Hedge Fund - Silver Heights Capital Management

13F Holdings

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Last updated on August 12, 2026, 9:48am based on SEC 13F filings Last update: August 12, 2026, 9:48am

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Iridium Communications Inc.	IRDM	3,274,947	$179,630,843	-37%	55.43%
2.	Heico Corp	HEI	196,891	$50,780,158	-2%	15.67%
3.	Carmax Inc	KMX	912,993	$48,288,200	-1%	14.9%
4.	Adobe Inc.	ADBE	221,426	$45,396,759	+45%	14.01%