Highlander Partners, L.P.

Est. AUM

$218.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VERTIV HOLDINGS CO	COM CL A	$66.0M	263569	30.23%	SOLE
2	KEYSIGHT TECHNOLOGIES INC	COM	$22.4M	79200	10.24%	SOLE
3	AMAZON COM INC	COM	$21.7M	104000	9.91%	SOLE
4	PARSONS CORP DEL	COM	$13.9M	255900	6.35%	SOLE
5	TEXAS CAP BANCSHARES INC	COM	$11.8M	123842	5.38%	SOLE
6	MIRUM PHARMACEUTICALS INC	COM	$11.4M	122980	5.20%	SOLE
7	DANAHER CORP DEL	COM	$11.0M	58000	5.03%	SOLE
8	SPX TECHNOLOGIES INC	COM	$10.4M	52250	4.78%	SOLE
9	DAKTRONICS INC	COM	$7.8M	400000	3.58%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$6.5M	100000	2.98%	SOLE
11	SS&C TECH HLDGS	COM	$5.5M	81800	2.53%	SOLE
12	GUIDEWIRE SOFTWARE INC	COM	$4.9M	33000	2.26%	SOLE
13	DELL TECHNOLOGIES INC	CL C	$4.9M	30000	2.25%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.6M	4000	1.19%	SOLE
15	DISTRIBUTION SOLUTIONS GRP I	COM	$2.3M	85899	1.03%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.9M	9900	0.87%	SOLE
17	SPECTRAL AI INC	COM CL A	$1.3M	900000	0.61%	SOLE
18	BLACKSTONE INC	COM	$1.0M	9000	0.47%	OTR
19	SOMNIGROUP INTERNATIONAL INC	COM	$1.0M	14000	0.47%	SOLE
20	DORCHESTER MINERALS L P	COM UNIT	$896K	33077	0.41%	OTR
21	MPLX LP	COM UNIT REP LTD	$816K	14291	0.37%	OTR
22	ALPHABET INC	CAP STK CL A	$633K	2200	0.29%	OTR
23	ENTERPRISE PRODS PARTNERS L	COM	$530K	14000	0.24%	OTR
24	SPDR GOLD TR	GOLD SHS	$499K	1160	0.23%	OTR
25	CASELLA WASTE SYS INC	CL A	$476K	6000	0.22%	SOLE
26	JPMORGAN CHASE & CO	COM	$441K	1500	0.20%	OTR
27	PHILIP MORRIS INTL INC	COM	$413K	2500	0.19%	OTR
28	MERCK & CO INC	COM	$397K	3300	0.18%	OTR
29	MICROSOFT CORP	COM	$389K	1050	0.18%	OTR
30	PHILLIPS 66	COM	$364K	2000	0.17%	OTR
31	PLAINS GP HLDGS L P	LTD PARTNR INT A	$364K	15000	0.17%	OTR
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$347K	725	0.16%	OTR
33	EXXON MOBIL CORP	COM	$339K	2000	0.16%	OTR
34	ENERGY TRANSFER L P	COM UT LTD PTN	$330K	17080	0.15%	OTR
35	ISHARES TR	MSCI ACWI ETF	$327K	2360	0.15%	SOLE
36	KIMBELL RTY PARTNERS LP	UNIT	$318K	22000	0.15%	OTR
37	META PLATFORMS INC	CL A	$315K	550	0.14%	OTR
38	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$276K	2200	0.13%	OTR
39	SLB LIMITED	COM STK	$259K	5040	0.12%	OTR
40	ARES CAPITAL CORP	COM	$252K	14000	0.12%	OTR
41	WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$251K	6100	0.11%	OTR
42	ADOBE INC	COM	$243K	1000	0.11%	SOLE
43	ISHARES TR	CHINA LG-CAP ETF	$215K	6000	0.10%	OTR
44	VISA INC	COM CL A	$212K	700	0.10%	OTR
45	HOME DEPOT INC	COM	$206K	625	0.09%	OTR

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.