Fund Universe

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☆Silver Heights Capital Management Inc

CIK 0001705712 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.925
AUM ($M)
324
Positions
4
Turnover
0.01
Top-10 wt
100%
Herfindahl
0.374
History (qtrs)
6
Excess Return
-49.0%

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Quarter
Activity this period
Security type

Holdings · 4 positions · portfolio value $324M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IRDM funds › Iridium Communications Inc. TRIM Common Stock 55.4% +0.6% 179.6 3,274,947 -1,870,532 5 —
☆HEIA funds › Heico Corp new TRIM Common Stock 15.7% -0.5% 50.8 196,891 -2,460 5 —
☆KMX funds › Carmax Inc TRIM Common Stock 14.9% +0.2% 48.3 912,993 -4,705 5 —
☆ADBE funds › Adobe Inc. ADD Common Stock 14.0% -0.3% 45.4 221,426 +68,248 3 -49.0%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 324 4 0.01 100% 0.374 0.925 — in
2026Q1 260 4 0.20 100% 0.369 0.690 — in
2025Q4 252 5 0.14 100% 0.267 0.749 — in
2025Q3 223 4 0.08 100% 0.327 0.818 — in
2025Q2 262 4 0.03 100% 0.363 0.897 — entered
2025Q1 220 4 0.00 100% 0.345 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status