Highlander Partners, L.P.
Top Portfolio Positions
41 positions ·
$246,572,600 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VRT |
Vertiv Holdings Co
Industrials
|
263,569 | $66,045,120 | 26.79% | |
| BX |
Blackstone Inc.
Financial Services
|
238,600 | $27,436,614 | 11.13% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
79,200 | $22,363,704 | 9.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
104,000 | $21,660,080 | 8.78% | |
| PSN |
Parsons Corp
Technology
|
255,900 | $13,862,103 | 5.62% | |
| TCBI |
Texas Capital Bancshares Inc/Tx
Financial Services
|
123,842 | $11,750,128 | 4.77% | |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
122,980 | $11,360,892 | 4.61% | |
| DHR |
Danaher Corp /De/
Healthcare
|
58,000 | $10,996,800 | 4.46% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
87,200 | $10,940,112 | 4.44% | |
| SPXC |
SPX Technologies, Inc.
Industrials
|
52,250 | $10,446,865 | 4.24% |
Portfolio Trend
18 quarters · across all stocks
Holdings in DAKT
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,820,000 | 400,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,908,000 | 400,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,368,000 | 400,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,048,000 | 400,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,872,000 | 400,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,744,000 | 400,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,164,000 | 400,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,161,500 | 370,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,685,200 | 370,000 | Shares | Sole | 2024-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||