Highlander Partners, L.P.: 13F holdings
CIK 19038662026Q2
| Positions | 44 |
|---|---|
| Reported value | $298.3m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VRT VERTIV HOLDINGS CO | 197,569 | $66.2m | 22.2% |
| BX BLACKSTONE INC | 238,600 | $28.1m | 9.4% |
| KEYS KEYSIGHT TECHNOLOGIES INC | 79,200 | $27.7m | 9.3% |
| SGI SOMNIGROUP INTERNATIONAL INC | 329,500 | $25.8m | 8.7% |
| AMZN AMAZON COM INC | 104,000 | $24.8m | 8.3% |
| MIRM MIRUM PHARMACEUTICALS INC | 122,980 | $14.4m | 4.8% |
| DELL DELL TECHNOLOGIES INC | 30,000 | $12.9m | 4.3% |
| SPXC SPX TECHNOLOGIES INC | 52,250 | $12.8m | 4.3% |
| TCBI TEXAS CAP BANCSHARES INC | 123,842 | $12.8m | 4.3% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 150,000 | $11.2m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1903866")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.