Buckland Partners Management Co LLC

CIK

2074628

Location

HARRISON, NY

Portfolio Value

Small $204,045,769

Diversification

Diversified

Filing Date

Global Rank

#4,542 / 8,700 ▲ 2142

Top Industry

Software - Infrastructure 13.9%

Period ended 2 months ago

Filed Aug 7, 2026 · 37d

3 quarters · since Dec 2025

Portfolio Concentration

95 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.5%

+0.3 pts

Top 5

28.3%

−1.2 pts

Top 10

40.2%

−1.9 pts

HHI

274

Diversified−9

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.4%	$76,229,813	39
Industrials	23.9%	$48,721,513	16
Financial Services	14.8%	$30,146,299	10
Consumer Cyclical	9.3%	$19,027,325	11
Communication Services	6.7%	$13,770,948	8
Energy	2.6%	$5,302,218	4
Healthcare	2.3%	$4,603,988	4
Real Estate	2.1%	$4,305,540	2
Basic Materials	0.9%	$1,938,125	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
ONDS	Ondas Inc.	+10,000	58,000	$477,920
SAIL	SailPoint, Inc.	+3,000	15,000	$219,600
GTLB	Gitlab Inc.	+3,000	16,000	$488,480
CRM	Salesforce, Inc.	+2,000	9,932	$1,555,947
FIG	Figma, Inc.	+1,000	12,200	$220,698
NOW	ServiceNow, Inc.	+800	6,000	$595,680
CRWV	CoreWeave, Inc.	+500	7,200	$716,688
PANW	Palo Alto Networks Inc	+200	13,600	$4,637,872
SNOW	Snowflake Inc.	+200	5,100	$1,297,950
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−2,850	4,650	$1,041,135
PEGA	Pegasystems Inc	−2,000	17,000	$509,490
AMD	Advanced Micro Devices Inc	−200	1,800	$1,045,638
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	10,700	$1,248,369
MTDR	Matador Resources Co	20,000	$995,600
CVLT	Commvault Systems Inc	3,000	$425,190
CRWD	CrowdStrike Holdings, Inc.	500	$381,570
IONQ	IonQ, Inc.	6,000	$319,560
PRGS	Progress Software Corp /Ma	7,000	$235,060
CRSP	CRISPR Therapeutics AG	4,000	$218,160
TSLA	Tesla, Inc.	500	$210,300
BTGO	Bitgo Holdings, Inc.	16,000	$82,880
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
TENB	Tenable Holdings, Inc.	17,000	$287,640
AI	C3.ai, Inc.	16,000	$134,720
CNTA	Centessa Pharmaceuticals plc	30,000	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

95 tracked positions · $204,045,769 total · filing declares 97 positions · $204,180,342 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 95 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CRS	Carpenter Technology Corp Industrials	Held	28,000	0	$17,271,520	+56.5%	8.46%
SNPS	Synopsys Inc Technology	Held	33,000	0	$14,720,310	+12.5%	7.21%
WRB	Berkley W R Corp Financial Services	Held	148,500	0	$10,473,705	+6.4%	5.13%
AAPL	Apple Inc. Technology	Held	30,400	0	$8,796,544	+14.0%	4.31%
SLGN	Silgan Holdings Inc Consumer Cyclical	Held	138,800	0	$6,438,932	+19.6%	3.16%
ALAB	Astera Labs, Inc. Technology	Held	11,000	0	$5,313,220	+340.7%	2.60%
CFG	Citizens Financial Group Inc/Ri Financial Services	Held	72,000	0	$5,045,040	+16.8%	2.47%
ADI	Analog Devices Inc Technology	Held	11,927	0	$4,737,046	+24.8%	2.32%
MRTN	Marten Transport Ltd Industrials	Held	267,594	0	$4,642,755	+32.1%	2.28%
PANW	Palo Alto Networks Inc Technology	Added	13,600	+200	$4,637,872	+115.9%	2.27%
ASML	Asml Holding NV Technology	Held	2,150	0	$4,277,295	+50.6%	2.10%
INTC	Intel Corp Technology	Held	30,000	0	$4,188,900	+216.4%	2.05%
GS	Goldman Sachs Group Inc Financial Services	Held	4,000	0	$4,045,480	+19.5%	1.98%
HWM	Howmet Aerospace Inc. Industrials	Held	15,000	0	$4,032,900	+16.7%	1.98%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Held	125,000	0	$3,951,250	−30.2%	1.94%
IRM	Iron Mountain Inc Real Estate	Held	30,000	0	$3,789,300	+23.7%	1.86%
MAS	Masco Corp /De/ Industrials	Held	45,000	0	$3,661,650	+34.8%	1.79%
MSGS	Madison Square Garden Sports Corp. Communication Services	Held	8,000	0	$3,214,720	+25.0%	1.58%
ENTG	Entegris Inc Technology	Held	16,500	0	$2,967,690	+53.4%	1.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	6,000	0	$2,865,420	+41.3%	1.40%
GOOGL	Alphabet Inc. Communication Services	Held	8,000	0	$2,854,920	+24.1%	1.40%
		Held	8,000	0	$2,836,240	—	1.39%
META	Meta Platforms, Inc. Communication Services	Held	5,000	0	$2,816,450	−1.5%	1.38%
TKR	Timken Co Industrials	Held	19,000	0	$2,761,080	+44.5%	1.35%
L	Loews Corp Financial Services	Held	24,000	0	$2,717,040	+6.1%	1.33%
GPCR	Structure Therapeutics Inc. Healthcare	Held	50,000	0	$2,683,500	+11.3%	1.32%
JPM	Jpmorgan Chase & Co Financial Services	Held	7,000	0	$2,291,310	+11.3%	1.12%
CG	Carlyle Group Inc. Financial Services	Held	54,400	0	$2,290,784	−13.0%	1.12%
AMCR	Amcor plc Consumer Cyclical	Held	50,750	0	$2,200,012	+9.1%	1.08%
GEV	GE Vernova Inc. Industrials	Held	1,812	0	$2,128,846	+34.6%	1.04%
SBLK	Star Bulk Carriers Corp. Industrials	Held	84,590	0	$2,112,212	+8.7%	1.04%
F	Ford Motor Co Consumer Cyclical	Held	143,000	0	$1,987,700	+20.5%	0.97%
GE	General Electric Co Industrials	Held	5,250	0	$1,962,082	+31.7%	0.96%
XOM	ExxonMobil Holdings Corp Energy	Held	14,242	0	$1,947,166	−19.4%	0.95%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	21,875	0	$1,938,125	+16.3%	0.95%
CSCO	Cisco Systems, Inc. Technology	Held	15,000	0	$1,761,900	+51.4%	0.86%
BKR	Baker Hughes Co Energy	Held	30,000	0	$1,665,000	−9.1%	0.82%
BATRA	Atlanta Braves Holdings, Inc. Communication Services	Held	30,319	0	$1,573,556	+21.5%	0.77%
CRM	Salesforce, Inc. Technology	Added	9,932	+2,000	$1,555,947	+5.1%	0.76%
BLDR	Builders FirstSource, Inc. Industrials	Held	17,100	0	$1,530,108	+8.7%	0.75%
DKNG	DraftKings Inc. Consumer Cyclical	Held	60,000	0	$1,515,600	+16.8%	0.74%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	5,175	0	$1,503,803	−15.8%	0.74%
FROG	JFrog Ltd Technology	Held	16,000	0	$1,454,080	+93.7%	0.71%
RBRK	Rubrik, Inc. Technology	Held	17,000	0	$1,364,760	+63.9%	0.67%
TOL	Toll Brothers, Inc. Consumer Cyclical	Held	8,000	0	$1,318,000	+20.7%	0.65%
SNOW	Snowflake Inc. Technology	Added	5,100	+200	$1,297,950	+75.6%	0.64%
OKTA	Okta, Inc. Technology	Held	9,500	0	$1,296,275	+73.4%	0.64%
MSFT	Microsoft Corp Technology	Held	3,450	0	$1,286,919	+0.8%	0.63%
PLTR	Palantir Technologies Inc. Technology	NEW	10,700	NEW	$1,248,369	NEW	0.61%
AME	Ametek Inc/ Industrials	Held	5,000	0	$1,209,700	+12.9%	0.59%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.