Holdings of Silver Heights Capital Management Inc
4 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Industrials 16.2 %
- Technology 14.3 %
- Unattributed 69.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 4 | 260.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Iridium Communications Inc | 5,145,479 | 142.7M $ | |
| 2 | HEICO Corp | 199,351 | 42.1M $ | |
| 3 | CarMax Inc | 917,698 | 38.2M $ | |
| 4 | Adobe Inc | 153,178 | 37.2M $ |