Buckland Partners Management Co LLC

All holdings · as of Jun 30, 2026

Company	Class	Value	Shares	% of portfolio
CARPENTER TECHNOLOGY CORP	—	$17.27M	28,000	8.5%
SYNOPSYS INC	—	$14.72M	33,000	7.2%
W. R. Berkley Corporation	—	$10.56M	148,500	5.2%
Apple Inc.	—	$8.80M	30,400	4.3%
SILGAN HOLDINGS INC	—	$6.44M	138,800	3.2%
Astera Labs, Inc.	—	$5.31M	11,000	2.6%
CITIZENS FINANCIAL GROUP INC/RI	—	$5.05M	72,000	2.5%
ANALOG DEVICES INC	—	$4.74M	11,927	2.3%
MARTEN TRANSPORT LTDMRTN	Common Stock	$4.64M	267,594	2.3%
Palo Alto Networks Inc	—	$4.64M	13,600	2.3%
ASML HOLDING N.V.	—	$4.28M	2,150	2.1%
INTEL CORP	—	$4.19M	30,000	2.1%
THE GOLDMAN SACHS GROUP, INC.	—	$4.05M	4,000	2.0%
Howmet Aerospace Inc.	—	$4.03M	15,000	2.0%
TRACTOR SUPPLY CO /DE	—	$3.95M	125,000	1.9%
Iron Mountain Inc	—	$3.82M	30,000	1.9%
MASCO CORP /DE	—	$3.66M	45,000	1.8%
Madison Square Garden Sports Corp.	—	$3.21M	8,000	1.6%
Entegris, Inc.	—	$2.97M	16,500	1.5%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$2.87M	6,000	1.4%
TopBuild Corp	—	$2.84M	8,000	1.4%
Meta Platforms Inc	—	$2.82M	5,000	1.4%
TIMKEN CO	—	$2.76M	19,000	1.4%
LOEWS CORP	—	$2.72M	24,000	1.3%
Structure Therapeutics Inc.GPCR	ADR	$2.68M	50,000	1.3%
Alphabet Inc.	—	$2.50M	7,000	1.2%
JPMORGAN CHASE & CO	—	$2.29M	7,000	1.1%
Carlyle Group Inc.	—	$2.29M	54,400	1.1%
AMCOR PLC	—	$2.20M	50,750	1.1%
GE Vernova Inc.	—	$2.13M	1,812	1.0%
STAR BULK CARRIERS CORP.	—	$2.11M	84,590	1.0%
FORD MOTOR CO	—	$1.99M	143,000	1.0%
GENERAL ELECTRIC CO	—	$1.96M	5,250	1.0%
ExxonMobilXOM	Common Stock	$1.95M	14,242	1.0%
Solstice Advanced Materials Inc.	—	$1.94M	21,875	0.9%
CISCO SYSTEMS, INC.	—	$1.76M	15,000	0.9%
Baker Hughes Co	—	$1.67M	30,000	0.8%
Atlanta Braves Holdings, Inc.	—	$1.57M	30,319	0.8%
Salesforce Inc	—	$1.56M	9,932	0.8%
Builders FirstSource Inc	—	$1.53M	17,100	0.7%
DraftKings Inc.	—	$1.52M	60,000	0.7%
L3HARRIS TECHNOLOGIES, INC. /DE	—	$1.50M	5,175	0.7%
JFrog Ltd	—	$1.45M	16,000	0.7%
Rubrik, Inc.	—	$1.36M	17,000	0.7%
Toll Brothers Incorporated	—	$1.32M	8,000	0.6%
Snowflake Inc.	—	$1.30M	5,100	0.6%
Okta, Inc.	—	$1.30M	9,500	0.6%
MICROSOFT CORP	—	$1.29M	3,450	0.6%
Palantir Technologies Inc	—	$1.25M	10,700	0.6%
AMETEK Inc	—	$1.21M	5,000	0.6%