Silver Heights Capital Management Inc.
13F Reported Value
ⓘ$324.1M
Holdings
4
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Silver Heights Capital Management Inc. disclosed 4 positions worth $324.1M in its Form 13F-HR for Q2 2026, led by $IRDM (Iridium Communications Inc.) at 55.4% of the equity portfolio, followed by $HEI.A and $KMX. The portfolio is most concentrated in Communication Services (55.4% of disclosed assets). All figures are sourced directly from Silver Heights Capital Management Inc.’s Form 13F-HR filing with the SEC under CIK 1705712.
AI Fund Analysis
StableSector Allocation
13fpro.ai/research/fund/silver-heights-capital-management-inc-1705712
AUM History
13fpro.ai/research/fund/silver-heights-capital-management-inc-1705712
Top Equity Holdings by Value
13fpro.ai/research/fund/silver-heights-capital-management-inc-1705712
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 60.8#807
Quality
$179.6M3,274,947 sh - 75.4#96
Quality
$50.8M196,891 sh - 49.8#1,601
Quality
$48.3M912,993 sh - 77.8
Quality
$45.4M221,426 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 60.8#807 | $179.6M | 3,274,947 | |
| 75.4#96 | $50.8M | 196,891 | |
| 49.8#1,601 | $48.3M | 912,993 | |
| 77.8 | $45.4M | 221,426 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Silver Heights Capital Management Inc.'s 4 positions.
Showing top 4 of 4 holdings.
Sector Allocation
Communication Services
$179.6M
Industrials
$50.8M
Consumer Discretionary
$48.3M
Technology
$45.4M
Full Holdings — Silver Heights Capital Management Inc. (Q2 2026)
All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
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AI-Powered Hedge Fund Analysis: Silver Heights Capital Management Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Silver Heights Capital Management Inc. (SEC CIK: 1705712), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Silver Heights Capital Management Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.