Silver Heights Capital Management’s Iridium Communications IRDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $180M | Sell |
3,274,947
-1,870,532
| -36% | -$80M | 55.43% | 1 |
|
|
2026
Q1 | $143M | Sell |
5,145,479
-105,654
| -2% | -$2.38M | 54.85% | 1 |
|
|
2025
Q4 | $91.3M | Buy |
5,251,133
+61,430
| +1% | +$1.09M | 36.21% | 1 |
|
|
2025
Q3 | $90.6M | Buy |
5,189,703
+961,440
| +23% | +$23.8M | 40.63% | 1 |
|
|
2025
Q2 | $128M | Buy |
4,228,263
+501,400
| +13% | +$13M | 48.65% | 1 |
|
|
2025
Q1 | $102M | Buy |
3,726,863
+11,392
| +0.3% | +$334K | 46.26% | 1 |
|
|
2024
Q4 | $108M | Sell |
3,715,471
-9,796
| -0.3% | -$291K | 47.95% | 1 |
|
|
2024
Q3 | $113M | Sell |
3,725,267
-9,387
| -0.3% | -$256K | 47.44% | 1 |
|
|
2024
Q2 | $99.4M | Buy |
3,734,654
+253,167
| +7% | +$7.13M | 41.97% | 1 |
|
|
2024
Q1 | $91.1M | Buy |
3,481,487
+825,260
| +31% | +$26.8M | 35.97% | 1 |
|
|
2023
Q4 | $109M | Buy |
2,656,227
+214,508
| +9% | +$8.49M | 42.12% | 1 |
|
|
2023
Q3 | $111M | Buy |
2,441,719
+13,395
| +0.6% | +$694K | 44.3% | 1 |
|
|
2023
Q2 | $151M | Sell |
2,428,324
-1,919
| -0.1% | -$119K | 47.52% | 1 |
|
|
2023
Q1 | $151M | Sell |
2,430,243
-1,760
| -0.1% | -$105K | 50.01% | 1 |
|
|
2022
Q4 | $125M | Sell |
2,432,003
-41,360
| -2% | -$2.08M | 46.56% | 1 |
|
|
2022
Q3 | $110M | Sell |
2,473,363
-20,305
| -0.8% | -$880K | 44.16% | 1 |
|
|
2022
Q2 | $93.7M | Buy |
2,493,668
+9,347
| +0.4% | +$349K | 40% | 1 |
|
|
2022
Q1 | $100M | Buy |
2,484,321
+56,510
| +2% | +$2.13M | 39.3% | 1 |
|
|
2021
Q4 | $100M | Buy |
2,427,811
+38,575
| +2% | +$1.56M | 37.37% | 1 |
|
|
2021
Q3 | $95.2M | Sell |
2,389,236
-21,180
| -0.9% | -$889K | 34.7% | 1 |
|
|
2021
Q2 | $96.4M | Buy |
2,410,416
+7,873
| +0.3% | +$306K | 33.59% | 1 |
|
|
2021
Q1 | $99.1M | Sell |
2,402,543
-44,580
| -2% | -$1.95M | 34.93% | 1 |
|
|
2020
Q4 | $96.2M | Sell |
2,447,123
-9,410
| -0.4% | -$296K | 36.14% | 1 |
|
|
2020
Q3 | $62.8M | Sell |
2,456,533
-987
| -0% | -$27.2K | 29.37% | 1 |
|
|
2020
Q2 | $62.5M | Buy |
2,457,520
+136,320
| +6% | +$3.2M | 30.41% | 1 |
|
|
2020
Q1 | $51.8M | Sell |
2,321,200
-176,575
| -7% | -$4.57M | 37.61% | 1 |
|
|
2019
Q4 | $61.5M | Sell |
2,497,775
-529,100
| -17% | -$12.7M | 31.55% | 1 |
|
|
2019
Q3 | $64.4M | Buy |
3,026,875
+28,600
| +1% | +$682K | 32.61% | 1 |
|
|
2019
Q2 | $69.7M | Buy |
2,998,275
+24,730
| +0.8% | +$616K | 34.36% | 1 |
|
|
2019
Q1 | $78.6M | Sell |
2,973,545
-100,750
| -3% | -$2.17M | 39.73% | 1 |
|
|
2018
Q4 | $56.7M | Buy |
3,074,295
+28,270
| +0.9% | +$580K | 37.92% | 1 |
|
|
2018
Q3 | $68.5M | Buy |
3,046,025
+26,375
| +0.9% | +$512K | 38.74% | 1 |
|
|
2018
Q2 | $48.6M | Sell |
3,019,650
-2,400
| -0.1% | -$32.6K | 30.54% | 2 |
|
|
2018
Q1 | $34M | Buy |
3,022,050
+55,600
| +2% | +$666K | 25.51% | 2 |
|
|
2017
Q4 | $35M | Sell |
2,966,450
-4,800
| -0.2% | -$55.5K | 27.14% | 2 |
|
|
2017
Q3 | $30.6M | Buy |
2,971,250
+93,300
| +3% | +$967K | 21.39% | 2 |
|
|
2017
Q2 | $31.8M | Sell |
2,877,950
-589,600
| -17% | -$6.16M | 24.54% | 2 |
|
|
2017
Q1 | $33.5M | Buy |
3,467,550
+78,800
| +2% | +$752K | 26.8% | 1 |
|
|
2016
Q4 | $32.5M | Buy |
+3,388,750
| New | +$30.2M | 27.42% | 1 |
|
Other funds holding IRDM
GAM
Silver Heights Capital Management's IRDM Position: Q2 2026 in Review
Silver Heights Capital Management reduced its Iridium Communications (IRDM) stake by 36% in Q2 2026, selling an estimated $80M and leaving 3,274,947 shares worth $180M. The position accounts for 55.43% of the portfolio, ranked #1.
Silver Heights Capital Management first reported a position in IRDM in Q4 2016 and has held it in 39 quarters since. 478 funds tracked by Wall St. Rank hold IRDM as of Q2 2026.
- Silver Heights Capital Management held 3,274,947 shares of Iridium Communications worth $180M as of Q2 2026.
- Silver Heights Capital Management sold 1,870,532 Iridium Communications shares in Q2 2026, an estimated $80M.
- Iridium Communications made up 55.43% of Silver Heights Capital Management's portfolio in Q2 2026, its #1 holding.
- Silver Heights Capital Management first reported a position in Iridium Communications in Q4 2016 and has held it in 39 quarters since.
- 478 funds tracked by Wall St. Rank held Iridium Communications as of Q2 2026.
Based on Silver Heights Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.