Silver Heights Capital Management Inc VC / PE / Holdco

Name: Silver Heights Capital Management Inc Q2 2026 13F Filing | 13F Explorer
Creator: Silver Heights Capital Management Inc
Published: 2026-08-12

Location: Toronto, Ontario, Canada

CIK: 0001705712 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 12, 2026

Total Value: $324M (100.0% shares, 0.0% debt)

Holdings (4)

Increased Positions (1)

ADBE Adobe Inc. 14.0%

Value $45.4M (+21.9%) Shares 221,426 (+44.6%) Est. Cost $285.91 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ADBE	Adobe Inc.	221,426 (+44.6%)	$45.4M (+21.9%)	14.0%	$285.91	—	COM	00724F101

Decreased Positions (2)

IRDM Iridium Communications Inc. 55.4%

Value $180M (+25.8%) Shares 3,274,947 (-36.4%) Est. Cost $20.36 Unrealized —

HEI/A Heico Corp new 15.7%

Value $50.78M (+20.7%) Shares 196,891 (-1.2%) Est. Cost $44.14 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IRDM	Iridium Communications Inc.	3,274,947 (-36.4%)	$180M (+25.8%)	55.4%	$20.36	—	COM	46269C102
HEI/A	Heico Corp new	196,891 (-1.2%)	$50.78M (+20.7%)	15.7%	$44.14	—	CL A	422806208

Unchanged Positions (1)

KMX Carmax Inc 14.9%

Value $48.29M Shares 912,993 Est. Cost $67.14 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
KMX	Carmax Inc	912,993	$48.29M	14.9%	$67.14	—	COM	143130102