Highlander Partners, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$255.5M
Q ending 2026-03-31
Prior quarter
$278.7M
Q ending 2025-12-31
Change
-8.3% QoQ · +58.1% YoY
Positions
45
reported holdings
Largest positions
All 45 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vertiv Holdings Co | VRT | Shares | $66.0M | 264K |
| Blackstone Inc | BX | Shares | $27.4M | 239K |
| Keysight Technologies Inc | KEYS | Shares | $22.4M | 79K |
| Amazon Com Inc | AMZN | Shares | $21.7M | 104K |
| Parsons Corp Del | PSN | Shares | $13.9M | 256K |
| Texas Cap Bancshares Inc | TCBI | Shares | $11.8M | 124K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $11.4M | 123K |
| Danaher Corp Del | DHR | Shares | $11.0M | 58K |
| Alibaba Group Hldg Ltd | BABA | Shares | $10.9M | 87K |
| Spx Technologies Inc | SPXC | Shares | $10.4M | 52K |
| Daktronics Inc | DAKT | Shares | $7.8M | 400K |
| Spdr Series Trust | KRE | Shares | $6.5M | 100K |
| Ss&C Tech Hldgs | SSNC | Shares | $5.5M | 82K |
| Guidewire Software Inc | GWRE | Shares | $4.9M | 33K |
| Dell Technologies Inc | DELL | Shares | $4.9M | 30K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.6M | 4K |
| Distribution Solutions Grp I | DSGR | Shares | $2.3M | 86K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.9M | 10K |
| Spectral Ai Inc | MDAI | Shares | $1.3M | 900K |
| Somnigroup International Inc | SGI | Shares | $1.0M | 14K |
| Dorchester Minerals L P | DMLP | Shares | $896K | 33K |
| Mplx Lp | MPLX | Shares | $816K | 14K |
| Alphabet Inc | GOOGL | Shares | $633K | 2K |
| Enterprise Prods Partners L | EPD | Shares | $530K | 14K |
| Spdr Gold Tr | GLD | Shares | $499K | 1K |
| Casella Waste Sys Inc | CWST | Shares | $476K | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $441K | 2K |
| Philip Morris Intl Inc | PM | Shares | $413K | 3K |
| Merck & Co Inc | MRK | Shares | $397K | 3K |
| Microsoft Corp | MSFT | Shares | $389K | 1K |
| Phillips 66 | PSX | Shares | $364K | 2K |
| Plains Gp Hldgs L P | PAGP | Shares | $364K | 15K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $347K | 725 |
| Exxon Mobil Corp | XOM | Shares | $339K | 2K |
| Energy Transfer L P | ET | Shares | $330K | 17K |
| Ishares Tr | ACWI | Shares | $327K | 2K |
| Kimbell Rty Partners Lp | KRP | Shares | $318K | 22K |
| Meta Platforms Inc | META | Shares | $315K | 550 |
| Slb Limited | SLB | Shares | $259K | 5K |
| Ares Capital Corp | ARCC | Shares | $252K | 14K |
| Western Midstream Partners L | WES | Shares | $251K | 6K |
| Adobe Inc | ADBE | Shares | $243K | 1K |
| Ishares Tr | FXI | Shares | $215K | 6K |
| Visa Inc | V | Shares | $212K | 700 |
| Home Depot Inc | HD | Shares | $206K | 625 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.