Buckland Partners Management Co LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$180.4M

Holdings

104

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (104 positions)

#StockSharesValue% PortfolioType
1
SNPSSYNOPSYS, INC
35,500$16.7M9.24%
2
WRBW.R. BERKLEY CORPORATION
148,500$10.4M5.77%
3
CRSCARPENTER TECHNOLOGY INC
31,000$9.8M5.41%
4
AAPLAPPLE INC
30,400$8.3M4.58%
5
TSCOTRACTOR SUPPLY COMPANY
125,000$6.3M3.47%
6
SLGNSILGAN HOLDINGS INC
138,800$5.6M3.11%
7
CFGCITIZENS FINANCIAL GROUP, INC
72,000$4.2M2.33%
8
GSGOLDMAN SACHS GROUP, INC
4,000$3.5M1.95%
9
GPCRSTRUCTURE THERAPEUTICS INC ADR
50,000$3.5M1.93%
10
BLDTOPBUILD CORP.
8,000$3.3M1.85%
11
METAMETA PLATFORMS INC
5,000$3.3M1.83%
12
ADIANALOG DEVICES, INC
11,927$3.2M1.79%
13
CGCARLYLE GROUP INC
54,400$3.2M1.78%
14
HWMHOWMET AEROSPACE INC
15,000$3.1M1.70%
15
MRTNMARTEN TRANSPORT LTD
267,594$3.0M1.69%
16
MASMASCO CORPORATION
45,000$2.9M1.58%
17
LLOEWS CORPORATION
24,000$2.5M1.40%
18
IRMIRON MOUNTAIN INCORPORATED
30,000$2.5M1.39%
19
PANWPALO ALTO NETWORKS INC
13,000$2.4M1.33%
20
ASMLASML HOLDING N.V.
2,150$2.3M1.27%
21
JPMJPMORGAN CHASE & CO
7,000$2.3M1.25%
22
GOOGLALPHABET INC
7,000$2.2M1.21%
23
AMCRAMCOR PLC
253,750$2.1M1.17%
24
MSGSMADISON SQUARE GARDEN SPORTS CORP
8,000$2.1M1.15%
25
DKNGDRAFTKINGS INC
60,000$2.1M1.15%
26
FFORD MOTOR COMPANY
143,000$1.9M1.04%
27
ALABASTERA LABS, INC
11,000$1.8M1.01%
28
TSMTAIWAN SEMICONDUCTOR MFG
6,000$1.8M1.01%
29
BLDRBUILDERS FIRSTSOURCE, INC
17,100$1.8M0.98%
30
PATHUIPATH, INC
105,000$1.7M0.95%
31
XOMEXXON MOBIL CORPORATION
14,242$1.7M0.95%
32
MSFTMICROSOFT CORPORATION
3,400$1.6M0.91%
33
SBLKSTAR BULK CARRIERS CORP.
84,590$1.6M0.90%
34
GEGENERAL ELECTRIC COMPANY
5,250$1.6M0.90%
35
TKRTHE TIMKEN COMPANY
19,000$1.6M0.89%
36
PYPLPAYPAL HOLDINGS, INC
27,000$1.6M0.87%
37
KKRKKR & CO. INC
12,000$1.5M0.85%
38
LHXL3HARRIS TECHNOLOGIES INC
5,175$1.5M0.84%
39
GDDYGODADDY INC
12,000$1.5M0.82%
40
HONHONEYWELL INTL INC
7,500$1.5M0.81%
41
SLABSILICON LABORATORIES INC
11,000$1.4M0.80%
42
ENQENTEGRIS, INC
16,500$1.4M0.77%
43
RBRKRUBRIK, INC
18,000$1.4M0.76%
44
BKRBAKER HUGHES CO
30,000$1.4M0.76%
45
DISWALT DISNEY COMPANY
11,223$1.3M0.71%
46
ADBEADOBE INC
3,500$1.2M0.68%
47
BATRAATLANTA BRAVES HOLDINGS INC
30,319$1.2M0.66%
48
GEVGE VERNOVA LLC
1,812$1.2M0.66%
49
SPOTSPOTIFY TECHNOLOGY S.A.
2,000$1.2M0.64%
50
CSCOCISCO SYSTEMS, INC
15,000$1.2M0.64%
51
PEGAPEGASYSTEMS INC
19,000$1.1M0.63%
52
FIGFIGMA, INC
30,200$1.1M0.63%
53
INTCINTEL CORPORATION
30,000$1.1M0.61%
54
TOLTOLL BROTHERS, INC
8,000$1.1M0.60%
55
ORCLORACLE CORPORATION
5,500$1.1M0.59%
56
SOLSSOLSTICE ADVANCED MATERIALS INC
21,875$1.1M0.59%
57
SNOWSNOWFLAKE INC
4,800$1.1M0.58%
58
GTLSCHART INDUSTRIES, INC
5,000$1.0M0.57%
59
AMEAMETEK INC (NEW)
5,000$1.0M0.57%
60
FROGJFROG LTD
16,000$999K0.55%
61
HSICHENRY SCHEIN INC
12,400$937K0.52%
62
PCTYPAYLOCITY HOLDING CORPORATION
6,100$930K0.52%
63
BHPBLACKSTONE GROUP INC
6,000$924K0.51%
64
FNMAFANNIE MAE COMMON STOCK
80,000$858K0.48%
65
KELKEYCORP
40,000$825K0.46%
66
OKTAOKTA, INC
9,500$821K0.46%
67
DHRDANAHER CORPORATION
3,500$802K0.44%
68
DOCUDOCUSIGN, INC
11,500$786K0.44%
69
UALUNITED AIRLINES HOLDINGS INC
7,000$782K0.43%
70
RACEFERRARI N.V.
1,900$702K0.39%
71
MCHPMICROCHIP TECHNOLOGY INCORPORATED
11,000$700K0.39%
72
FBINFORTUNE BRANDS INNOVATIONS INC
14,000$700K0.39%
73
ZMZOOM COMMUNICATIONS INC
8,000$690K0.38%
74
COPCONOCOPHILLIPS
6,680$625K0.35%
75
NOWSERVICENOW INC
4,000$612K0.34%
76
CRMSALESFORCE INC
2,232$592K0.33%
77
AMDADVANCED MICRO DEVICES, INC
2,500$535K0.30%
78
LBTYALIBERTY GLOBAL LTD
46,360$511K0.28%
79
MGNIMAGNITE, INC
31,446$510K0.28%
80
DALDELTA AIR LINES, INC
7,000$485K0.27%
81
CRWVCOREWEAVE, INC
6,700$479K0.27%
82
GTLBGITLAB INC
12,000$450K0.25%
83
PKEPARK AEROSPACE CORP.
21,091$450K0.25%
84
CTOCTO REALTY GROWTH, INC
24,000$441K0.24%
85
LULULULULEMON ATHLETICA INC
2,000$415K0.23%
86
TENBTENABLE HOLDINGS, INC
17,000$400K0.22%
87
NVDANVIDIA CORPORATION
2,000$373K0.21%
88
DDOGDATADOG, INC
2,500$339K0.19%
89
TSLATESLA, INC
700$314K0.17%
90
GOOGALPHABET INC
1,000$313K0.17%
91
PRGSPROGRESS SOFTWARE CORPORATION
7,000$300K0.17%
92
DHID.R. HORTON, INC
2,000$288K0.16%
93
GENIGENIUS SPORTS LTD
25,000$275K0.15%
94
IONQIONQ INC
6,000$269K0.15%
95
ZSZSCALER, INC
1,200$269K0.15%
96
CMRCCOMMERCE.COM INC
2,000$250K0.14%
97
RBLXROBLOX CORPORATION
3,000$243K0.13%
98
GENGEN DIGITAL INC
8,000$217K0.12%
99
AIC3.AI, INC
16,000$215K0.12%
100
CRSPCRISPR THERAPEUTICS AG
4,000$209K0.12%
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