Silver Heights Capital Management Inc
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Iridium Communications Inc.(IRDM) | 5,251,133 | 5,145,479 | -105,654 | 91,264,692 | 142,735,587 | 54.85% | +51,470,895 |
| Adobe Inc.(ADBE) | 97,837 | 153,178 | +55,341 | 34,241,972 | 37,234,508 | 14.31% | +2,992,536 |
| Carmax Inc(KMX) | 931,168 | 917,698 | -13,470 | 35,980,331 | 38,157,883 | 14.66% | +2,177,552 |
| Polaris Inc.(PII) | 210,272 | 0 | -210,272 | 13,299,704 | 0 | — | -13,299,704 |
| Heico Corp new | 306,110 | 199,351 | -106,759 | 77,271,347 | 42,081,003 | 16.17% | -35,190,344 |