Highlander Partners, L.P. Top Holdings and 13F Report (2026) About Highlander Partners, L.P.Investment ActivityHighlander Partners, L.P. has $298.32 million in total holdings as of June 30, 2026.Highlander Partners, L.P. owns shares of 44 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 12.05% of the portfolio was purchased this quarter.About 12.01% of the portfolio was sold this quarter.This quarter, Highlander Partners, L.P. has purchased 45 new stocks and bought additional shares in 1 stock.Highlander Partners, L.P. sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vertiv $66,150,053Blackstone $28,076,062Keysight Technologies $27,725,544SOMNIGROUP INTERNATIONAL INC $25,832,800Amazon.com $24,787,360 Largest New Holdings this Quarter 866966104 - SUNBELT RENTALS HOLDINGS INC $11,221,500 Holding Largest Purchases this Quarter SOMNIGROUP INTERNATIONAL INC 315,500 shares (about $24.74M)SUNBELT RENTALS HOLDINGS INC 150,000 shares (about $11.22M) Largest Sales this Quarter Vertiv 66,000 shares (about $22.10M)Parsons 133,500 shares (about $6.99M) 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$66,150,053$22,098,120 â–¼-25.0%197,56922.2%IndustrialsBXBlackstone$28,076,0620.0%238,6009.4%FinanceKEYSKeysight Technologies$27,725,5440.0%79,2009.3%TechnologySOMNIGROUP INTERNATIONAL INC$25,832,800$24,735,200 â–²2,253.6%329,5008.7%COMAMZNAmazon.com$24,787,3600.0%104,0008.3%Consumer DiscretionaryMIRMMirum Pharmaceuticals$14,397,2690.0%122,9804.8%HealthcareDELLDell Technologies$12,943,8000.0%30,0004.3%TechnologySPXCSPX Technologies$12,810,1330.0%52,2504.3%IndustrialsTCBITexas Capital Bancshares$12,787,9250.0%123,8424.3%FinanceSUNBELT RENTALS HOLDINGS INC$11,221,500$11,221,500 â–²New Holding150,0003.8%SHSDHRDanaher$11,047,8400.0%58,0003.7%HealthcareBABAAlibaba Group$8,369,4560.0%87,2002.8%Consumer DiscretionaryDAKTDaktronics$7,824,0000.0%400,0002.6%TechnologyPSNParsons$6,412,536$6,994,065 â–¼-52.2%122,4002.1%IndustrialsSSNCSS&C Technologies$5,075,6900.0%81,8001.7%IndustrialsGWREGuidewire Software$4,060,6500.0%33,0001.4%TechnologySPYSPDR S&P 500 ETF Trust$2,987,0800.0%4,0001.0%ETFDSGRDistribution Solutions Group$2,349,3380.0%85,8990.8%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$2,106,4230.0%9,9000.7%ETFSPECTRAL AI INC$1,557,0000.0%900,0000.5%COM CL ADMLPDorchester Minerals$835,1940.0%33,0770.3%EnergyMPLXMplx$805,0120.0%14,2910.3%EnergyGOOGLAlphabet$786,2140.0%2,2000.3%Communication ServicesCWSTCasella Waste Systems$581,8200.0%6,0000.2%IndustrialsEPDEnterprise Products Partners$514,6400.0%14,0000.2%EnergyJPMJPMorgan Chase & Co.$490,9950.0%1,5000.2%FinancePMPhilip Morris International$452,2750.0%2,5000.2%Consumer StaplesGLDSPDR Gold Shares$427,3210.0%1,1600.1%ETFMRKMerck & Co., Inc.$424,0500.0%3,3000.1%HealthcareMSFTMicrosoft$391,6710.0%1,0500.1%TechnologyACWIiShares MSCI ACWI ETF$370,4490.0%2,3600.1%ETFPAGPPlains GP$364,0500.0%15,0000.1%EnergyBRK.BBerkshire Hathaway$362,7830.0%7250.1%FinancePSXPhillips 66$338,1000.0%2,0000.1%EnergyETEnergy Transfer$326,5700.0%17,0800.1%EnergyKRPKimbell Royalty$319,6600.0%22,0000.1%EnergyMETAMeta Platforms$309,8100.0%5500.1%Communication ServicesXOMExxonMobil$273,4400.0%2,0000.1%EnergyWESWestern Midstream Partners$266,9360.0%6,1000.1%EnergyARCCAres Capital$259,4200.0%14,0000.1%FinanceVVisa$240,1630.0%7000.1%FinanceSLBSLB$234,3100.0%5,0400.1%EnergyHDHome Depot$220,4250.0%6250.1%Consumer DiscretionaryADBEAdobe$205,0200.0%1,0000.1%TechnologyKRESPDR S&P Regional Banking ETF$0$6,515,000 â–¼-100.0%00.0%ETFFXIiShares China Large-Cap ETF$0$215,400 â–¼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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