13F COMBINATION REPORT
Highlander Partners, L.P.
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001754960-25-000783
Total Value
$286.7M
Positions
52
Other Managers
2
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 353,569 | $53.3M | 18.60% |
| 2 | BLACKSTONE INC | BX | 235,000 | $40.1M | 14.00% |
| 3 | AMAZON COM INC | AMZN | 103,000 | $22.6M | 7.89% |
| 4 | FULL TRUCK ALLIANCE CO LTD | YMM | 1,228,237 | $15.9M | 5.56% |
| 5 | ALIBABA GROUP HLDG LTD | BBAAY | 85,000 | $15.2M | 5.30% |
| 6 | TEXAS CAP BANCSHARES INC | 88224Q107 | 169,436 | $14.3M | 5.00% |
| 7 | KEYSIGHT TECHNOLOGIES INC | KEYS | 79,200 | $13.9M | 4.83% |
| 8 | PARSONS CORP DEL | PSN | 164,800 | $13.7M | 4.77% |
| 9 | SPDR SERIES TRUST | 78464A698 | 200,000 | $12.7M | 4.42% |
| 10 | DANAHER CORPORATION | 235851102 | 56,000 | $11.1M | 3.87% |
| 11 | SPX TECHNOLOGIES INC | SPXC | 52,250 | $9.8M | 3.40% |
| 12 | HONEYWELL INTL INC | 438516106 | 45,500 | $9.6M | 3.34% |
| 13 | MIRUM PHARMACEUTICALS INC | MIRM | 122,980 | $9.0M | 3.14% |
| 14 | DAKTRONICS INC | DAKT | 400,000 | $8.4M | 2.92% |
| 15 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 81,800 | $7.3M | 2.53% |
| 16 | WILLSCOT HLDGS CORP | WSC | 249,800 | $5.3M | 1.84% |
| 17 | DELL TECHNOLOGIES INC | DELL | 30,000 | $4.3M | 1.48% |
| 18 | SPDR S&P 500 ETF TR | SPY | 4,000 | $2.7M | 0.93% |
| 19 | SPECTRAL AI INC | MDAIW | 900,000 | $2.1M | 0.72% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 9,900 | $1.9M | 0.66% |
| 21 | BLACKSTONE INC | BX | 9,000 | $1.5M | 0.54% |
| 22 | DORCHESTER MINERALS LP | DMLP | 33,077 | $856,364 | 0.30% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,525 | $766,679 | 0.27% |
| 24 | MPLX LP | MPLXP | 14,291 | $713,835 | 0.25% |
| 25 | GRAHAM HLDGS CO | GHM | 535 | $629,861 | 0.22% |
| 26 | CASELLA WASTE SYS INC | CWST | 6,000 | $569,280 | 0.20% |
| 27 | MICROSOFT CORP | MSFT | 1,050 | $543,848 | 0.19% |
| 28 | ALPHABET INC | GOOG | 2,200 | $534,820 | 0.19% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 1,500 | $473,145 | 0.17% |
| 30 | WHITE MTNS INS GROUP LTD | G9618E107 | 280 | $468,026 | 0.16% |
| 31 | ENTERPRISE PRODS PARTNERS L | 293792107 | 14,000 | $437,780 | 0.15% |
| 32 | SPDR GOLD TR | GLD | 1,160 | $412,345 | 0.14% |
| 33 | PHILIP MORRIS INTL INC | 718172109 | 2,500 | $405,500 | 0.14% |
| 34 | META PLATFORMS INC | META | 550 | $403,909 | 0.14% |
| 35 | ALIBABA GROUP HLDG LTD | BBAAY | 2,200 | $393,206 | 0.14% |
| 36 | ADOBE INC | ADBE | 1,000 | $352,750 | 0.12% |
| 37 | ORACLE CORP | ORCL-PD | 1,170 | $329,051 | 0.11% |
| 38 | ISHARES TR | 464288257 | 2,360 | $326,246 | 0.11% |
| 39 | KIMBELL RTY PARTNERS LP | 49435R102 | 22,000 | $296,780 | 0.10% |
| 40 | ENERGY TRANSFER L P | ET-PI | 17,080 | $293,093 | 0.10% |
| 41 | ARES CAPITAL CORP | ARCC | 14,000 | $285,740 | 0.10% |
| 42 | MERCK & CO INC | MRK | 3,300 | $276,969 | 0.10% |
| 43 | PLAINS GP HLDGS L P | PAGP | 15,000 | $273,600 | 0.10% |
| 44 | PHILLIPS 66 | PSX | 2,000 | $272,040 | 0.09% |
| 45 | HOME DEPOT INC | HD | 625 | $253,244 | 0.09% |
| 46 | ISHARES TR | 464287184 | 6,000 | $246,840 | 0.09% |
| 47 | FISERV INC | FISV | 1,900 | $244,967 | 0.09% |
| 48 | ADVANCED MICRO DEVICES INC | AMD | 1,500 | $242,685 | 0.08% |
| 49 | WESTERN MIDSTREAM PARTNERS L | WES | 6,100 | $239,669 | 0.08% |
| 50 | VISA INC | V | 700 | $238,966 | 0.08% |
| 51 | REPUBLIC SVCS INC | 760759100 | 1,000 | $229,480 | 0.08% |
| 52 | EXXON MOBIL CORP | XOM | 2,000 | $225,500 | 0.08% |