13F HOLDINGS REPORT
Buckland Partners Management Co LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002074628-26-000001
Total Value
$180.4M
Positions
104
Other Managers
0
Confidential Omitted
No
Holdings (104)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYNOPSYS, INC | SNPS | 35,500 | $16.7M | 9.24% |
| 2 | W.R. BERKLEY CORPORATION | WRB-PH | 148,500 | $10.4M | 5.77% |
| 3 | CARPENTER TECHNOLOGY INC | CRS | 31,000 | $9.8M | 5.41% |
| 4 | APPLE INC | AAPL | 30,400 | $8.3M | 4.58% |
| 5 | TRACTOR SUPPLY COMPANY | TSCO | 125,000 | $6.3M | 3.47% |
| 6 | SILGAN HOLDINGS INC | SLGN | 138,800 | $5.6M | 3.11% |
| 7 | CITIZENS FINANCIAL GROUP, INC | CIA | 72,000 | $4.2M | 2.33% |
| 8 | GOLDMAN SACHS GROUP, INC | GSCE | 4,000 | $3.5M | 1.95% |
| 9 | STRUCTURE THERAPEUTICS INC ADR | GPCR | 50,000 | $3.5M | 1.93% |
| 10 | TOPBUILD CORP. | BLD | 8,000 | $3.3M | 1.85% |
| 11 | META PLATFORMS INC | META | 5,000 | $3.3M | 1.83% |
| 12 | ANALOG DEVICES, INC | ADI | 11,927 | $3.2M | 1.79% |
| 13 | CARLYLE GROUP INC | CGABL | 54,400 | $3.2M | 1.78% |
| 14 | HOWMET AEROSPACE INC | HWM | 15,000 | $3.1M | 1.70% |
| 15 | MARTEN TRANSPORT LTD | MRTN | 267,594 | $3.0M | 1.69% |
| 16 | MASCO CORPORATION | MAS | 45,000 | $2.9M | 1.58% |
| 17 | LOEWS CORPORATION | L | 24,000 | $2.5M | 1.40% |
| 18 | IRON MOUNTAIN INCORPORATED | 46284V101 | 30,000 | $2.5M | 1.39% |
| 19 | PALO ALTO NETWORKS INC | PANW | 13,000 | $2.4M | 1.33% |
| 20 | ASML HOLDING N.V. | ASMLF | 2,150 | $2.3M | 1.28% |
| 21 | JPMORGAN CHASE & CO | VYLD | 7,000 | $2.3M | 1.25% |
| 22 | ALPHABET INC | GOOG | 7,000 | $2.2M | 1.21% |
| 23 | AMCOR PLC | AMCCF | 253,750 | $2.1M | 1.17% |
| 24 | MADISON SQUARE GARDEN SPORTS CORP | 55825T103 | 8,000 | $2.1M | 1.15% |
| 25 | DRAFTKINGS INC | DKNG | 60,000 | $2.1M | 1.15% |
| 26 | FORD MOTOR COMPANY | 345370860 | 143,000 | $1.9M | 1.04% |
| 27 | ASTERA LABS, INC | ALAB | 11,000 | $1.8M | 1.01% |
| 28 | TAIWAN SEMICONDUCTOR MFG | 874039100 | 6,000 | $1.8M | 1.01% |
| 29 | BUILDERS FIRSTSOURCE, INC | BLDR | 17,100 | $1.8M | 0.98% |
| 30 | UIPATH, INC | PATH | 105,000 | $1.7M | 0.95% |
| 31 | EXXON MOBIL CORPORATION | XOM | 14,242 | $1.7M | 0.95% |
| 32 | MICROSOFT CORPORATION | MSFT | 3,400 | $1.6M | 0.91% |
| 33 | STAR BULK CARRIERS CORP. | SBLK | 84,590 | $1.6M | 0.90% |
| 34 | GENERAL ELECTRIC COMPANY | 369604301 | 5,250 | $1.6M | 0.90% |
| 35 | THE TIMKEN COMPANY | TKR | 19,000 | $1.6M | 0.89% |
| 36 | PAYPAL HOLDINGS, INC | PYPL | 27,000 | $1.6M | 0.87% |
| 37 | KKR & CO. INC | KKRT | 12,000 | $1.5M | 0.85% |
| 38 | L3HARRIS TECHNOLOGIES INC | LHX | 5,175 | $1.5M | 0.84% |
| 39 | GODADDY INC | GDDY | 12,000 | $1.5M | 0.83% |
| 40 | HONEYWELL INTL INC | 438516106 | 7,500 | $1.5M | 0.81% |
| 41 | SILICON LABORATORIES INC | SLAB | 11,000 | $1.4M | 0.80% |
| 42 | ENTEGRIS, INC | ENTG | 16,500 | $1.4M | 0.77% |
| 43 | RUBRIK, INC | RBRK | 18,000 | $1.4M | 0.76% |
| 44 | BAKER HUGHES CO | BKR | 30,000 | $1.4M | 0.76% |
| 45 | WALT DISNEY COMPANY | 254687106 | 11,223 | $1.3M | 0.71% |
| 46 | ADOBE INC | ADBE | 3,500 | $1.2M | 0.68% |
| 47 | ATLANTA BRAVES HOLDINGS INC | BATRB | 30,319 | $1.2M | 0.66% |
| 48 | GE VERNOVA LLC | GEV | 1,812 | $1.2M | 0.66% |
| 49 | SPOTIFY TECHNOLOGY S.A. | SPOT | 2,000 | $1.2M | 0.64% |
| 50 | CISCO SYSTEMS, INC | CSCO | 15,000 | $1.2M | 0.64% |
| 51 | PEGASYSTEMS INC | PEGA | 19,000 | $1.1M | 0.63% |
| 52 | FIGMA, INC | FIG | 30,200 | $1.1M | 0.63% |
| 53 | INTEL CORPORATION | INTC | 30,000 | $1.1M | 0.61% |
| 54 | TOLL BROTHERS, INC | TOL | 8,000 | $1.1M | 0.60% |
| 55 | ORACLE CORPORATION | ORCL-PD | 5,500 | $1.1M | 0.59% |
| 56 | SOLSTICE ADVANCED MATERIALS INC | 83443Q103 | 21,875 | $1.1M | 0.59% |
| 57 | SNOWFLAKE INC | SNOW | 4,800 | $1.1M | 0.58% |
| 58 | CHART INDUSTRIES, INC | 16115Q308 | 5,000 | $1.0M | 0.57% |
| 59 | AMETEK INC (NEW) | AME | 5,000 | $1.0M | 0.57% |
| 60 | JFROG LTD | FROG | 16,000 | $999,360 | 0.55% |
| 61 | HENRY SCHEIN INC | HSIC | 12,400 | $937,192 | 0.52% |
| 62 | PAYLOCITY HOLDING CORPORATION | PCTY | 6,100 | $930,250 | 0.52% |
| 63 | BLACKSTONE GROUP INC | BHPLF | 6,000 | $924,840 | 0.51% |
| 64 | FANNIE MAE COMMON STOCK | 313586109 | 80,000 | $858,400 | 0.48% |
| 65 | KEYCORP | BEKE | 40,000 | $825,600 | 0.46% |
| 66 | OKTA, INC | OKTA | 9,500 | $821,465 | 0.46% |
| 67 | DANAHER CORPORATION | 235851102 | 3,500 | $802,340 | 0.44% |
| 68 | DOCUSIGN, INC | DOCU | 11,500 | $786,600 | 0.44% |
| 69 | UNITED AIRLINES HOLDINGS INC | UNTCW | 7,000 | $782,740 | 0.43% |
| 70 | FERRARI N.V. | RACE | 1,900 | $702,164 | 0.39% |
| 71 | MICROCHIP TECHNOLOGY INCORPORATED | MCHPP | 11,000 | $700,920 | 0.39% |
| 72 | FORTUNE BRANDS INNOVATIONS INC | FBIN | 14,000 | $700,280 | 0.39% |
| 73 | ZOOM COMMUNICATIONS INC | ZM | 8,000 | $690,320 | 0.38% |
| 74 | CONOCOPHILLIPS | COP | 6,680 | $625,315 | 0.35% |
| 75 | SERVICENOW INC | NOW | 4,000 | $612,760 | 0.34% |
| 76 | SALESFORCE INC | CRM | 2,232 | $592,208 | 0.33% |
| 77 | ADVANCED MICRO DEVICES, INC | AMD | 2,500 | $535,400 | 0.30% |
| 78 | LIBERTY GLOBAL LTD | LBTYK | 46,360 | $511,814 | 0.28% |
| 79 | MAGNITE, INC | MGNI | 31,446 | $510,369 | 0.28% |
| 80 | DELTA AIR LINES, INC | DAL | 7,000 | $485,800 | 0.27% |
| 81 | COREWEAVE, INC | CRWV | 6,700 | $479,787 | 0.27% |
| 82 | GITLAB INC | GTLB | 12,000 | $450,360 | 0.25% |
| 83 | PARK AEROSPACE CORP. | PKE | 21,091 | $450,082 | 0.25% |
| 84 | CTO REALTY GROWTH, INC | 22948Q101 | 24,000 | $441,840 | 0.24% |
| 85 | LULULEMON ATHLETICA INC | LULU | 2,000 | $415,620 | 0.23% |
| 86 | TENABLE HOLDINGS, INC | 88025T102 | 17,000 | $400,010 | 0.22% |
| 87 | NVIDIA CORPORATION | NVDA | 2,000 | $373,000 | 0.21% |
| 88 | DATADOG, INC | DDOG | 2,500 | $339,975 | 0.19% |
| 89 | TESLA, INC | TSLA | 700 | $314,804 | 0.17% |
| 90 | ALPHABET INC | GOOG | 1,000 | $313,800 | 0.17% |
| 91 | PROGRESS SOFTWARE CORPORATION | 743312100 | 7,000 | $300,720 | 0.17% |
| 92 | D.R. HORTON, INC | 23331A109 | 2,000 | $288,060 | 0.16% |
| 93 | GENIUS SPORTS LTD | GENI | 25,000 | $275,500 | 0.15% |
| 94 | ZSCALER, INC | ZS | 1,200 | $269,904 | 0.15% |
| 95 | IONQ INC | IONQ-WT | 6,000 | $269,220 | 0.15% |
| 96 | COMMERCE.COM INC | CMRC | 2,000 | $250,720 | 0.14% |
| 97 | ROBLOX CORPORATION | RBLX | 3,000 | $243,090 | 0.13% |
| 98 | GEN DIGITAL INC | GENVR | 8,000 | $217,520 | 0.12% |
| 99 | C3.AI, INC | AI | 16,000 | $215,680 | 0.12% |
| 100 | CRISPR THERAPEUTICS AG | CRSP | 4,000 | $209,760 | 0.12% |
| 101 | LIBERTY GLOBAL LTD | LBTYK | 18,120 | $201,857 | 0.11% |
| 102 | MOBILEYE GLOBAL INC | MBLY | 15,000 | $156,600 | 0.09% |
| 103 | MASTERBRAND INC | MBC | 14,000 | $154,560 | 0.09% |
| 104 | ZOOMINFO TECHNOLOGIES INC | GTM | 10,000 | $101,700 | 0.06% |