Holders — by stockHoldings — by fund
Highlander Partners, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001903866
$298.3M
disclosed book value
44
positions
22.2%
largest position share
Positions, as of 2026-06-30
top 44 of 44 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VRTVERTIV HOLDINGS CO | 197,569 | $66.2M | 22.2% |
| 2 | BXBLACKSTONE INC | 238,600 | $28.1M | 9.4% |
| 3 | KEYSKEYSIGHT TECHNOLOGIES INC | 79,200 | $27.7M | 9.3% |
| 4 | SGISOMNIGROUP INTERNATIONAL INC | 329,500 | $25.8M | 8.7% |
| 5 | AMZNAMAZON COM INC | 104,000 | $24.8M | 8.3% |
| 6 | MIRMMIRUM PHARMACEUTICALS INC | 122,980 | $14.4M | 4.8% |
| 7 | DELLDELL TECHNOLOGIES INC | 30,000 | $12.9M | 4.3% |
| 8 | SPXCSPX TECHNOLOGIES INC | 52,250 | $12.8M | 4.3% |
| 9 | TCBITEXAS CAP BANCSHARES INC | 123,842 | $12.8M | 4.3% |
| 10 | SUNBSUNBELT RENTALS HOLDINGS INC | 150,000 | $11.2M | 3.8% |
| 11 | DHRDANAHER CORP DEL | 58,000 | $11.0M | 3.7% |
| 12 | BABAALIBABA GROUP HLDG LTD | 87,200 | $8.4M | 2.8% |
| 13 | DAKTDAKTRONICS INC | 400,000 | $7.8M | 2.6% |
| 14 | PSNPARSONS CORP DEL | 122,400 | $6.4M | 2.1% |
| 15 | SSNCSS&C TECH HLDGS | 81,800 | $5.1M | 1.7% |
| 16 | GWREGUIDEWIRE SOFTWARE INC | 33,000 | $4.1M | 1.4% |
| 17 | SPYSTATE STR SPDR S&P 500 ETF T | 4,000 | $3.0M | 1% |
| 18 | DSGRDISTRIBUTION SOLUTIONS GRP I | 85,899 | $2.3M | 0.8% |
| 19 | RSPINVESCO EXCHANGE TRADED FD T | 9,900 | $2.1M | 0.7% |
| 20 | MDAISPECTRAL AI INC | 900,000 | $1.6M | 0.5% |
| 21 | DMLPDORCHESTER MINERALS L P | 33,077 | $835,194 | 0.3% |
| 22 | MPLXMPLX LP | 14,291 | $805,012 | 0.3% |
| 23 | GOOGLALPHABET INC | 2,200 | $786,214 | 0.3% |
| 24 | CWSTCASELLA WASTE SYS INC | 6,000 | $581,820 | 0.2% |
| 25 | EPDENTERPRISE PRODS PARTNERS L | 14,000 | $514,640 | 0.2% |
| 26 | JPMJPMORGAN CHASE & CO | 1,500 | $490,995 | 0.2% |
| 27 | PMPHILIP MORRIS INTL INC | 2,500 | $452,275 | 0.2% |
| 28 | GLDSPDR GOLD TR | 1,160 | $427,321 | 0.1% |
| 29 | MRKMERCK & CO INC | 3,300 | $424,050 | 0.1% |
| 30 | MSFTMICROSOFT CORP | 1,050 | $391,671 | 0.1% |
| 31 | ACWIISHARES TR | 2,360 | $370,449 | 0.1% |
| 32 | PAGPPLAINS GP HLDGS L P | 15,000 | $364,050 | 0.1% |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 725 | $362,783 | 0.1% |
| 34 | PSXPHILLIPS 66 | 2,000 | $338,100 | 0.1% |
| 35 | ETENERGY TRANSFER L P | 17,080 | $326,570 | 0.1% |
| 36 | KRPKIMBELL RTY PARTNERS LP | 22,000 | $319,660 | 0.1% |
| 37 | METAMETA PLATFORMS INC | 550 | $309,810 | 0.1% |
| 38 | EXMOCEXXON MOBIL CORP | 2,000 | $273,440 | 0.1% |
| 39 | WESWESTERN MIDSTREAM PARTNERS L | 6,100 | $266,936 | 0.1% |
| 40 | ARCCARES CAPITAL CORP | 14,000 | $259,420 | 0.1% |
| 41 | VVISA INC | 700 | $240,163 | 0.1% |
| 42 | SLBSLB LIMITED | 5,040 | $234,310 | 0.1% |
| 43 | HDHOME DEPOT INC | 625 | $220,425 | 0.1% |
| 44 | ADBEADOBE INC | 1,000 | $205,020 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.