Highlander Partners, L.P.

CIK 0001903866 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Highlander Partners, L.P. reported 44 positions worth $298.3M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VRT (22.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$298.3M
2026 Q2
Positions
44
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.4%
Est. Net Flow (Q)
2026 Q2
10 / 44 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VRTVERTIV HOLDINGS COSH$66.2M22.17%197,569
2BXBLACKSTONE INCSH$28.1M9.41%238,600
3KEYSKEYSIGHT TECHNOLOGIES INCSH$27.7M9.29%79,200
4SGISOMNIGROUP INTERNATIONAL INCSH$25.8M8.66%329,500
5AMZNAMAZON COM INCSH$24.8M8.31%104,000
6MIRMMIRUM PHARMACEUTICALS INCSH$14.4M4.83%122,980
7DELLDELL TECHNOLOGIES INCSH$12.9M4.34%30,000
8SPXCSPX TECHNOLOGIES INCSH$12.8M4.29%52,250
9TCBITEXAS CAP BANCSHARES INCSH$12.8M4.29%123,842
10SUNBSUNBELT RENTALS HOLDINGS INCSH$11.2M3.76%150,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Highlander Partners, L.P. hold as of Q2 2026?

Highlander Partners, L.P. reported 44 positions worth $298.3M in its Q2 2026 13F filing. Largest positions: VRT (22.2%), BX (9.4%), KEYS (9.3%), SGI (8.7%) and AMZN (8.3%).

What did Highlander Partners, L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Highlander Partners, L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.