StockDriftsStockDriftsTop 43 Highlander Partners, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 22.17% | 197.6K | $66.2M | -25.04%(-66.00K) | $17.84(+1469.07%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 9.41% | 238.6K | $28.1M | +0.00%(+0) | $127.35(+14.06%) | 2026-06-30 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 9.29% | 79.2K | $27.7M | +0.00%(+0) | $161.36(+110.69%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 8.66% | 329.5K | $25.8M | +2253.57%(+315.50K) | $74.21(-10.25%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 8.31% | 104.0K | $24.8M | +0.00%(+0) | $150.99(+82.09%) | 2026-06-30 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 4.83% | 123.0K | $14.4M | +0.00%(+0) | $17.93(+455.35%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 4.34% | 30.0K | $12.9M | +0.00%(+0) | $128.23(+242.41%) | 2026-06-30 | |
| SPXC | SPX TECHNOLOGIES INC | 4.29% | 52.3K | $12.8M | +0.00%(+0) | $154.59(+43.57%) | 2026-06-30 | |
| TCBI | TEXAS CAP BANCSHARES INC | 4.29% | 123.8K | $12.8M | +0.00%(+0) | $64.37(+54.93%) | 2026-06-30 | |
| DHR | DANAHER CORP DEL | 3.7% | 58.0K | $11.0M | +0.00%(+0) | $202.11(+2.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.13% | +56.62% | — | — | +30.92% |
| Top 20 Holdings Unweighted | +15.58% | +54.41% | — | — | +43.00% |
Highlander Partners, L.P. reports $298.32M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are VRT (22.2%), BX (9.4%) and KEYS (9.3%). The top 20 holdings account for 93.23% of reported assets. Its disclosed equity book has returned +56.62% on a three-year cumulative basis. 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 Highlander Partners, L.P.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903866). View Highlander Partners, L.P.’s 13F filings on SEC