Fund HoldingsSilver Heights Capital Management Inc

Total Portfolio Value
$324.10M
Total Bought
$8.16M
Total Sold
$55.72M
Net Transaction
-$47.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Iridium Communications Inc.(IRDM)5,145,4793,274,947-1,870,532142,736179,63155.43%+36,895
Carmax Inc(KMX)917,698912,993-4,70538,15848,28814.90%+10,130
Heico Corp new199,351196,891-2,46042,08150,78015.67%+8,699
Adobe Inc.(ADBE)153,178221,426+68,24837,23545,39714.01%+8,162
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