§ 13F · FUND PROFILE
Highlander Partners, L.P..
AUM · $298M (13F)Positions · 46Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | 198K | $66M | 22.2% | −25% |
| 2 | KEYS | KEYSIGHT TECHNOLOGIES INC | 79K | $28M | 9.3% | ±0% |
| 3 | BX | BLACKSTONE INC | 230K | $27M | 9.1% | ±0% |
| 4 | SGI | SOMNIGROUP INTERNATIONAL INC | 330K | $26M | 8.7% | +2254% |
| 5 | AMZN | AMAZON COM INC | 104K | $25M | 8.3% | ±0% |
| 6 | MIRM | MIRUM PHARMACEUTICALS INC | 123K | $14M | 4.8% | ±0% |
| 7 | DELL | DELL TECHNOLOGIES INC | 30K | $13M | 4.3% | ±0% |
| 8 | SPXC | SPX TECHNOLOGIES INC | 52K | $13M | 4.3% | ±0% |
| 9 | TCBI | TEXAS CAP BANCSHARES INC | 124K | $13M | 4.3% | ±0% |
| 10 | SUNB | SUNBELT RENTALS HOLDINGS INC | 150K | $11M | 3.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HIGHLANDER SIGNAL
AC read
Highlander Partners, L.P. is a Other fund managing $298 million in assets. The fund runs a portfolio of 46 positions.
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