Institutions / Highlander Partners, L.P.
Highlander Partners, L.P.
CIK 1903866 · Institution · as of Dec 31, 2025
Portfolio value
$278.69M
Positions
66
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 66 →
| Company | Value | % of portfolio |
|---|---|---|
| Vertiv Holdings Co | $47.56M | 17.1% |
| Blackstone Inc | $37.61M | 13.5% |
| Amazon.com Inc | $23.77M | 8.5% |
| Parsons CorpPSN | $17.14M | 6.1% |
| Keysight Technologies, Inc. | $16.09M | 5.8% |
| Texas Capital Bancshares INC/TX | $15.34M | 5.5% |
| Danaher Corp /De | $13.28M | 4.8% |
| Full Truck Alliance Co. Ltd.YMM | $13.18M | 4.7% |
| SPDR Series Trust | $12.96M | 4.7% |
| Alibaba Group Holding LtdBABA | $12.78M | 4.6% |
| SPX Technologies, Inc. | $10.45M | 3.8% |
| Mirum Pharmaceuticals, Inc. | $9.71M | 3.5% |
| Honeywell International Inc | $8.88M | 3.2% |
| Daktronics Inc /Sd | $7.91M | 2.8% |
| SS&C Technologies Holdings, Inc. | $7.15M | 2.6% |
| Dell Technologies Inc. | $3.78M | 1.4% |
| SPDR S&P 500 ETF Tr | $2.73M | 1.0% |
| Distribution Solutions Group, Inc.DSGR | $2.35M | 0.8% |
| Invesco Exchange Traded Fd T | $1.90M | 0.7% |
| Spectral AI, Inc. | $1.28M | 0.5% |
| Warren E. Buffett | $766.5K | 0.3% |
| Mplx LPMPLX | $762.7K | 0.3% |
| Dorchester Minerals, L.P. | $739.6K | 0.3% |
| Alphabet Inc. | $688.6K | 0.2% |
| Graham Holdings Co | $587.8K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.