Highlander Partners, L.P.

13F filer · CIK 0001903866

Reported Jul 29, 2026

13F portfolio value$298MU.S. long equity reported on 13F

Positions42Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight79.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202642 positions
VRTVertiv Holdings Co	$66.2M	22.17%	0.05%	-25.0%	Q4 2021
BXBlackstone Inc.	$28.1M	9.41%	0.03%	Not reported	Q4 2021
KEYSKeysight Technologies, Inc.	$27.7M	9.29%	0.05%	Not reported	Q4 2021
SGISomnigroup International Inc.	$25.8M	8.66%	0.16%	+2253.6%	Q1 2026
AMZNAmazon Com Inc	$24.8M	8.31%	0.00%	Not reported	Q4 2021
MIRMMirum Pharmaceuticals, Inc.	$14.4M	4.83%	0.19%	Not reported	Q4 2021
DELLDell Technologies Inc.	$12.9M	4.34%	0.00%	Not reported	Q3 2024
SPXCSPX Technologies, Inc.	$12.8M	4.29%	0.10%	Not reported	Q2 2025
TCBITexas Capital Bancshares Inc	$12.8M	4.29%	0.28%	Not reported	Q4 2021
SUNBSunbelt Rentals Holdings, Inc.	$11.2M	3.76%	0.04%	New	Q2 2026
DHRDanaher Corp	$11M	3.70%	0.01%	Not reported	Q2 2025
BABAAlibaba Group Holding Ltd	$8.37M	2.81%	0.00%	Not reported	Q4 2021
DAKTDaktronics Inc	$7.82M	2.62%	0.83%	Not reported	Q1 2024
PSNParsons Corp	$6.41M	2.15%	0.21%	-52.2%	Q2 2025
SSNCSS&C Technologies Holdings Inc	$5.08M	1.70%	0.03%	Not reported	Q2 2023
GWREGuidewire Software, Inc.	$4.06M	1.36%	0.04%	Not reported	Q1 2026
SPYSPDR S&P 500 ETF Trust	$2.99M	1.00%	Not reported	Not reported	Q4 2021
DSGRDistribution Solutions Group, Inc.	$2.35M	0.79%	0.19%	Not reported	Q4 2025
MDAISpectral AI, Inc.	$1.56M	0.52%	2.80%	Not reported	Q3 2023
DMLPDorchester Minerals, L.P.	$835K	0.28%	0.07%	Not reported	Q1 2025
MPLXMPLX LP	$805K	0.27%	0.00%	Not reported	Q1 2024
GOOGLAlphabet Inc.	$786K	0.26%	0.00%	Not reported	Q1 2024
CWSTCasella Waste Systems Inc	$582K	0.20%	Not reported	Not reported	Q4 2021
EPDEnterprise Products Partners L.P.	$515K	0.17%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$491K	0.16%	0.00%	Not reported	Q4 2021
PMPhilip Morris International Inc.	$452K	0.15%	0.00%	Not reported	Q1 2024
GLDSPDR Gold Trust	$427K	0.14%	0.00%	Not reported	Q1 2024
MRKMerck & Co., Inc.	$424K	0.14%	0.00%	Not reported	Q1 2024
MSFTMicrosoft Corp	$392K	0.13%	0.00%	Not reported	Q1 2024
PAGPPlains GP Holdings LP	$364K	0.12%	0.01%	Not reported	Q1 2024
BRK.BBerkshire Hathaway Inc	$363K	0.12%	Not reported	Not reported	Q4 2021
PSXPhillips 66	$338K	0.11%	0.00%	Not reported	Q2 2025
ETEnergy Transfer LP	$327K	0.11%	0.00%	Not reported	Q1 2024
KRPKimbell Royalty Partners, LP	$320K	0.11%	0.08%	Not reported	Q1 2024
METAMeta Platforms, Inc.	$310K	0.10%	Not reported	Not reported	Q1 2024
XOMExxonMobil Holdings Corp	$273K	0.09%	0.00%	Not reported	Q1 2024
WESWestern Midstream Partners, LP	$267K	0.09%	0.00%	Not reported	Q1 2024
ARCCAres Capital Corp	$259K	0.09%	0.00%	Not reported	Q1 2024
VVisa Inc.	$240K	0.08%	0.00%	Not reported	Q3 2024
SLBSLB Limited	$234K	0.08%	0.00%	Not reported	Q1 2025
HDHome Depot, Inc.	$220K	0.07%	0.00%	Not reported	Q1 2024
ADBEAdobe Inc.	$205K	0.07%	0.00%	Not reported	Q4 2022
Q1 2026Reported Apr 14, 202641 positions
VRTVertiv Holdings Co	$66M	25.85%	0.07%	-10.2%	Q4 2021
BXBlackstone Inc.	$27.4M	10.74%	0.03%	-2.2%	Q4 2021
KEYSKeysight Technologies, Inc.	$22.4M	8.75%	0.05%	Not reported	Q4 2021
AMZNAmazon Com Inc	$21.7M	8.48%	0.00%	+1.0%	Q4 2021
PSNParsons Corp	$13.9M	5.42%	0.45%	-7.7%	Q2 2025
TCBITexas Capital Bancshares Inc	$11.8M	4.60%	0.28%	-26.9%	Q4 2021
MIRMMirum Pharmaceuticals, Inc.	$11.4M	4.45%	0.20%	Not reported	Q4 2021
DHRDanaher Corp	$11M	4.30%	0.01%	Not reported	Q2 2025
BABAAlibaba Group Holding Ltd	$10.9M	4.28%	0.00%	Not reported	Q4 2021
SPXCSPX Technologies, Inc.	$10.4M	4.09%	0.10%	Not reported	Q2 2025
DAKTDaktronics Inc	$7.82M	3.06%	0.83%	Not reported	Q1 2024
SSNCSS&C Technologies Holdings Inc	$5.53M	2.16%	0.03%	Not reported	Q2 2023
GWREGuidewire Software, Inc.	$4.94M	1.93%	0.04%	New	Q1 2026
DELLDell Technologies Inc.	$4.92M	1.93%	0.00%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$2.6M	1.02%	Not reported	Not reported	Q4 2021
DSGRDistribution Solutions Group, Inc.	$2.25M	0.88%	0.19%	Not reported	Q4 2025
MDAISpectral AI, Inc.	$1.32M	0.52%	2.83%	Not reported	Q3 2023
SGISomnigroup International Inc.	$1.03M	0.40%	0.01%	New	Q1 2026
DMLPDorchester Minerals, L.P.	$896K	0.35%	0.07%	Not reported	Q1 2025
MPLXMPLX LP	$816K	0.32%	0.00%	Not reported	Q1 2024
GOOGLAlphabet Inc.	$633K	0.25%	0.00%	Not reported	Q1 2024
EPDEnterprise Products Partners L.P.	$530K	0.21%	0.00%	Not reported	Q1 2024
GLDSPDR Gold Trust	$499K	0.20%	0.00%	Not reported	Q1 2024
CWSTCasella Waste Systems Inc	$476K	0.19%	Not reported	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$441K	0.17%	0.00%	Not reported	Q4 2021
PMPhilip Morris International Inc.	$413K	0.16%	0.00%	Not reported	Q1 2024
MRKMerck & Co., Inc.	$397K	0.16%	0.00%	Not reported	Q1 2024
MSFTMicrosoft Corp	$389K	0.15%	0.00%	Not reported	Q1 2024
PSXPhillips 66	$364K	0.14%	0.00%	Not reported	Q2 2025
PAGPPlains GP Holdings LP	$364K	0.14%	0.01%	Not reported	Q1 2024
BRK.BBerkshire Hathaway Inc	$347K	0.14%	Not reported	-52.5%	Q4 2021
XOMExxonMobil Holdings Corp	$339K	0.13%	0.00%	Not reported	Q1 2024
ETEnergy Transfer LP	$330K	0.13%	0.00%	Not reported	Q1 2024
KRPKimbell Royalty Partners, LP	$318K	0.12%	0.08%	Not reported	Q1 2024
METAMeta Platforms, Inc.	$315K	0.12%	Not reported	Not reported	Q1 2024
SLBSLB Limited	$259K	0.10%	0.00%	Not reported	Q1 2025
ARCCAres Capital Corp	$252K	0.10%	0.00%	Not reported	Q1 2024
WESWestern Midstream Partners, LP	$251K	0.10%	0.00%	Not reported	Q1 2024
ADBEAdobe Inc.	$243K	0.10%	0.00%	Not reported	Q4 2022
VVisa Inc.	$212K	0.08%	0.00%	Not reported	Q3 2024
HDHome Depot, Inc.	$206K	0.08%	0.00%	Not reported	Q1 2024
Q4 2025Reported Feb 3, 202662 positions
VRTVertiv Holdings Co	$47.6M	17.07%	0.08%	-17.0%	Q4 2021
BXBlackstone Inc.	$37.6M	13.50%	0.03%	Not reported	Q4 2021
AMZNAmazon Com Inc	$23.8M	8.53%	0.00%	Not reported	Q4 2021
PSNParsons Corp	$17.1M	6.15%	0.49%	+68.3%	Q2 2025
KEYSKeysight Technologies, Inc.	$16.1M	5.77%	0.05%	Not reported	Q4 2021
TCBITexas Capital Bancshares Inc	$15.3M	5.50%	0.37%	Not reported	Q4 2021
DHRDanaher Corp	$13.3M	4.76%	0.01%	+3.6%	Q2 2025
YMMFull Truck Alliance Co. Ltd.	$13.2M	4.73%	Not reported	Not reported	Q4 2021
BABAAlibaba Group Holding Ltd	$12.8M	4.59%	0.00%	Not reported	Q4 2021
SPXCSPX Technologies, Inc.	$10.5M	3.75%	0.10%	Not reported	Q2 2025
MIRMMirum Pharmaceuticals, Inc.	$9.71M	3.49%	0.24%	Not reported	Q4 2021
HONHoneywell International Inc	$8.88M	3.19%	0.01%	Not reported	Q2 2025
DAKTDaktronics Inc	$7.91M	2.84%	0.82%	Not reported	Q1 2024
SSNCSS&C Technologies Holdings Inc	$7.15M	2.57%	0.03%	Not reported	Q2 2023
DELLDell Technologies Inc.	$3.78M	1.36%	0.00%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$2.73M	0.98%	Not reported	Not reported	Q4 2021
DSGRDistribution Solutions Group, Inc.	$2.35M	0.84%	0.19%	New	Q4 2025
MDAISpectral AI, Inc.	$1.28M	0.46%	2.93%	Not reported	Q3 2023
BRK.BBerkshire Hathaway Inc	$767K	0.28%	Not reported	Not reported	Q4 2021
MPLXMPLX LP	$763K	0.27%	0.00%	Not reported	Q1 2024
DMLPDorchester Minerals, L.P.	$740K	0.27%	0.07%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$689K	0.25%	0.00%	Not reported	Q1 2024
GHCGraham Holdings Co	$588K	0.21%	Not reported	Not reported	Q4 2021
CWSTCasella Waste Systems Inc	$588K	0.21%	Not reported	Not reported	Q4 2021
WTMWhite Mountains Insurance Group Ltd	$582K	0.21%	0.01%	Not reported	Q4 2021
MSFTMicrosoft Corp	$508K	0.18%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$483K	0.17%	0.00%	Not reported	Q4 2021
GLDSPDR Gold Trust	$460K	0.16%	0.00%	Not reported	Q1 2024
EPDEnterprise Products Partners L.P.	$449K	0.16%	0.00%	Not reported	Q1 2024
PMPhilip Morris International Inc.	$401K	0.14%	0.00%	Not reported	Q1 2024
METAMeta Platforms, Inc.	$363K	0.13%	Not reported	Not reported	Q1 2024
ADBEAdobe Inc.	$350K	0.13%	0.00%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$347K	0.12%	0.00%	Not reported	Q1 2024
PAGPPlains GP Holdings LP	$287K	0.10%	0.01%	Not reported	Q1 2024
ARCCAres Capital Corp	$283K	0.10%	0.00%	Not reported	Q1 2024
ETEnergy Transfer LP	$282K	0.10%	0.00%	Not reported	Q1 2024
KRPKimbell Royalty Partners, LP	$259K	0.09%	0.08%	Not reported	Q1 2024
PSXPhillips 66	$258K	0.09%	0.00%	Not reported	Q2 2025
VVisa Inc.	$245K	0.09%	0.00%	Not reported	Q3 2024
WESWestern Midstream Partners, LP	$241K	0.09%	0.00%	Not reported	Q1 2024
XOMExxonMobil Holdings Corp	$241K	0.09%	0.00%	Not reported	Q1 2024
ORCLOracle Corp	$228K	0.08%	0.00%	Not reported	Q2 2025
HDHome Depot, Inc.	$215K	0.08%	0.00%	Not reported	Q1 2024
RSGRepublic Services, Inc.	$212K	0.08%	0.00%	Not reported	Q3 2024
SLBSLB Limited	$193K	0.07%	0.00%	Not reported	Q1 2025
NOANorth American Construction Group Ltd.	$132K	0.05%	0.03%	Not reported	Q4 2021
LLoews Corp	$129K	0.05%	0.00%	New	Q4 2025
PPLIPeople Inc	$126K	0.05%	Not reported	New	Q4 2025
PGPROCTER & GAMBLE Co	$115K	0.04%	0.00%	New	Q4 2025
SEBSeaboard Corp	$107K	0.04%	0.00%	New	Q4 2025

Q3 2025Reported Nov 13, 202546 positions
VRTVertiv Holdings Co	$53.3M	18.60%	0.09%	Not reported	Q4 2021
BXBlackstone Inc.	$41.7M	14.54%	0.03%	Not reported	Q4 2021
AMZNAmazon Com Inc	$22.6M	7.89%	0.00%	Not reported	Q4 2021
YMMFull Truck Alliance Co. Ltd.	$15.9M	5.56%	Not reported	-17.5%	Q4 2021
BABAAlibaba Group Holding Ltd	$15.6M	5.44%	0.00%	Not reported	Q4 2021
TCBITexas Capital Bancshares Inc	$14.3M	5.00%	0.37%	Not reported	Q4 2021
KEYSKeysight Technologies, Inc.	$13.9M	4.83%	0.05%	Not reported	Q4 2021
PSNParsons Corp	$13.7M	4.77%	0.30%	+35.1%	Q2 2025
DHRDanaher Corp	$11.1M	3.87%	0.01%	Not reported	Q2 2025
SPXCSPX Technologies, Inc.	$9.76M	3.40%	0.10%	+26.7%	Q2 2025
HONHoneywell International Inc	$9.58M	3.34%	0.01%	Not reported	Q2 2025
MIRMMirum Pharmaceuticals, Inc.	$9.02M	3.14%	0.24%	Not reported	Q4 2021
DAKTDaktronics Inc	$8.37M	2.92%	0.82%	Not reported	Q1 2024
SSNCSS&C Technologies Holdings Inc	$7.26M	2.53%	0.03%	Not reported	Q2 2023
WSCWillScot Holdings Corp	$5.27M	1.84%	0.14%	Not reported	Q3 2023
DELLDell Technologies Inc.	$4.25M	1.48%	0.00%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$2.66M	0.93%	Not reported	Not reported	Q4 2021
MDAISpectral AI, Inc.	$2.05M	0.72%	3.30%	Not reported	Q3 2023
DMLPDorchester Minerals, L.P.	$856K	0.30%	0.07%	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$767K	0.27%	Not reported	Not reported	Q4 2021
MPLXMPLX LP	$714K	0.25%	0.00%	Not reported	Q1 2024
GHCGraham Holdings Co	$630K	0.22%	Not reported	Not reported	Q4 2021
CWSTCasella Waste Systems Inc	$569K	0.20%	Not reported	Not reported	Q4 2021
MSFTMicrosoft Corp	$544K	0.19%	0.00%	Not reported	Q1 2024
GOOGLAlphabet Inc.	$535K	0.19%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$473K	0.17%	0.00%	Not reported	Q4 2021
WTMWhite Mountains Insurance Group Ltd	$468K	0.16%	0.01%	Not reported	Q4 2021
EPDEnterprise Products Partners L.P.	$438K	0.15%	0.00%	Not reported	Q1 2024
GLDSPDR Gold Trust	$412K	0.14%	0.00%	Not reported	Q1 2024
PMPhilip Morris International Inc.	$406K	0.14%	0.00%	Not reported	Q1 2024
METAMeta Platforms, Inc.	$404K	0.14%	Not reported	Not reported	Q1 2024
ADBEAdobe Inc.	$353K	0.12%	0.00%	Not reported	Q4 2022
ORCLOracle Corp	$329K	0.11%	0.00%	Not reported	Q2 2025
KRPKimbell Royalty Partners, LP	$297K	0.10%	0.08%	Not reported	Q1 2024
ETEnergy Transfer LP	$293K	0.10%	0.00%	Not reported	Q1 2024
ARCCAres Capital Corp	$286K	0.10%	0.00%	Not reported	Q1 2024
MRKMerck & Co., Inc.	$277K	0.10%	0.00%	Not reported	Q1 2024
PAGPPlains GP Holdings LP	$274K	0.10%	0.01%	Not reported	Q1 2024
PSXPhillips 66	$272K	0.09%	0.00%	Not reported	Q2 2025
HDHome Depot, Inc.	$253K	0.09%	0.00%	Not reported	Q1 2024
FISVFiserv Inc	$245K	0.09%	0.00%	Not reported	Q1 2024
AMDAdvanced Micro Devices Inc	$243K	0.08%	0.00%	-95.8%	Q1 2023
WESWestern Midstream Partners, LP	$240K	0.08%	0.00%	Not reported	Q1 2024
VVisa Inc.	$239K	0.08%	0.00%	Not reported	Q3 2024
RSGRepublic Services, Inc.	$229K	0.08%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$226K	0.08%	0.00%	Not reported	Q1 2024

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