StockDriftsStockDriftsTop 50 Buckland Partners Management Co LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY INC | 8.46% | 28.0K | $17.3M | +0.00%(+0) | $280.19(+98.85%) | 2026-06-30 | |
| SNPS | SYNOPSYS, INC | 7.21% | 33.0K | $14.7M | +0.00%(+0) | $481.56(-15.90%) | 2026-06-30 | |
| WRB | W.R. BERKLEY CORPORATION | 5.17% | 148.5K | $10.6M | +0.00%(+0) | $73.37(-3.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.31% | 30.4K | $8.8M | +0.00%(+0) | $263.24(+16.50%) | 2026-06-30 | |
| SLGN | SILGAN HOLDINGS INC | 3.15% | 138.8K | $6.4M | +0.00%(+0) | $41.69(-1.20%) | 2026-06-30 | |
| ALAB | ASTERA LABS, INC | 2.6% | 11.0K | $5.3M | +0.00%(+0) | $181.08(+73.97%) | 2026-06-30 | |
| CFG | CITIZENS FINANCIAL GROUP, INC | 2.47% | 72.0K | $5.0M | +0.00%(+0) | $55.78(+30.91%) | 2026-06-30 | |
| ADI | ANALOG DEVICES, INC | 2.32% | 11.9K | $4.7M | +0.00%(+0) | $258.45(+51.29%) | 2026-06-30 | |
| MRTN | MARTEN TRANSPORT LTD | 2.27% | 267.6K | $4.6M | +0.00%(+0) | $11.02(+33.39%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.27% | 13.6K | $4.6M | +1.49%(+200) | $194.06(+95.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.67% |
Buckland Partners Management Co LLC reports $204.18M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are CRS (8.5%), SNPS (7.2%) and WRB (5.2%). The top 20 holdings account for 58.36% of reported assets. Its disclosed equity book has returned +13.74% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Buckland Partners Management Co LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2074628). View Buckland Partners Management Co LLC’s 13F filings on SEC