StockDriftsStockDriftsTop 45 Highlander Partners, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 25.85% | 263.6K | $66.0M | -10.22%(-30.00K) | $17.84(+1584.84%) | 2026-03-31 | |
| BX | BLACKSTONE INC | 10.74% | 238.6K | $27.4M | -2.21%(-5.40K) | $127.35(-3.59%) | 2026-03-31 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 8.75% | 79.2K | $22.4M | +0.00%(+0) | $161.36(+94.51%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 8.48% | 104.0K | $21.7M | +0.97%(+1.00K) | $150.99(+60.72%) | 2026-03-31 | |
| PSN | PARSONS CORP DEL | 5.42% | 255.9K | $13.9M | -7.72%(-21.40K) | $70.15(-19.76%) | 2026-03-31 | |
| TCBI | TEXAS CAP BANCSHARES INC | 4.6% | 123.8K | $11.8M | -26.91%(-45.59K) | $64.37(+61.48%) | 2026-03-31 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 4.45% | 123.0K | $11.4M | +0.00%(+0) | $17.93(+600.25%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 4.3% | 58.0K | $11.0M | +0.00%(+0) | $202.11(-2.07%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 4.28% | 87.2K | $10.9M | +0.00%(+0) | $108.02(-11.00%) | 2026-03-31 | |
| SPXC | SPX TECHNOLOGIES INC | 4.09% | 52.3K | $10.4M | +0.00%(+0) | $154.59(+47.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.21% | +45.10% |
| Top 20 Holdings Unweighted | +11.95% | +40.31% |
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