Investor

Highlander Partners, L.P.

CIK 0001903866 · filed 2026-02-03 · SEC filing

Q1 2026 Q4 2025

13F book

$278.7M

Positions

Largest name

17.1%

Vertiv Holdings Co · VRT

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Vertiv Holdings Co	VRT	293.6K	$47.6M	17.1%	—	Held
Blackstone Inc.	BX	244K	$37.6M	13.5%	—	Held
Amazon Com Inc	AMZN	103K	$23.8M	8.5%	—	Held
Parsons Corp Del	—	277.3K	$17.1M	6.1%	—	Held
Keysight Technologies, Inc.	KEYS	79.2K	$16.1M	5.8%	—	Held
Texas Cap Bancshares Inc	—	169.4K	$15.3M	5.5%	—	Held
Danaher Corporation	—	58K	$13.3M	4.8%	—	Held
Full Truck Alliance Co. Ltd.	YMM	1.23M	$13.2M	4.7%	—	Held
Spdr Series Trust	—	200K	$13M	4.7%	—	Held
Alibaba Group Hldg Ltd	—	87.2K	$12.8M	4.6%	—	Held
SPX Technologies, Inc.	SPXC	52.3K	$10.5M	3.8%	—	Held
Mirum Pharmaceuticals, Inc.	MIRM	123K	$9.71M	3.5%	—	Held
Honeywell Intl Inc	—	45.5K	$8.88M	3.2%	—	Held
Daktronics Inc	—	400K	$7.91M	2.8%	—	Held
Ss&C Technologies Hldgs Inc	—	81.8K	$7.15M	2.6%	—	Held
Dell Technologies Inc.	DELL	30K	$3.78M	1.4%	—	Held
Spdr S&P 500 Etf Tr	—	4K	$2.73M	1.0%	—	Held
Distribution Solutions Grp I	—	85.9K	$2.35M	0.8%	—	Held
Invesco Exchange Traded Fd T	—	9.9K	$1.9M	0.7%	—	Held
Spectral Ai Inc	—	900K	$1.28M	0.5%	—	Held
Berkshire Hathaway Inc Del	—	1.52K	$766.5K	0.3%	—	Held
Mplx Lp	—	14.3K	$762.7K	0.3%	—	Held
Dorchester Minerals Lp	DMLP	33.1K	$739.6K	0.3%	—	Held
Alphabet Inc	—	2.2K	$688.6K	0.2%	—	Held
Graham Hldgs Co	—	535	$587.8K	0.2%	—	Held
Casella Waste Sys Inc	—	6K	$587.6K	0.2%	—	Held
White Mtns Ins Group Ltd	—	280	$581.8K	0.2%	—	Held
Microsoft Corp	MSFT	1.05K	$507.8K	0.2%	—	Held
Jpmorgan Chase & Co.	—	1.5K	$483.3K	0.2%	—	Held
Spdr Gold Tr	—	1.16K	$459.7K	0.2%	—	Held
Enterprise Prods Partners L	—	14K	$448.8K	0.2%	—	Held
Philip Morris Intl Inc	—	2.5K	$401K	0.1%	—	Held
Meta Platforms, Inc.	META	550	$363.1K	0.1%	—	Held
Adobe Inc.	ADBE	1K	$350K	0.1%	—	Held
Merck & Co., Inc.	MRK	3.3K	$347.4K	0.1%	—	Held
Ishares Tr	—	2.36K	$333.9K	0.1%	—	Held
Plains Gp Hldgs L P	—	15K	$287.1K	0.1%	—	Held
Ares Capital Corp	ARCC	14K	$283.2K	0.1%	—	Held
Energy Transfer L P	—	17.1K	$281.6K	0.1%	—	Held
Kimbell Rty Partners Lp	—	22K	$258.7K	0.1%	—	Held
Phillips 66	PSX	2K	$258.1K	0.1%	—	Held
Visa Inc.	V	700	$245.5K	0.1%	—	Held
Western Midstream Partners L	—	6.1K	$240.9K	0.1%	—	Held
Exxon Mobil Corp	—	2K	$240.7K	0.1%	—	Held
Ishares Tr	—	6K	$229.7K	0.1%	—	Held
Oracle Corp	—	1.17K	$228K	0.1%	—	Held
Home Depot, Inc.	HD	625	$215.1K	0.1%	—	Held
Republic Svcs Inc	—	1K	$211.9K	0.1%	—	Held
Slb Limited/Nv	SLB	5.04K	$193.4K	0.1%	—	Held
North Amern Constr Group Ltd	—	9.19K	$132K	0.0%	—	Held
Loews Corp	L	1.23K	$129K	0.0%	—	Held
Iac Inc	PPLI	3.23K	$126.3K	0.0%	—	Held
Procter And Gamble Co	PG	800	$114.6K	0.0%	—	Held
Seaboard Corp Del	—	24	$106.7K	0.0%	—	Held
Mohawk Inds Inc	—	900	$98.4K	0.0%	—	Held
Molson Coors Beverage Co	—	1.75K	$81.9K	0.0%	—	Held
Liberty Global Ltd	—	6.7K	$74.6K	0.0%	—	Held
Affiliated Managers Group In	—	235	$67.7K	0.0%	—	Held
Gci Liberty Inc	—	1.7K	$63.4K	0.0%	—	Held
Cnx Res Corp	—	1.52K	$56.1K	0.0%	—	Held
Johnson Outdoors Inc	JOUT	1.18K	$49.9K	0.0%	—	Held
Ingles Mkts Inc	—	660	$45.2K	0.0%	—	Held
Post Hldgs Inc	—	335	$33.2K	0.0%	—	Held
Liberty Broadband Corp	—	534	$26K	0.0%	—	Held
Heartland Express Inc	HTLD	2.62K	$23.7K	0.0%	—	Held
Cable One, Inc.	CABO	199	$22.5K	0.0%	—	Held

Positions as of Q4 2025. 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.