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Highlander Partners, L.P.

All holdings · as of Dec 31, 2025

66 positions

CompanyClassValueShares% of portfolio
Vertiv Holdings Co—$47.56M293,56917.1%
Blackstone Inc—$37.61M244,00013.5%
Amazon.com Inc—$23.77M103,0008.5%
PARSONS CORPPSNCommon Stock$17.14M277,3006.1%
Keysight Technologies, Inc.—$16.09M79,2005.8%
TEXAS CAPITAL BANCSHARES INC/TX—$15.34M169,4365.5%
DANAHER CORP /DE—$13.28M58,0004.8%
Full Truck Alliance Co. Ltd.YMMADR$13.18M1,228,2374.7%
SPDR SERIES TRUST—$12.96M200,0004.7%
Alibaba Group Holding LtdBABAADR$12.78M87,2004.6%
SPX Technologies, Inc.—$10.45M52,2503.8%
Mirum Pharmaceuticals, Inc.—$9.71M122,9803.5%
HONEYWELL INTERNATIONAL INC—$8.88M45,5003.2%
DAKTRONICS INC /SD—$7.91M400,0002.8%
SS&C TECHNOLOGIES HOLDINGS, INC.—$7.15M81,8002.6%
Dell Technologies Inc.—$3.78M30,0001.4%
SPDR S&P 500 ETF TR—$2.73M4,0001.0%
Distribution Solutions Group, Inc.DSGRCommon Stock$2.35M85,8990.8%
INVESCO EXCHANGE TRADED FD T—$1.90M9,9000.7%
Spectral AI, Inc.—$1.28M900,0000.5%
Warren E. Buffett—$766.5K1,5250.3%
MPLX LPMPLXMLP$762.7K14,2910.3%
DORCHESTER MINERALS, L.P.—$739.6K33,0770.3%
Alphabet Inc.—$688.6K2,2000.2%
Graham Holdings Co—$587.8K5350.2%
CASELLA WASTE SYSTEMS INC—$587.6K6,0000.2%
WHITE MOUNTAINS INSURANCE GROUP LTD—$581.8K2800.2%
MICROSOFT CORP—$507.8K1,0500.2%
JPMORGAN CHASE & CO—$483.3K1,5000.2%
SPDR GOLD TR—$459.7K1,1600.2%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$448.8K14,0000.2%
Philip Morris International Inc.—$401.0K2,5000.1%
Meta Platforms Inc—$363.1K5500.1%
ADOBE INC.—$350.0K1,0000.1%
Merck & Co., Inc.—$347.4K3,3000.1%
ISHARES TR—$333.9K2,3600.1%
PLAINS GP HOLDINGS LPPAGPLtd Part$287.1K15,0000.1%
ARES CAPITAL CORPARCCCommon Stock$283.2K14,0000.1%
Energy Transfer LPETMLP$281.6K17,0800.1%
Kimbell Royalty Partners, LPKRPUnit$258.7K22,0000.1%
Phillips 66—$258.1K2,0000.1%
Visa Inc—$245.5K7000.1%
Western Midstream Partners LP—$240.9K6,1000.1%
EXXON MOBIL CORP—$240.7K2,0000.1%
ISHARES TR—$229.7K6,0000.1%
ORACLE CORP—$228.0K1,1700.1%
HOME DEPOT, INC.—$215.1K6250.1%
REPUBLIC SERVICES, INC.—$211.9K1,0000.1%
SLB LIMITED/NV—$193.4K5,0400.1%
North American Construction Group Ltd.—$132.0K9,1860.0%
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