Highlander Partners, L.P. Top Holdings and 13F Report (2025) About Highlander Partners, L.P.Investment ActivityHighlander Partners, L.P. has $260.29 million in total holdings as of June 30, 2025.Highlander Partners, L.P. owns shares of 50 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 27.59% of the portfolio was purchased this quarter.About 0.51% of the portfolio was sold this quarter.This quarter, Highlander Partners, L.P. has purchased 45 new stocks and bought additional shares in 4 stocks.Highlander Partners, L.P. sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings Vertiv $45,401,795Blackstone $36,497,520Amazon.com $22,597,170Full Truck Alliance $17,576,079Texas Capital Bancshares $13,453,218 Largest New Holdings this Quarter 78464A698 - SPDR S&P Regional Banking ETF $11,878,000 Holding235851102 - Danaher $11,062,240 Holding438516106 - Honeywell International $10,596,040 Holding70202L102 - Parsons $8,755,940 Holding78473E103 - SPX Technologies $6,916,800 Holding Largest Purchases this Quarter Blackstone 80,000 shares (about $11.97M)SPDR S&P Regional Banking ETF 200,000 shares (about $11.88M)Danaher 56,000 shares (about $11.06M)Honeywell International 45,500 shares (about $10.60M)Parsons 122,000 shares (about $8.76M) Largest Sales this Quarter Berkshire Hathaway 525 shares (about $255.03K) 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$45,401,7950.0%353,56917.4%Computer and TechnologyBXBlackstone$36,497,520$11,966,400 ▲48.8%244,00014.0%FinanceAMZNAmazon.com$22,597,1700.0%103,0008.7%Retail/WholesaleYMMFull Truck Alliance$17,576,0790.0%1,488,2376.8%Business ServicesTCBITexas Capital Bancshares$13,453,218$3,890,600 ▲40.7%169,4365.2%FinanceKEYSKeysight Technologies$12,977,712$6,226,680 ▲92.2%79,2005.0%Computer and TechnologyKRESPDR S&P Regional Banking ETF$11,878,000$11,878,000 ▲New Holding200,0004.6%ETFDHRDanaher$11,062,240$11,062,240 ▲New Holding56,0004.2%MedicalHONHoneywell International$10,596,040$10,596,040 ▲New Holding45,5004.1%Multi-Sector ConglomeratesBABAAlibaba Group$9,889,3520.0%87,2003.8%Retail/WholesalePSNParsons$8,755,940$8,755,940 ▲New Holding122,0003.4%Business ServicesSPXCSPX Technologies$6,916,800$6,916,800 ▲New Holding41,2502.7%Business ServicesWSCWillScot$6,844,5200.0%249,8002.6%FinanceSSNCSS&C Technologies$6,773,0400.0%81,8002.6%Computer and TechnologyMIRMMirum Pharmaceuticals$6,258,4520.0%122,9802.4%MedicalDAKTDaktronics$6,048,0000.0%400,0002.3%ManufacturingAMDAdvanced Micro Devices$5,108,4000.0%36,0002.0%Computer and TechnologyDELLDell Technologies$3,678,0000.0%30,0001.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,471,4000.0%4,0000.9%FinanceSPECTRAL AI INC$2,232,0000.0%900,0000.9%COM CL ARSPInvesco S&P 500 Equal Weight ETF$1,799,2260.0%9,9000.7%ETFDMLPDorchester Minerals$921,5250.0%33,0770.4%EnergyBRK.BBerkshire Hathaway$740,799$255,029 ▼-25.6%1,5250.3%FinanceMPLXMplx$736,1290.0%14,2910.3%EnergyCWSTCasella Waste Systems$692,2800.0%6,0000.3%Business ServicesMSFTMicrosoft$522,2810.0%1,0500.2%Computer and TechnologyGHCGraham$506,2010.0%5350.2%Consumer DiscretionaryWTMWhite Mountains Insurance Group$502,8020.0%2800.2%FinancePMPhilip Morris International$455,3250.0%2,5000.2%Consumer StaplesJPMJPMorgan Chase & Co.$434,8650.0%1,5000.2%FinanceEPDEnterprise Products Partners$434,1400.0%14,0000.2%EnergyMETAMeta Platforms$405,9500.0%5500.2%Computer and TechnologyGOOGLAlphabet$387,7060.0%2,2000.1%Computer and TechnologyADBEAdobe$386,8800.0%1,0000.1%Computer and TechnologyGLDSPDR Gold Shares$353,6030.0%1,1600.1%FinanceFIFiserv$327,5790.0%1,9000.1%Business ServicesETEnergy Transfer$309,6600.0%17,0800.1%EnergyARCCAres Capital$307,4400.0%14,0000.1%FinanceKRPKimbell Royalty$307,120$23,732 ▲8.4%22,0000.1%EnergyACWIiShares MSCI ACWI ETF$303,4960.0%2,3600.1%ManufacturingPAGPPlains GP$291,4500.0%15,0000.1%EnergyMRKMerck & Co., Inc.$261,2280.0%3,3000.1%MedicalORCLOracle$255,797$255,797 ▲New Holding1,1700.1%Computer and TechnologyVVisa$248,5350.0%7000.1%Business ServicesRSGRepublic Services$246,6100.0%1,0000.1%Business ServicesPSXPhillips 66$238,600$238,600 ▲New Holding2,0000.1%EnergyWESWestern Midstream Partners$236,0700.0%6,1000.1%EnergyHDHome Depot$229,1500.0%6250.1%Retail/WholesaleFXIiShares China Large-Cap ETF$220,5600.0%6,0000.1%ETFXOMExxon Mobil$215,6000.0%2,0000.1%EnergyNEOGNeogen$0$867,000 ▼-100.0%00.0%MedicalSLBSchlumberger$0$210,672 ▼-100.0%00.0%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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