1 stocks

20.0%

3N/A1 stocks

20.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IRDM Iridium Communications Inc.5.1M shares-2.01%2026-03-312026-05-13

HEI.A Heico Corp new199.4K shares-34.88%2026-03-312026-05-13

KMX Carmax Inc917.7K shares-1.45%2026-03-312026-05-13

ADBE Adobe Inc.153.2K shares56.56%2026-03-312026-05-13

IRDM

Iridium Communications Inc.

-2.01%

Shares5.1M

Event2026-03-31

Filed2026-05-13

HEI.A

Heico Corp new

-34.88%

Shares199.4K

Event2026-03-31

Filed2026-05-13

KMX

Carmax Inc

-1.45%

Shares917.7K

Event2026-03-31

Filed2026-05-13

ADBE

Adobe Inc.

56.56%

Shares153.2K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available