Investor
Highlander Partners, L.P.
CIK 0001903866 · filed 2026-04-14 · SEC filing
13F book
$255.5M
Positions
45
2 new · 23 sold
Largest name
25.8%
Vertiv Holdings Co · VRT
Est. mark
$13.6M
Price effect on 43 names still held. Flow −$36.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vertiv Holdings Co | VRT | 263.6K | $66M | 25.8% | $23.3M | Cut$18.5M |
| Blackstone Inc. | BX | 238.6K | $27.4M | 10.7% | −$9.34M | Cut−$10.2M |
| Keysight Technologies, Inc. | KEYS | 79.2K | $22.4M | 8.8% | $6.27M | Held |
| Amazon Com Inc | AMZN | 104K | $21.7M | 8.5% | −$2.32M | Added−$2.11M |
| Parsons Corp Del | — | 255.9K | $13.9M | 5.4% | −$1.95M | Cut−$3.28M |
| Texas Cap Bancshares Inc | — | 123.8K | $11.8M | 4.6% | $537.5K | Cut−$3.59M |
| Mirum Pharmaceuticals, Inc. | MIRM | 123K | $11.4M | 4.4% | $1.65M | Held |
| Danaher Corporation | — | 58K | $11M | 4.3% | −$2.28M | Held |
| Alibaba Group Hldg Ltd | — | 87.2K | $10.9M | 4.3% | −$1.84M | Held |
| SPX Technologies, Inc. | SPXC | 52.3K | $10.4M | 4.1% | −$6.27K | Held |
| Daktronics Inc | — | 400K | $7.82M | 3.1% | −$88K | Held |
| Spdr Series Trust | — | 100K | $6.51M | 2.5% | $34K | Cut−$6.45M |
| Ss&C Technologies Hldgs Inc | — | 81.8K | $5.53M | 2.2% | −$1.62M | Held |
| Guidewire Software, Inc. | GWRE | 33K | $4.94M | 1.9% | — | New |
| Dell Technologies Inc. | DELL | 30K | $4.92M | 1.9% | $1.15M | Held |
| Spdr S&P 500 Etf Tr | — | 4K | $2.6M | 1.0% | −$126.3K | Held |
| Distribution Solutions Grp I | — | 85.9K | $2.25M | 0.9% | −$98.8K | Held |
| Invesco Exchange Traded Fd T | — | 9.9K | $1.9M | 0.7% | $3.56K | Held |
| Spectral Ai Inc | — | 900K | $1.32M | 0.5% | $45K | Held |
| Somnigroup International Inc. | SGI | 14K | $1.03M | 0.4% | — | New |
| Dorchester Minerals Lp | DMLP | 33.1K | $896.4K | 0.4% | $156.8K | Held |
| Mplx Lp | — | 14.3K | $815.6K | 0.3% | $52.9K | Held |
| Alphabet Inc | — | 2.2K | $632.6K | 0.2% | −$56K | Held |
| Enterprise Prods Partners L | — | 14K | $529.8K | 0.2% | $80.9K | Held |
| Spdr Gold Tr | — | 1.16K | $499.1K | 0.2% | $39.4K | Held |
| Casella Waste Sys Inc | — | 6K | $476K | 0.2% | −$111.6K | Held |
| Jpmorgan Chase & Co. | — | 1.5K | $441.2K | 0.2% | −$42.1K | Held |
| Philip Morris Intl Inc | — | 2.5K | $413.4K | 0.2% | $12.3K | Held |
| Merck & Co., Inc. | MRK | 3.3K | $397K | 0.2% | $49.6K | Held |
| Microsoft Corp | MSFT | 1.05K | $388.7K | 0.2% | −$119.1K | Held |
| Phillips 66 | PSX | 2K | $364.4K | 0.1% | $106.3K | Held |
| Plains Gp Hldgs L P | — | 15K | $364.2K | 0.1% | $77.1K | Held |
| Berkshire Hathaway Inc Del | — | 725 | $347.4K | 0.1% | −$17K | Cut−$419.1K |
| Exxon Mobil Corp | — | 2K | $339.3K | 0.1% | $98.6K | Held |
| Energy Transfer L P | — | 17.1K | $329.6K | 0.1% | $48K | Held |
| Ishares Tr | — | 2.36K | $326.6K | 0.1% | −$7.36K | Held |
| Kimbell Rty Partners Lp | — | 22K | $318.3K | 0.1% | $59.6K | Held |
| Meta Platforms, Inc. | META | 550 | $314.7K | 0.1% | −$48.4K | Held |
| Slb Limited/Nv | SLB | 5.04K | $259K | 0.1% | $65.6K | Held |
| Ares Capital Corp | ARCC | 14K | $252.3K | 0.1% | −$30.9K | Held |
| Western Midstream Partners L | — | 6.1K | $251.1K | 0.1% | $10.2K | Held |
| Adobe Inc. | ADBE | 1K | $243.1K | 0.1% | −$106.9K | Held |
| Ishares Tr | — | 6K | $215.4K | 0.1% | −$14.3K | Held |
| Visa Inc. | V | 700 | $211.6K | 0.1% | −$33.9K | Held |
| Home Depot, Inc. | HD | 625 | $205.6K | 0.1% | −$9.51K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.