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Manager Profile

Highlander Partners, L.P.

Diversified · Industrials 30%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

DALLAS, TX

Portfolio Value

$298.3M

Latest reported 13F value

Holdings

46

Distinct positions in last filing

Top Position

Vertiv Holdings Co

Latest disclosed holding

Top 4

VRT KEYS BX SGI AMZN

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Industrials
30.2%
Technology
21.6%
Consumer Cyclical
19.8%
Financial Services
9.8%
Healthcare
9.1%
Energy
1.1%
Communication Services
0.3%
Basic Materials
0%
Consumer Defensive
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Vertiv Holdings Co

Shares: 197.6K

66.2M

Position Value
2
Keysight Technologies Inc

Shares: 79.2K

27.7M

Position Value
3
Blackstone Inc

Shares: 229.6K

27M

Position Value
4
Somnigroup International Inc

Shares: 329.5K

25.8M

Position Value
5
Amazon.com Inc

Shares: 104K

24.8M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID