Filed: 11/13/2025ACC: 0001754960-25-000783
📋 What this filing means
HIGHLANDER PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $286.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$286.71M
Total AUM (reported)
4.76M
Total Shares
Allocation by class
COM$166.27M58.0%
COM CL A$60.90M21.2%
SPONSORED ADS$31.52M11.0%
S&P REGL BKG$12.66M4.4%
CL C$4.25M1.5%
TR UNIT$2.66M0.9%
S&P500 EQL WGT$1.88M0.7%
Portfolio Concentration
Top 3$117.64M41.0%
4–10$97.12M33.9%
11–25$63.64M22.2%
Rest$8.31M2.9%
Top 3 weight
41.0%
Top 10 weight
74.9%
Voting Authority Distribution
Total shares with voting rights: 4.76M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.76M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole24
Shared0
Other26
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings50
Rows:
VERTIV HOLDINGS CO
SOLEShares353.57K
TypeSH
Market value$53.34M
18.60%
Sole
0.00
Shared
0.00
None
353.57K
BLACKSTONE INC
SOLEShares244K
TypeSH
Market value$41.69M
14.54%
Sole
0.00
Shared
0.00
None
244K
AMAZON COM INC
SOLEShares103K
TypeSH
Market value$22.62M
7.89%
Sole
0.00
Shared
0.00
None
103K
FULL TRUCK ALLIANCE CO LTD
SOLEShares1.23M
TypeSH
Market value$15.93M
5.56%
Sole
0.00
Shared
0.00
None
1.23M
ALIBABA GROUP HLDG LTD
SOLEShares87.20K
TypeSH
Market value$15.59M
5.44%
Sole
0.00
Shared
0.00
None
87.20K
TEXAS CAP BANCSHARES INC
SOLEShares169.44K
TypeSH
Market value$14.32M
5.00%
Sole
0.00
Shared
0.00
None
169.44K
KEYSIGHT TECHNOLOGIES INC
SOLEShares79.20K
TypeSH
Market value$13.85M
4.83%
Sole
0.00
Shared
0.00
None
79.20K
PARSONS CORP DEL
SOLEShares164.80K
TypeSH
Market value$13.67M
4.77%
Sole
0.00
Shared
0.00
None
164.80K
SPDR SERIES TRUST
SOLEShares200K
TypeSH
Market value$12.66M
4.42%
Sole
0.00
Shared
0.00
None
200K
DANAHER CORPORATION
SOLEShares56K
TypeSH
Market value$11.10M
3.87%
Sole
0.00
Shared
0.00
None
56K
SPX TECHNOLOGIES INC
SOLEShares52.25K
TypeSH
Market value$9.76M
3.40%
Sole
0.00
Shared
0.00
None
52.25K
HONEYWELL INTL INC
SOLEShares45.50K
TypeSH
Market value$9.58M
3.34%
Sole
0.00
Shared
0.00
None
45.50K
MIRUM PHARMACEUTICALS INC
SOLEShares122.98K
TypeSH
Market value$9.02M
3.14%
Sole
0.00
Shared
0.00
None
122.98K
DAKTRONICS INC
SOLEShares400K
TypeSH
Market value$8.37M
2.92%
Sole
0.00
Shared
0.00
None
400K
SS&C TECHNOLOGIES HLDGS INC
SOLEShares81.80K
TypeSH
Market value$7.26M
2.53%
Sole
0.00
Shared
0.00
None
81.80K
WILLSCOT HLDGS CORP
SOLEShares249.80K
TypeSH
Market value$5.27M
1.84%
Sole
0.00
Shared
0.00
None
249.80K
DELL TECHNOLOGIES INC
SOLEShares30K
TypeSH
Market value$4.25M
1.48%
Sole
0.00
Shared
0.00
None
30K
SPDR S&P 500 ETF TR
SOLEShares4K
TypeSH
Market value$2.66M
0.93%
Sole
0.00
Shared
0.00
None
4K
SPECTRAL AI INC
SOLEShares900K
TypeSH
Market value$2.05M
0.72%
Sole
0.00
Shared
0.00
None
900K
INVESCO EXCHANGE TRADED FD T
SOLEShares9.90K
TypeSH
Market value$1.88M
0.66%
Sole
0.00
Shared
0.00
None
9.90K
DORCHESTER MINERALS LP
OTRShares33.08K
TypeSH
Market value$856.4K
0.30%
Sole
0.00
Shared
0.00
None
33.08K
BERKSHIRE HATHAWAY INC DEL
OTRShares1.52K
TypeSH
Market value$766.7K
0.27%
Sole
0.00
Shared
0.00
None
1.52K
MPLX LP
OTRShares14.29K
TypeSH
Market value$713.8K
0.25%
Sole
0.00
Shared
0.00
None
14.29K
GRAHAM HLDGS CO
OTRShares535.00
TypeSH
Market value$629.9K
0.22%
Sole
0.00
Shared
0.00
None
535.00
CASELLA WASTE SYS INC
SOLEShares6K
TypeSH
Market value$569.3K
0.20%
Sole
0.00
Shared
0.00
None
6K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS COSOLE | COM CL A | 353.57K | SH | $53.34M 18.60% | 0.00 | 0.00 | 353.57K |
BLACKSTONE INCSOLE | COM | 244K | SH | $41.69M 14.54% | 0.00 | 0.00 | 244K |
AMAZON COM INCSOLE | COM | 103K | SH | $22.62M 7.89% | 0.00 | 0.00 | 103K |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 1.23M | SH | $15.93M 5.56% | 0.00 | 0.00 | 1.23M |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 87.20K | SH | $15.59M 5.44% | 0.00 | 0.00 | 87.20K |
TEXAS CAP BANCSHARES INCSOLE | COM | 169.44K | SH | $14.32M 5.00% | 0.00 | 0.00 | 169.44K |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 79.20K | SH | $13.85M 4.83% | 0.00 | 0.00 | 79.20K |
PARSONS CORP DELSOLE | COM | 164.80K | SH | $13.67M 4.77% | 0.00 | 0.00 | 164.80K |
SPDR SERIES TRUSTSOLE | S&P REGL BKG | 200K | SH | $12.66M 4.42% | 0.00 | 0.00 | 200K |
DANAHER CORPORATIONSOLE | COM | 56K | SH | $11.10M 3.87% | 0.00 | 0.00 | 56K |
SPX TECHNOLOGIES INCSOLE | COM | 52.25K | SH | $9.76M 3.40% | 0.00 | 0.00 | 52.25K |
HONEYWELL INTL INCSOLE | COM | 45.50K | SH | $9.58M 3.34% | 0.00 | 0.00 | 45.50K |
MIRUM PHARMACEUTICALS INCSOLE | COM | 122.98K | SH | $9.02M 3.14% | 0.00 | 0.00 | 122.98K |
DAKTRONICS INCSOLE | COM | 400K | SH | $8.37M 2.92% | 0.00 | 0.00 | 400K |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 81.80K | SH | $7.26M 2.53% | 0.00 | 0.00 | 81.80K |
WILLSCOT HLDGS CORPSOLE | COM CL A | 249.80K | SH | $5.27M 1.84% | 0.00 | 0.00 | 249.80K |
DELL TECHNOLOGIES INCSOLE | CL C | 30K | SH | $4.25M 1.48% | 0.00 | 0.00 | 30K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4K | SH | $2.66M 0.93% | 0.00 | 0.00 | 4K |
SPECTRAL AI INCSOLE | COM CL A | 900K | SH | $2.05M 0.72% | 0.00 | 0.00 | 900K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 9.90K | SH | $1.88M 0.66% | 0.00 | 0.00 | 9.90K |
DORCHESTER MINERALS LPOTR | COM UNIT | 33.08K | SH | $856.4K 0.30% | 0.00 | 0.00 | 33.08K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 1.52K | SH | $766.7K 0.27% | 0.00 | 0.00 | 1.52K |
MPLX LPOTR | COM UNIT REP LTD | 14.29K | SH | $713.8K 0.25% | 0.00 | 0.00 | 14.29K |
GRAHAM HLDGS COOTR | COM CL B | 535.00 | SH | $629.9K 0.22% | 0.00 | 0.00 | 535.00 |
CASELLA WASTE SYS INCSOLE | CL A | 6K | SH | $569.3K 0.20% | 0.00 | 0.00 | 6K |
Page 1 of 2