Highlander Partners, L.P.
- SEC CIK
- 0001903866
- Latest filing
- Jul 28, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 6, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 26
- 0 vs. Q2 2023
- Portfolio value
- $101.3M
- +$12.3M (+13.9%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BXBlackstone Inc. | COM | 155,000 | $16.6M | 16.4% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 436,241 | $16.2M | 16.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 101,900 | $13.0M | 12.8% | 00.0% | Unchanged | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 1,338,237 | $9.42M | 9.3% | 00.0% | Unchanged | History |
| TCBITexas Capital Bancshares Inc | COM | 105,436 | $6.21M | 6.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 48,500 | $4.99M | 4.9% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 32,500 | $4.30M | 4.2% | +7,600+30.5% | Added | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 122,980 | $3.89M | 3.8% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 60,000 | $3.48M | 3.4% | 00.0% | Unchanged | History |
| ALLYAlly Financial Inc. | Stock | 127,600 | $3.40M | 3.4% | 00.0% | Unchanged | History |
| WSCWillScot Holdings Corp | COM CL A | 67,500 | $2.81M | 2.8% | +67,500 | New | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,144 | $2.63M | 2.6% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 45,000 | $2.42M | 2.4% | 00.0% | Unchanged | History |
| MDAISpectral AI, Inc. | COM CL A | 758,584 | $1.95M | 1.9% | +758,584 | New | History |
| SSNCSS&C Technologies Holdings Inc | COM | 37,000 | $1.94M | 1.9% | 00.0% | Unchanged | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 65,000 | $1.78M | 1.8% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 8,250 | $1.71M | 1.7% | 00.0% | Unchanged | History |
| PAYCPaycom Software, Inc. | Stock | 6,250 | $1.62M | 1.6% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 1,000 | $509.9K | 0.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,325 | $464.1K | 0.5% | 00.0% | Unchanged | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 42,500 | $461.6K | 0.5% | +5,000+13.3% | Added | History |
| CWSTCasella Waste Systems Inc | CL A | 6,000 | $457.8K | 0.5% | 00.0% | Unchanged | History |
| WTMWhite Mountains Insurance Group Ltd | COM | 280 | $418.8K | 0.4% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 535 | $311.9K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 2,360 | $218.0K | 0.2% | 00.0% | Unchanged | – |
| Q&K Intl Group Ltd74738J201 | SPONSRED ADS NEW | 460,244 | $103.5K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2023 (2)
Positions held at the end of Q2 2023 that are gone from this filing.