Highlander Partners, L.P. Top Holdings and 13F Report (2026)

About Highlander Partners, L.P.

Investment Activity

Highlander Partners, L.P. has $255.53 million in total holdings as of March 31, 2026.
Highlander Partners, L.P. owns shares of 45 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 2.42% of the portfolio was purchased this quarter.
About 17.78% of the portfolio was sold this quarter.
This quarter, Highlander Partners, L.P. has purchased 66 new stocks and bought additional shares in 1 stock.
Highlander Partners, L.P. sold shares of 6 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

Vertiv: $66,045,120
Blackstone: $27,436,614
Keysight Technologies: $22,363,704
Amazon.com: $21,660,080
Parsons: $13,862,103

Largest New Holdings this Quarter

40171V100 - Guidewire Software: $4,935,480 Holding
88023U101 - SOMNIGROUP INTERNATIONAL INC: $1,034,880 Holding

Largest Purchases this Quarter

Guidewire Software: 33,000 shares (about $4.94M)
SOMNIGROUP INTERNATIONAL INC: 14,000 shares (about $1.03M)
Amazon.com: 1,000 shares (about $208.27K)

Largest Sales this Quarter

Vertiv: 30,000 shares (about $7.52M)
SPDR S&P Regional Banking ETF: 100,000 shares (about $6.52M)
Texas Capital Bancshares: 45,594 shares (about $4.33M)
Parsons: 21,400 shares (about $1.16M)
Blackstone: 5,400 shares (about $620.95K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VRT Vertiv	$66,045,120	$7,517,400 ▼	-10.2%	263,569	25.8%	Computer and Technology
BX Blackstone	$27,436,614	$620,946 ▼	-2.2%	238,600	10.7%	Finance
KEYS Keysight Technologies	$22,363,704		0.0%	79,200	8.8%	Computer and Technology
AMZN Amazon.com	$21,660,080	$208,270 ▲	1.0%	104,000	8.5%	Retail/Wholesale
PSN Parsons	$13,862,103	$1,159,238 ▼	-7.7%	255,900	5.4%	Business Services
TCBI Texas Capital Bancshares	$11,750,129	$4,325,959 ▼	-26.9%	123,842	4.6%	Finance
MIRM Mirum Pharmaceuticals	$11,360,892		0.0%	122,980	4.4%	Medical
DHR Danaher	$10,996,800		0.0%	58,000	4.3%	Medical
BABA Alibaba Group	$10,940,112		0.0%	87,200	4.3%	Retail/Wholesale
SPXC SPX Technologies	$10,446,865		0.0%	52,250	4.1%	Business Services
DAKT Daktronics	$7,820,000		0.0%	400,000	3.1%	Manufacturing
KRE SPDR S&P Regional Banking ETF	$6,515,000	$6,515,000 ▼	-50.0%	100,000	2.5%	ETF
SSNC SS&C Technologies	$5,527,226		0.0%	81,800	2.2%	Computer and Technology
GWRE Guidewire Software	$4,935,480	$4,935,480 ▲	New Holding	33,000	1.9%	Computer and Technology
DELL Dell Technologies	$4,923,900		0.0%	30,000	1.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,601,360		0.0%	4,000	1.0%	Finance
DSGR Distribution Solutions Group	$2,253,990		0.0%	85,899	0.9%	Business Services
RSP Invesco S&P 500 Equal Weight ETF	$1,900,008		0.0%	9,900	0.7%	ETF
SPECTRAL AI INC	$1,323,000		0.0%	900,000	0.5%	COM CL A
SOMNIGROUP INTERNATIONAL INC	$1,034,880	$1,034,880 ▲	New Holding	14,000	0.4%	COM
DMLP Dorchester Minerals	$896,387		0.0%	33,077	0.4%	Energy
MPLX Mplx	$815,587		0.0%	14,291	0.3%	Energy
GOOGL Alphabet	$632,632		0.0%	2,200	0.2%	Computer and Technology
EPD Enterprise Products Partners	$529,760		0.0%	14,000	0.2%	Energy
GLD SPDR Gold Shares	$499,136		0.0%	1,160	0.2%	Finance
CWST Casella Waste Systems	$476,040		0.0%	6,000	0.2%	Business Services
JPM JPMorgan Chase & Co.	$441,240		0.0%	1,500	0.2%	Finance
PM Philip Morris International	$413,350		0.0%	2,500	0.2%	Consumer Staples
MRK Merck & Co., Inc.	$396,957		0.0%	3,300	0.2%	Medical
MSFT Microsoft	$388,679		0.0%	1,050	0.2%	Computer and Technology
PSX Phillips 66	$364,360		0.0%	2,000	0.1%	Energy
PAGP Plains GP	$364,200		0.0%	15,000	0.1%	Energy
BRK.B Berkshire Hathaway	$347,420	$383,360 ▼	-52.5%	725	0.1%	Finance
XOM ExxonMobil	$339,320		0.0%	2,000	0.1%	Energy
ET Energy Transfer	$329,644		0.0%	17,080	0.1%	Energy
ACWI iShares MSCI ACWI ETF	$326,553		0.0%	2,360	0.1%	Manufacturing
KRP Kimbell Royalty	$318,340		0.0%	22,000	0.1%	Energy
META Meta Platforms	$314,672		0.0%	550	0.1%	Computer and Technology
SLB SLB	$259,006		0.0%	5,040	0.1%	Energy
ARCC Ares Capital	$252,280		0.0%	14,000	0.1%	Finance
WES Western Midstream Partners	$251,137		0.0%	6,100	0.1%	Energy
ADBE Adobe	$243,080		0.0%	1,000	0.1%	Computer and Technology
FXI iShares China Large-Cap ETF	$215,400		0.0%	6,000	0.1%	ETF
V Visa	$211,568		0.0%	700	0.1%	Business Services
HD Home Depot	$205,556		0.0%	625	0.1%	Retail/Wholesale
YMM Full Truck Alliance	$0	$13,178,983 ▼	-100.0%	0	0.0%	Business Services
HON Honeywell International	$0	$8,876,595 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
GHC Graham	$0	$587,751 ▼	-100.0%	0	0.0%	Consumer Discretionary
WTM White Mountains Insurance Group	$0	$581,848 ▼	-100.0%	0	0.0%	Finance
ORCL Oracle	$0	$228,045 ▼	-100.0%	0	0.0%	Computer and Technology
RSG Republic Services	$0	$211,930 ▼	-100.0%	0	0.0%	Business Services
NOA North American Construction Group	$0	$132,003 ▼	-100.0%	0	0.0%	Energy
L Loews	$0	$129,005 ▼	-100.0%	0	0.0%	Finance
IAC IAC	$0	$126,293 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
PG Procter & Gamble	$0	$114,648 ▼	-100.0%	0	0.0%	Consumer Staples
SEB Seaboard	$0	$106,676 ▼	-100.0%	0	0.0%	Consumer Staples
MHK Mohawk Industries	$0	$98,370 ▼	-100.0%	0	0.0%	Consumer Discretionary
TAP Molson Coors Beverage	$0	$81,923 ▼	-100.0%	0	0.0%	Consumer Staples
LIBERTY GLOBAL LTD	$0	$74,638 ▼	-100.0%	0	0.0%	COM CL A
AMG Affiliated Managers Group	$0	$67,746 ▼	-100.0%	0	0.0%	Finance
GCI LIBERTY INC	$0	$63,369 ▼	-100.0%	0	0.0%	COM SER C
CNX CNX Resources	$0	$56,074 ▼	-100.0%	0	0.0%	Energy
JOUT Johnson Outdoors	$0	$49,879 ▼	-100.0%	0	0.0%	Consumer Discretionary
IMKTA Ingles Markets	$0	$45,243 ▼	-100.0%	0	0.0%	Retail/Wholesale
POST Post	$0	$33,182 ▼	-100.0%	0	0.0%	Consumer Staples
LBRDK Liberty Broadband	$0	$25,952 ▼	-100.0%	0	0.0%	Consumer Discretionary
HTLD Heartland Express	$0	$23,659 ▼	-100.0%	0	0.0%	Transportation
CABO Cable One	$0	$22,457 ▼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Highlander Partners, L.P. Top Holdings and 13F Report (2026)

About Highlander Partners, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Highlander Partners, L.P. Top Holdings and 13F Report (2026)

About Highlander Partners, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHighlander Partners, L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools