Silver Heights Capital Management Inc holds a concentrated book of 4 stocks worth $324.1M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Polaris Inc and trimmed Iridium Communications Inc. Their largest long position is Iridium Communications Inc at 55% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Silver Heights Capital Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HUNTINGTON NATIONAL BANK | 6 / 4 | $14.8M |
| BlackRock, Inc. | 5 / 4 | $12.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 5 / 4 | $7.9B |
| STATE STREET CORP | 5 / 4 | $5.4B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5 / 4 | $3.9B |
| GEODE CAPITAL MANAGEMENT, LLC | 5 / 4 | $3.1B |
| PRINCIPAL FINANCIAL GROUP INC | 5 / 4 | $2.1B |
| FMR LLC | 5 / 4 | $1.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Silver Heights Capital Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Iridium Communications Inc. COM | $179.6M | 3.27M | 55.4% | ▼−36% Reduced · −1.9M sh | |
| 2 | Heico Corp new CL A | $50.8M | 196.9K | 15.7% | ▼−1.2% Reduced · −2K sh | |
| 3 | Carmax Inc COM | $48.3M | 913.0K | 14.9% | ▼−0.5% Reduced · −5K sh | |
| 4 | Adobe Inc. COM | $45.4M | 221.4K | 14.0% | ▲+45% Added · +68K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1705712/holdings"
Use Arkolith to show Silver Heights Capital Management Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 4 | $324.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 4 | $260.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 5 | $252.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 4 | $223.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 4 | $262.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 4 | $220.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 4 | $224.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 5 | $239.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.