Highlander Partners, L.P. Top Holdings and 13F Report (2025) About Highlander Partners, L.P.Investment ActivityHighlander Partners, L.P. has $161.67 million in total holdings as of March 31, 2025.Highlander Partners, L.P. owns shares of 45 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.61% of the portfolio was purchased this quarter.About 1.98% of the portfolio was sold this quarter.This quarter, Highlander Partners, L.P. has purchased 39 new stocks and bought additional shares in 0 stocks.Highlander Partners, L.P. sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vertiv $25,527,682Blackstone $22,923,920Amazon.com $19,596,780Full Truck Alliance $19,004,786Alibaba Group $11,530,456 Largest New Holdings this Quarter 01609W102 - Alibaba Group $11,530,456 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $1,714,977 Holding25820R105 - Dorchester Minerals $994,956 Holding640491106 - Neogen $867,000 Holding464287184 - iShares China Large-Cap ETF $215,040 Holding Largest Purchases this Quarter Alibaba Group 87,200 shares (about $11.53M)Invesco S&P 500 Equal Weight ETF 9,900 shares (about $1.71M)Dorchester Minerals 33,077 shares (about $994.96K)Neogen 100,000 shares (about $867K)iShares China Large-Cap ETF 6,000 shares (about $215.04K) Largest Sales this Quarter Vertiv 25,000 shares (about $1.81M)SPDR S&P 500 ETF Trust 2,500 shares (about $1.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHighlander Partners, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVRTVertiv$25,527,682$1,805,000 ▼-6.6%353,56915.8%Computer and TechnologyBXBlackstone$22,923,9200.0%164,00014.2%FinanceAMZNAmazon.com$19,596,7800.0%103,00012.1%Retail/WholesaleYMMFull Truck Alliance$19,004,7860.0%1,488,23711.8%Business ServicesBABAAlibaba Group$11,530,456$11,530,456 ▲New Holding87,2007.1%Retail/WholesaleTCBITexas Capital Bancshares$8,996,5690.0%120,4365.6%FinanceWSCWillScot Mobile Mini$6,944,4400.0%249,8004.3%FinanceSSNCSS&C Technologies$6,832,7540.0%81,8004.2%Computer and TechnologyKEYSKeysight Technologies$6,170,5240.0%41,2003.8%Computer and TechnologyMIRMMirum Pharmaceuticals$5,540,2490.0%122,9803.4%MedicalDAKTDaktronics$4,872,0000.0%400,0003.0%Computer and TechnologyAMDAdvanced Micro Devices$3,698,6400.0%36,0002.3%Computer and TechnologyDELLDell Technologies$2,734,5000.0%30,0001.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,237,560$1,398,475 ▼-38.5%4,0001.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,714,977$1,714,977 ▲New Holding9,9001.1%ETFBRK.BBerkshire Hathaway$1,091,7890.0%2,0500.7%FinanceSPECTRAL AI INC$1,035,0000.0%900,0000.6%COM CL ADMLPDorchester Minerals$994,956$994,956 ▲New Holding33,0770.6%EnergyNEOGNeogen$867,000$867,000 ▲New Holding100,0000.5%MedicalMPLXMplx$764,8540.0%14,2910.5%EnergyCWSTCasella Waste Systems$669,0600.0%6,0000.4%Business ServicesWTMWhite Mountains Insurance Group$539,2270.0%2800.3%FinanceGHCGraham$514,0600.0%5350.3%Consumer DiscretionaryEPDEnterprise Products Partners$477,9600.0%14,0000.3%EnergyFIFiserv$419,5770.0%1,9000.3%Business ServicesPMPhilip Morris International$396,8250.0%2,5000.2%Consumer StaplesMSFTMicrosoft$394,1600.0%1,0500.2%Computer and TechnologyADBEAdobe$383,5300.0%1,0000.2%Computer and TechnologyJPMJPMorgan Chase & Co.$367,9500.0%1,5000.2%FinanceGOOGLAlphabet$340,2080.0%2,2000.2%Computer and TechnologyGLDSPDR Gold Shares$334,2420.0%1,1600.2%FinancePAGPPlains GP$320,4000.0%15,0000.2%EnergyETEnergy Transfer$317,5170.0%17,0800.2%EnergyMETAMeta Platforms$316,9980.0%5500.2%Computer and TechnologyARCCAres Capital$310,2400.0%14,0000.2%FinanceMRKMerck & Co., Inc.$296,2080.0%3,3000.2%MedicalKRPKimbell Royalty Partners$284,2000.0%20,3000.2%EnergyACWIiShares MSCI ACWI ETF$274,6800.0%2,3600.2%ManufacturingWESWestern Midstream Partners$249,8560.0%6,1000.2%EnergyVVisa$245,3220.0%7000.2%Business ServicesRSGRepublic Services$242,1600.0%1,0000.1%Business ServicesXOMExxon Mobil$237,8600.0%2,0000.1%EnergyHDHome Depot$229,0560.0%6250.1%Retail/WholesaleFXIiShares China Large-Cap ETF$215,040$215,040 ▲New Holding6,0000.1%ETFSLBSchlumberger$210,672$210,672 ▲New Holding5,0400.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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