Home › Highlander Partners, L.P.

Highlander Partners, L.P. 13F holdings

Filed 2026-07-29 · Highlander Partners, L.P. · 46 positions · $298.3M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VRTVERTIV HOLDINGS CO197.6K$66.2M22.2%
KEYSKEYSIGHT TECHNOLOGIES INC79.2K$27.7M9.3%
BXBLACKSTONE INC229.6K$27.0M9.1%
SGISOMNIGROUP INTERNATIONAL INC329.5K$25.8M8.7%
AMZNAMAZON COM INC104.0K$24.8M8.3%
MIRMMIRUM PHARMACEUTICALS INC123.0K$14.4M4.8%
DELLDELL TECHNOLOGIES INC30.0K$12.9M4.3%
SPXCSPX TECHNOLOGIES INC52.2K$12.8M4.3%
TCBITEXAS CAP BANCSHARES INC123.8K$12.8M4.3%
SUNBSUNBELT RENTALS HOLDINGS INC150.0K$11.2M3.8%
DHRDANAHER CORP DEL58.0K$11.0M3.7%
BABAALIBABA GROUP HLDG LTD85.0K$8.2M2.7%
DAKTDAKTRONICS INC400.0K$7.8M2.6%
PSNPARSONS CORP DEL122.4K$6.4M2.1%
SSNCSS&C TECH HLDGS81.8K$5.1M1.7%
GWREGUIDEWIRE SOFTWARE INC33.0K$4.1M1.4%
SPYSTATE STR SPDR S&P 500 ETF T4.0K$3.0M1.0%
DSGRDISTRIBUTION SOLUTIONS GRP I85.9K$2.3M0.8%
RSPINVESCO EXCHANGE TRADED FD T9.9K$2.1M0.7%
—SPECTRAL AI INC900.0K$1.6M0.5%
BXBLACKSTONE INC9.0K$1.1M0.4%
DMLPDORCHESTER MINERALS L P33.1K$835,1940.3%
MPLXMPLX LP14.3K$805,0120.3%
GOOGLALPHABET INC2.2K$786,2140.3%
CWSTCASELLA WASTE SYS INC6.0K$581,8200.2%
EPDENTERPRISE PRODS PARTNERS L14.0K$514,6400.2%
JPMJPMORGAN CHASE & CO1.5K$490,9950.2%
PMPHILIP MORRIS INTL INC2.5K$452,2750.2%
GLDSPDR GOLD TR1.2K$427,3210.1%
MRKMERCK & CO INC3.3K$424,0500.1%
MSFTMICROSOFT CORP1.1K$391,6710.1%
ACWIISHARES TR2.4K$370,4490.1%
PAGPPLAINS GP HLDGS L P15.0K$364,0500.1%
BRK-BBERKSHIRE HATHAWAY INC DEL725$362,7830.1%
PSXPHILLIPS 662.0K$338,1000.1%
ETENERGY TRANSFER L P17.1K$326,5700.1%
KRPKIMBELL RTY PARTNERS LP22.0K$319,6600.1%
METAMETA PLATFORMS INC550$309,8100.1%
EXMOCEXXON MOBIL CORP2.0K$273,4400.1%
WESWESTERN MIDSTREAM PARTNERS L6.1K$266,9360.1%
ARCCARES CAPITAL CORP14.0K$259,4200.1%
VVISA INC700$240,1630.1%
SLBSLB LIMITED5.0K$234,3100.1%
HDHOME DEPOT INC625$220,4250.1%
BABAALIBABA GROUP HLDG LTD2.2K$211,1560.1%
ADBEADOBE INC1.0K$205,0200.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}