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Silver Heights Capital Management Inc

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13F filer, CIK 1705712, TORONTO, Ontario, Canada

Silver Heights Capital Management Inc reported $324,095,960 across 4 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001705712-26-000013

Period
2026-06-30
Reported value
$324M
Holdings
4
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ADBEadded+68,248$14M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IRDMreduced-1,870,532-$103M
HEI-Areduced-2,460-$634K
KMXreduced-4,705-$249K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001705712-26-000013, largest first. % of portfolio is the value over $324,095,960, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IRDMIRIDIUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,725,267 shares; 2024Q4: 3,715,471 shares; 2025Q1: 3,726,863 shares; 2025Q2: 4,228,263 shares; 2025Q3: 5,189,703 shares; 2025Q4: 5,251,133 shares; 2026Q1: 5,145,479 shares; 2026Q2: 3,274,947 shares 3,274,947$180M55.43%-1,870,532Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,908 shares; 2024Q4: 315,888 shares; 2025Q1: 313,589 shares; 2025Q2: 314,837 shares; 2025Q3: 309,596 shares; 2025Q4: 306,110 shares; 2026Q1: 199,351 shares; 2026Q2: 196,891 shares 196,891$50.8M15.67%-2,460Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567,441 shares; 2024Q4: 565,597 shares; 2025Q1: 558,265 shares; 2025Q2: 663,689 shares; 2025Q3: 926,167 shares; 2025Q4: 931,168 shares; 2026Q1: 917,698 shares; 2026Q2: 912,993 shares 912,993$48.3M14.9%-4,705Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,837 shares; 2026Q1: 153,178 shares; 2026Q2: 221,426 shares 221,426$45.4M14.01%+68,248Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001705712-26-000013 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001705712-26-000013 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0001705712-26-000010 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0001705712-26-000002 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001705712-25-000014 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0001705712-25-000007 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001705712-25-000004 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001705712-25-000002 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001705712-24-000009 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001705712-24-000007 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001705712-24-000005 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001705712-24-000002 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001705712-23-000009 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001705712-23-000007 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0001705712-23-000005 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001705712-23-000002 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001705712-22-000010 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001705712-22-000008 Quarter ended 2022-06-302022-08-11acceptance time not in the bulk data set
13F-HR 0001705712-22-000005 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001567619-22-003855 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001567619-21-019658 Quarter ended 2021-09-302021-11-10acceptance time not in the bulk data set
13F-HR 0001567619-21-015440 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0001567619-21-009890 Quarter ended 2021-03-312021-05-13acceptance time not in the bulk data set
13F-HR 0001567619-21-002930 Quarter ended 2020-12-312021-02-11acceptance time not in the bulk data set
13F-HR 0001567619-20-019316 Quarter ended 2020-09-302020-11-12acceptance time not in the bulk data set
13F-HR 0001567619-20-014760 Quarter ended 2020-06-302020-08-11acceptance time not in the bulk data set
13F-HR 0001567619-20-009384 Quarter ended 2020-03-312020-05-11acceptance time not in the bulk data set
13F-HR 0001567619-20-002841 Quarter ended 2019-12-312020-02-12acceptance time not in the bulk data set
13F-HR 0001567619-19-020591 Quarter ended 2019-09-302019-11-07acceptance time not in the bulk data set
13F-HR 0001567619-19-015533 Quarter ended 2019-06-302019-07-31acceptance time not in the bulk data set
13F-HR 0001567619-19-010275 Quarter ended 2019-03-312019-05-09acceptance time not in the bulk data set
13F-HR 0001567619-19-003130 Quarter ended 2018-12-312019-02-12acceptance time not in the bulk data set
13F-HR 0001567619-18-005622 Quarter ended 2018-09-302018-11-13acceptance time not in the bulk data set
13F-HR 0001140361-18-034165 Quarter ended 2018-06-302018-07-30acceptance time not in the bulk data set
13F-HR 0001140361-18-022487 Quarter ended 2018-03-312018-05-09acceptance time not in the bulk data set
13F-HR 0001140361-18-005821 Quarter ended 2017-12-312018-02-08acceptance time not in the bulk data set
13F-HR 0001140361-17-042027 Quarter ended 2017-09-302017-11-13acceptance time not in the bulk data set
13F-HR 0001140361-17-031054 Quarter ended 2017-06-302017-08-10acceptance time not in the bulk data set
13F-HR 0001140361-17-019228 Quarter ended 2017-03-312017-05-10acceptance time not in the bulk data set
13F-HR 0001140361-17-019225 Quarter ended 2016-12-312017-05-10acceptance time not in the bulk data set