13F COMBINATION REPORT
Highlander Partners, L.P.
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001754960-26-000143
Total Value
$278.7M
Positions
68
Other Managers
2
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 293,569 | $47.6M | 17.07% |
| 2 | BLACKSTONE INC | BX | 235,000 | $36.2M | 13.00% |
| 3 | AMAZON COM INC | AMZN | 103,000 | $23.8M | 8.53% |
| 4 | PARSONS CORP DEL | PSN | 277,300 | $17.1M | 6.15% |
| 5 | KEYSIGHT TECHNOLOGIES INC | KEYS | 79,200 | $16.1M | 5.77% |
| 6 | TEXAS CAP BANCSHARES INC | 88224Q107 | 169,436 | $15.3M | 5.50% |
| 7 | DANAHER CORPORATION | 235851102 | 58,000 | $13.3M | 4.76% |
| 8 | FULL TRUCK ALLIANCE CO LTD | YMM | 1,228,237 | $13.2M | 4.73% |
| 9 | SPDR SERIES TRUST | 78464A698 | 200,000 | $13.0M | 4.65% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 85,000 | $12.5M | 4.47% |
| 11 | SPX TECHNOLOGIES INC | SPXC | 52,250 | $10.5M | 3.75% |
| 12 | MIRUM PHARMACEUTICALS INC | MIRM | 122,980 | $9.7M | 3.49% |
| 13 | HONEYWELL INTL INC | 438516106 | 45,500 | $8.9M | 3.19% |
| 14 | DAKTRONICS INC | DAKT | 400,000 | $7.9M | 2.84% |
| 15 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 81,800 | $7.2M | 2.57% |
| 16 | DELL TECHNOLOGIES INC | DELL | 30,000 | $3.8M | 1.36% |
| 17 | SPDR S&P 500 ETF TR | SPY | 4,000 | $2.7M | 0.98% |
| 18 | DISTRIBUTION SOLUTIONS GRP I | 520776105 | 85,899 | $2.4M | 0.84% |
| 19 | INVESCO EXCHANGE TRADED FD T | IVZ | 9,900 | $1.9M | 0.68% |
| 20 | BLACKSTONE INC | BX | 9,000 | $1.4M | 0.50% |
| 21 | SPECTRAL AI INC | MDAIW | 900,000 | $1.3M | 0.46% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,525 | $766,541 | 0.28% |
| 23 | MPLX LP | MPLXP | 14,291 | $762,711 | 0.27% |
| 24 | DORCHESTER MINERALS LP | DMLP | 33,077 | $739,602 | 0.27% |
| 25 | ALPHABET INC | GOOG | 2,200 | $688,600 | 0.25% |
| 26 | GRAHAM HLDGS CO | GHM | 535 | $587,751 | 0.21% |
| 27 | CASELLA WASTE SYS INC | CWST | 6,000 | $587,640 | 0.21% |
| 28 | WHITE MTNS INS GROUP LTD | G9618E107 | 280 | $581,848 | 0.21% |
| 29 | MICROSOFT CORP | MSFT | 1,050 | $507,801 | 0.18% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 1,500 | $483,330 | 0.17% |
| 31 | SPDR GOLD TR | GLD | 1,160 | $459,720 | 0.16% |
| 32 | ENTERPRISE PRODS PARTNERS L | 293792107 | 14,000 | $448,840 | 0.16% |
| 33 | PHILIP MORRIS INTL INC | 718172109 | 2,500 | $401,000 | 0.14% |
| 34 | META PLATFORMS INC | META | 550 | $363,050 | 0.13% |
| 35 | ADOBE INC | ADBE | 1,000 | $349,990 | 0.13% |
| 36 | MERCK & CO INC | MRK | 3,300 | $347,358 | 0.12% |
| 37 | ISHARES TR | 464288257 | 2,360 | $333,916 | 0.12% |
| 38 | ALIBABA GROUP HLDG LTD | BBAAY | 2,200 | $322,476 | 0.12% |
| 39 | PLAINS GP HLDGS L P | PAGP | 15,000 | $287,100 | 0.10% |
| 40 | ARES CAPITAL CORP | ARCC | 14,000 | $283,220 | 0.10% |
| 41 | ENERGY TRANSFER L P | ET-PI | 17,080 | $281,649 | 0.10% |
| 42 | KIMBELL RTY PARTNERS LP | 49435R102 | 22,000 | $258,720 | 0.09% |
| 43 | PHILLIPS 66 | PSX | 2,000 | $258,080 | 0.09% |
| 44 | VISA INC | V | 700 | $245,497 | 0.09% |
| 45 | WESTERN MIDSTREAM PARTNERS L | WES | 6,100 | $240,950 | 0.09% |
| 46 | EXXON MOBIL CORP | XOM | 2,000 | $240,680 | 0.09% |
| 47 | ISHARES TR | 464287184 | 6,000 | $229,740 | 0.08% |
| 48 | ORACLE CORP | ORCL-PD | 1,170 | $228,045 | 0.08% |
| 49 | HOME DEPOT INC | HD | 625 | $215,063 | 0.08% |
| 50 | REPUBLIC SVCS INC | 760759100 | 1,000 | $211,930 | 0.08% |
| 51 | SLB LIMITED | SLB | 5,040 | $193,435 | 0.07% |
| 52 | NORTH AMERN CONSTR GROUP LTD | 656811106 | 9,186 | $132,003 | 0.05% |
| 53 | LOEWS CORP | L | 1,225 | $129,005 | 0.05% |
| 54 | IAC INC | IAC | 3,230 | $126,293 | 0.05% |
| 55 | PROCTER AND GAMBLE CO | 742718109 | 800 | $114,648 | 0.04% |
| 56 | SEABOARD CORP DEL | SE | 24 | $106,676 | 0.04% |
| 57 | MOHAWK INDS INC | 608190104 | 900 | $98,370 | 0.04% |
| 58 | MOLSON COORS BEVERAGE CO | TAP-A | 1,755 | $81,923 | 0.03% |
| 59 | LIBERTY GLOBAL LTD | LBTYK | 6,700 | $74,638 | 0.03% |
| 60 | AFFILIATED MANAGERS GROUP IN | MGRE | 235 | $67,746 | 0.02% |
| 61 | GCI LIBERTY INC | GLIBK | 1,703 | $63,369 | 0.02% |
| 62 | CNX RES CORP | CNX | 1,525 | $56,074 | 0.02% |
| 63 | JOHNSON OUTDOORS INC | JOUT | 1,175 | $49,879 | 0.02% |
| 64 | INGLES MKTS INC | 457030104 | 660 | $45,243 | 0.02% |
| 65 | POST HLDGS INC | POST | 335 | $33,182 | 0.01% |
| 66 | LIBERTY BROADBAND CORP | LBRDP | 534 | $25,952 | 0.01% |
| 67 | HEARTLAND EXPRESS INC | HTLD | 2,620 | $23,659 | 0.01% |
| 68 | CABLE ONE INC | CABO | 199 | $22,457 | 0.01% |