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Silver Heights Capital Management Inc - Portfolio Stock Holdings

Silver Heights Capital Management Inc disclosed 4 stock positions in a recent SEC 13F filing. $324,095,959 of stock holdings were filed, with the largest holdings including IRDM, HEI.A, and KMX. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 2026.

We estimate the fund has a total AUM of $727,058,697 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

4

Est. Stock Holding Value:

$324,095,959

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Silver Heights Capital Management Inc

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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