Filed: 2/3/2026ACC: 0001754960-26-000143
📋 What this filing means
HIGHLANDER PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $278.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$278.69M
Total AUM (reported)
4.68M
Total Shares
Allocation by class
COM$175.03M62.8%
COM CL A$49.16M17.6%
SPONSORED ADS$25.96M9.3%
STATE STREET SPD$12.96M4.7%
CL C$3.78M1.4%
TR UNIT$2.73M1.0%
S&P500 EQL WGT$1.90M0.7%
Portfolio Concentration
Top 3$108.95M39.1%
4–10$100.77M36.2%
11–25$59.68M21.4%
Rest$9.29M3.3%
Top 3 weight
39.1%
Top 10 weight
75.3%
Voting Authority Distribution
Total shares with voting rights: 4.68M
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
4.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole24
Shared0
Other42
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings66
Rows:
VERTIV HOLDINGS CO
SOLEShares293.57K
TypeSH
Market value$47.56M
17.07%
Sole
0.00
Shared
0.00
None
293.57K
BLACKSTONE INC
SOLEShares244K
TypeSH
Market value$37.61M
13.50%
Sole
0.00
Shared
0.00
None
244K
AMAZON COM INC
SOLEShares103K
TypeSH
Market value$23.77M
8.53%
Sole
0.00
Shared
0.00
None
103K
PARSONS CORP DEL
SOLEShares277.30K
TypeSH
Market value$17.14M
6.15%
Sole
0.00
Shared
0.00
None
277.30K
KEYSIGHT TECHNOLOGIES INC
SOLEShares79.20K
TypeSH
Market value$16.09M
5.77%
Sole
0.00
Shared
0.00
None
79.20K
TEXAS CAP BANCSHARES INC
SOLEShares169.44K
TypeSH
Market value$15.34M
5.50%
Sole
0.00
Shared
0.00
None
169.44K
DANAHER CORPORATION
SOLEShares58K
TypeSH
Market value$13.28M
4.76%
Sole
0.00
Shared
0.00
None
58K
FULL TRUCK ALLIANCE CO LTD
SOLEShares1.23M
TypeSH
Market value$13.18M
4.73%
Sole
0.00
Shared
0.00
None
1.23M
SPDR SERIES TRUST
SOLEShares200K
TypeSH
Market value$12.96M
4.65%
Sole
0.00
Shared
0.00
None
200K
ALIBABA GROUP HLDG LTD
SOLEShares87.20K
TypeSH
Market value$12.78M
4.59%
Sole
0.00
Shared
0.00
None
87.20K
SPX TECHNOLOGIES INC
SOLEShares52.25K
TypeSH
Market value$10.45M
3.75%
Sole
0.00
Shared
0.00
None
52.25K
MIRUM PHARMACEUTICALS INC
SOLEShares122.98K
TypeSH
Market value$9.71M
3.49%
Sole
0.00
Shared
0.00
None
122.98K
HONEYWELL INTL INC
SOLEShares45.50K
TypeSH
Market value$8.88M
3.19%
Sole
0.00
Shared
0.00
None
45.50K
DAKTRONICS INC
SOLEShares400K
TypeSH
Market value$7.91M
2.84%
Sole
0.00
Shared
0.00
None
400K
SS&C TECHNOLOGIES HLDGS INC
SOLEShares81.80K
TypeSH
Market value$7.15M
2.57%
Sole
0.00
Shared
0.00
None
81.80K
DELL TECHNOLOGIES INC
SOLEShares30K
TypeSH
Market value$3.78M
1.36%
Sole
0.00
Shared
0.00
None
30K
SPDR S&P 500 ETF TR
SOLEShares4K
TypeSH
Market value$2.73M
0.98%
Sole
0.00
Shared
0.00
None
4K
DISTRIBUTION SOLUTIONS GRP I
SOLEShares85.90K
TypeSH
Market value$2.35M
0.84%
Sole
0.00
Shared
0.00
None
85.90K
INVESCO EXCHANGE TRADED FD T
SOLEShares9.90K
TypeSH
Market value$1.90M
0.68%
Sole
0.00
Shared
0.00
None
9.90K
SPECTRAL AI INC
SOLEShares900K
TypeSH
Market value$1.28M
0.46%
Sole
0.00
Shared
0.00
None
900K
BERKSHIRE HATHAWAY INC DEL
OTRShares1.52K
TypeSH
Market value$766.5K
0.28%
Sole
0.00
Shared
0.00
None
1.52K
MPLX LP
OTRShares14.29K
TypeSH
Market value$762.7K
0.27%
Sole
0.00
Shared
0.00
None
14.29K
DORCHESTER MINERALS LP
OTRShares33.08K
TypeSH
Market value$739.6K
0.27%
Sole
0.00
Shared
0.00
None
33.08K
ALPHABET INC
OTRShares2.20K
TypeSH
Market value$688.6K
0.25%
Sole
0.00
Shared
0.00
None
2.20K
GRAHAM HLDGS CO
OTRShares535.00
TypeSH
Market value$587.8K
0.21%
Sole
0.00
Shared
0.00
None
535.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTIV HOLDINGS COSOLE | COM CL A | 293.57K | SH | $47.56M 17.07% | 0.00 | 0.00 | 293.57K |
BLACKSTONE INCSOLE | COM | 244K | SH | $37.61M 13.50% | 0.00 | 0.00 | 244K |
AMAZON COM INCSOLE | COM | 103K | SH | $23.77M 8.53% | 0.00 | 0.00 | 103K |
PARSONS CORP DELSOLE | COM | 277.30K | SH | $17.14M 6.15% | 0.00 | 0.00 | 277.30K |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 79.20K | SH | $16.09M 5.77% | 0.00 | 0.00 | 79.20K |
TEXAS CAP BANCSHARES INCSOLE | COM | 169.44K | SH | $15.34M 5.50% | 0.00 | 0.00 | 169.44K |
DANAHER CORPORATIONSOLE | COM | 58K | SH | $13.28M 4.76% | 0.00 | 0.00 | 58K |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 1.23M | SH | $13.18M 4.73% | 0.00 | 0.00 | 1.23M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 200K | SH | $12.96M 4.65% | 0.00 | 0.00 | 200K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 87.20K | SH | $12.78M 4.59% | 0.00 | 0.00 | 87.20K |
SPX TECHNOLOGIES INCSOLE | COM | 52.25K | SH | $10.45M 3.75% | 0.00 | 0.00 | 52.25K |
MIRUM PHARMACEUTICALS INCSOLE | COM | 122.98K | SH | $9.71M 3.49% | 0.00 | 0.00 | 122.98K |
HONEYWELL INTL INCSOLE | COM | 45.50K | SH | $8.88M 3.19% | 0.00 | 0.00 | 45.50K |
DAKTRONICS INCSOLE | COM | 400K | SH | $7.91M 2.84% | 0.00 | 0.00 | 400K |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 81.80K | SH | $7.15M 2.57% | 0.00 | 0.00 | 81.80K |
DELL TECHNOLOGIES INCSOLE | CL C | 30K | SH | $3.78M 1.36% | 0.00 | 0.00 | 30K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4K | SH | $2.73M 0.98% | 0.00 | 0.00 | 4K |
DISTRIBUTION SOLUTIONS GRP ISOLE | COM | 85.90K | SH | $2.35M 0.84% | 0.00 | 0.00 | 85.90K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 9.90K | SH | $1.90M 0.68% | 0.00 | 0.00 | 9.90K |
SPECTRAL AI INCSOLE | COM CL A | 900K | SH | $1.28M 0.46% | 0.00 | 0.00 | 900K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 1.52K | SH | $766.5K 0.28% | 0.00 | 0.00 | 1.52K |
MPLX LPOTR | COM UNIT REP LTD | 14.29K | SH | $762.7K 0.27% | 0.00 | 0.00 | 14.29K |
DORCHESTER MINERALS LPOTR | COM UNIT | 33.08K | SH | $739.6K 0.27% | 0.00 | 0.00 | 33.08K |
ALPHABET INCOTR | CAP STK CL A | 2.20K | SH | $688.6K 0.25% | 0.00 | 0.00 | 2.20K |
GRAHAM HLDGS COOTR | COM CL B | 535.00 | SH | $587.8K 0.21% | 0.00 | 0.00 | 535.00 |
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