Highlander Partners, L.P. — 13F Holdings & Portfolio
CIK 1903866 · latest 13F-HR filed 2026-04-14
Highlander Partners, L.P. manages $255.5M in 13F-reported U.S. long-equity assets across 47 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VRT (25.85%), BX (10.33%), KEYS (8.75%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 23, added to 15, and trimmed 18.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$255.5M
Long-equity book
47
Distinct positions
2026-03-31
Filed 2026-04-14
+2 / −23 / ↑15 / ↓18
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VERTIV HOLDINGS CO$18.5M +38.9%
- KEYSIGHT TECHNOLOGIES INC$6.3M +39.0%
- MIRUM PHARMACEUTICALS INC$1.6M +17.0%
- DELL TECHNOLOGIES INC$1.1M +30.4%
- DORCHESTER MINERALS L P$156.8K +21.2%
Top Trims
- BLACKSTONE INC-$10.2M -27.0%
- SPDR SERIES TRUST-$6.4M -49.7%
- TEXAS CAP BANCSHARES INC-$3.6M -23.4%
- PARSONS CORP DEL-$3.3M -19.1%
- DANAHER CORP DEL-$2.3M -17.2%
Exited Positions
- FULL TRUCK ALLIANCE CO LTD$13.2M
- HONEYWELL INTL INC$8.9M
- GRAHAM HLDGS CO$587.8K
- WHITE MTNS INS GROUP LTD$581.8K
- ORACLE CORP$228.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 92537N108 | $66.0M | 25.85% | 263,569 | SH |
| 2 | BLACKSTONE INC | BX | 09260D107 | $26.4M | 10.33% | 229,600 | SH |
| 3 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $22.4M | 8.75% | 79,200 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $21.7M | 8.48% | 104,000 | SH |
| 5 | PARSONS CORP DEL | PSN | 70202L102 | $13.9M | 5.42% | 255,900 | SH |
| 6 | TEXAS CAP BANCSHARES INC | TCBI | 88224Q107 | $11.8M | 4.60% | 123,842 | SH |
| 7 | MIRUM PHARMACEUTICALS INC | MIRM | 604749101 | $11.4M | 4.45% | 122,980 | SH |
| 8 | DANAHER CORP DEL | DHR | 235851102 | $11.0M | 4.30% | 58,000 | SH |
| 9 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $10.7M | 4.17% | 85,000 | SH |
| 10 | SPX TECHNOLOGIES INC | SPXC | 78473E103 | $10.4M | 4.09% | 52,250 | SH |
| 11 | DAKTRONICS INC | DAKT | 234264109 | $7.8M | 3.06% | 400,000 | SH |
| 12 | SPDR SERIES TRUST | KRE | 78464A698 | $6.5M | 2.55% | 100,000 | SH |
| 13 | SS&C TECH HLDGS | SSNC | 78467J100 | $5.5M | 2.16% | 81,800 | SH |
| 14 | GUIDEWIRE SOFTWARE INC | GWRE | 40171V100 | $4.9M | 1.93% | 33,000 | SH |
| 15 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $4.9M | 1.93% | 30,000 | SH |
| 16 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.6M | 1.02% | 4,000 | SH |
| 17 | DISTRIBUTION SOLUTIONS GRP I | DSGR | 520776105 | $2.3M | 0.88% | 85,899 | SH |
| 18 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $1.9M | 0.74% | 9,900 | SH |
| 19 | SPECTRAL AI INC | MDAI | 84757T105 | $1.3M | 0.52% | 900,000 | SH |
| 20 | BLACKSTONE INC | BX | 09260D107 | $1.0M | 0.41% | 9,000 | SH |
| 21 | SOMNIGROUP INTERNATIONAL INC | SGI | 88023U101 | $1.0M | 0.40% | 14,000 | SH |
| 22 | DORCHESTER MINERALS L P | DMLP | 25820R105 | $896.4K | 0.35% | 33,077 | SH |
| 23 | MPLX LP | MPLX | 55336V100 | $815.6K | 0.32% | 14,291 | SH |
| 24 | ALPHABET INC | GOOGL | 02079K305 | $632.6K | 0.25% | 2,200 | SH |
| 25 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $529.8K | 0.21% | 14,000 | SH |
| 26 | SPDR GOLD TR | GLD | 78463V107 | $499.1K | 0.20% | 1,160 | SH |
| 27 | CASELLA WASTE SYS INC | CWST | 147448104 | $476.0K | 0.19% | 6,000 | SH |
| 28 | JPMORGAN CHASE & CO | JPM | 46625H100 | $441.2K | 0.17% | 1,500 | SH |
| 29 | PHILIP MORRIS INTL INC | PM | 718172109 | $413.4K | 0.16% | 2,500 | SH |
| 30 | MERCK & CO INC | MRK | 58933Y105 | $397.0K | 0.16% | 3,300 | SH |
| 31 | MICROSOFT CORP | MSFT | 594918104 | $388.7K | 0.15% | 1,050 | SH |
| 32 | PHILLIPS 66 | PSX | 718546104 | $364.4K | 0.14% | 2,000 | SH |
| 33 | PLAINS GP HLDGS L P | PAGP | 72651A207 | $364.2K | 0.14% | 15,000 | SH |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $347.4K | 0.14% | 725 | SH |
| 35 | EXXON MOBIL CORP | XOM | 30231G102 | $339.3K | 0.13% | 2,000 | SH |
| 36 | ENERGY TRANSFER L P | ET | 29273V100 | $329.6K | 0.13% | 17,080 | SH |
| 37 | ISHARES TR | ACWI | 464288257 | $326.6K | 0.13% | 2,360 | SH |
| 38 | KIMBELL RTY PARTNERS LP | KRP | 49435R102 | $318.3K | 0.12% | 22,000 | SH |
| 39 | META PLATFORMS INC | META | 30303M102 | $314.7K | 0.12% | 550 | SH |
| 40 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $276.0K | 0.11% | 2,200 | SH |
| 41 | SLB LIMITED | SLB | 806857108 | $259.0K | 0.10% | 5,040 | SH |
| 42 | ARES CAPITAL CORP | ARCC | 04010L103 | $252.3K | 0.10% | 14,000 | SH |
| 43 | WESTERN MIDSTREAM PARTNERS L | WES | 958669103 | $251.1K | 0.10% | 6,100 | SH |
| 44 | ADOBE INC | ADBE | 00724F101 | $243.1K | 0.10% | 1,000 | SH |
| 45 | ISHARES TR | FXI | 464287184 | $215.4K | 0.08% | 6,000 | SH |
| 46 | VISA INC | V | 92826C839 | $211.6K | 0.08% | 700 | SH |
| 47 | HOME DEPOT INC | HD | 437076102 | $205.6K | 0.08% | 625 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-14 | $255.5M | 47 | 0001754960-26-000249 |
| 2025-12-31 | 2026-02-03 | $278.7M | 68 | 0001754960-26-000143 |