Trish Campbell

Silver Heights Capital Management Inc

Assets Managed

$260.209M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

3.24%(2Q avg: 8.14%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Silver Heights Capital Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4 positions.

Assets under management

The assets under management (AUM) of Silver Heights Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 260.209M in assets, with a quarterly growth rate of 3.24% and a 2-quarter average growth rate of 8.14%. The portfolio is managed by Trish Campbell, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IRDM Iridium Communications Inc Recent Activity Decreased -2.01%	54.86%	$142.736M 5.145M shares@ $27.74 avg price	Decreased -2.01%
HEI.A Heico Corp-class A Recent Activity Decreased -34.87%	16.18%	$42.081M 199,351 shares@ $211.1 avg price	Decreased -34.87%
KMX Carmax Inc Recent Activity Decreased -1.44%	14.67%	$38.158M 917,698 shares@ $41.59 avg price	Decreased -1.44%
ADBE Adobe Inc Recent Activity Increased 56.57%	14.31%	$37.235M 153,178 shares@ $243.08 avg price	Increased 56.57%

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