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)

#	Stock	Shares	Value	% Portfolio
1	SNPSSYNOPSYS, INC	35,500	$16.7M	9.24%
2	WRBW.R. BERKLEY CORPORATION	148,500	$10.4M	5.77%
3	CRSCARPENTER TECHNOLOGY INC	31,000	$9.8M	5.41%
4	AAPLAPPLE INC	30,400	$8.3M	4.58%
5	TSCOTRACTOR SUPPLY COMPANY	125,000	$6.3M	3.47%
6	SLGNSILGAN HOLDINGS INC	138,800	$5.6M	3.11%
7	CFGCITIZENS FINANCIAL GROUP, INC	72,000	$4.2M	2.33%
8	GSGOLDMAN SACHS GROUP, INC	4,000	$3.5M	1.95%
9	GPCRSTRUCTURE THERAPEUTICS INC ADR	50,000	$3.5M	1.93%
10	BLDTOPBUILD CORP.	8,000	$3.3M	1.85%
11	METAMETA PLATFORMS INC	5,000	$3.3M	1.83%
12	ADIANALOG DEVICES, INC	11,927	$3.2M	1.79%
13	CGCARLYLE GROUP INC	54,400	$3.2M	1.78%
14	HWMHOWMET AEROSPACE INC	15,000	$3.1M	1.70%
15	MRTNMARTEN TRANSPORT LTD	267,594	$3.0M	1.69%
16	MASMASCO CORPORATION	45,000	$2.9M	1.58%
17	LLOEWS CORPORATION	24,000	$2.5M	1.40%
18	IRMIRON MOUNTAIN INCORPORATED	30,000	$2.5M	1.39%
19	PANWPALO ALTO NETWORKS INC	13,000	$2.4M	1.33%
20	ASMLASML HOLDING N.V.	2,150	$2.3M	1.27%
21	JPMJPMORGAN CHASE & CO	7,000	$2.3M	1.25%
22	GOOGLALPHABET INC	7,000	$2.2M	1.21%
23	AMCRAMCOR PLC	253,750	$2.1M	1.17%
24	MSGSMADISON SQUARE GARDEN SPORTS CORP	8,000	$2.1M	1.15%
25	DKNGDRAFTKINGS INC	60,000	$2.1M	1.15%
26	FFORD MOTOR COMPANY	143,000	$1.9M	1.04%
27	ALABASTERA LABS, INC	11,000	$1.8M	1.01%
28	TSMTAIWAN SEMICONDUCTOR MFG	6,000	$1.8M	1.01%
29	BLDRBUILDERS FIRSTSOURCE, INC	17,100	$1.8M	0.98%
30	PATHUIPATH, INC	105,000	$1.7M	0.95%
31	XOMEXXON MOBIL CORPORATION	14,242	$1.7M	0.95%
32	MSFTMICROSOFT CORPORATION	3,400	$1.6M	0.91%
33	SBLKSTAR BULK CARRIERS CORP.	84,590	$1.6M	0.90%
34	GEGENERAL ELECTRIC COMPANY	5,250	$1.6M	0.90%
35	TKRTHE TIMKEN COMPANY	19,000	$1.6M	0.89%
36	PYPLPAYPAL HOLDINGS, INC	27,000	$1.6M	0.87%
37	KKRKKR & CO. INC	12,000	$1.5M	0.85%
38	LHXL3HARRIS TECHNOLOGIES INC	5,175	$1.5M	0.84%
39	GDDYGODADDY INC	12,000	$1.5M	0.82%
40	HONHONEYWELL INTL INC	7,500	$1.5M	0.81%
41	SLABSILICON LABORATORIES INC	11,000	$1.4M	0.80%
42	ENQENTEGRIS, INC	16,500	$1.4M	0.77%
43	RBRKRUBRIK, INC	18,000	$1.4M	0.76%
44	BKRBAKER HUGHES CO	30,000	$1.4M	0.76%
45	DISWALT DISNEY COMPANY	11,223	$1.3M	0.71%
46	ADBEADOBE INC	3,500	$1.2M	0.68%
47	BATRAATLANTA BRAVES HOLDINGS INC	30,319	$1.2M	0.66%
48	GEVGE VERNOVA LLC	1,812	$1.2M	0.66%
49	SPOTSPOTIFY TECHNOLOGY S.A.	2,000	$1.2M	0.64%
50	CSCOCISCO SYSTEMS, INC	15,000	$1.2M	0.64%
51	PEGAPEGASYSTEMS INC	19,000	$1.1M	0.63%
52	FIGFIGMA, INC	30,200	$1.1M	0.63%
53	INTCINTEL CORPORATION	30,000	$1.1M	0.61%
54	TOLTOLL BROTHERS, INC	8,000	$1.1M	0.60%
55	ORCLORACLE CORPORATION	5,500	$1.1M	0.59%
56	SOLSSOLSTICE ADVANCED MATERIALS INC	21,875	$1.1M	0.59%
57	SNOWSNOWFLAKE INC	4,800	$1.1M	0.58%
58	GTLSCHART INDUSTRIES, INC	5,000	$1.0M	0.57%
59	AMEAMETEK INC (NEW)	5,000	$1.0M	0.57%
60	FROGJFROG LTD	16,000	$999K	0.55%
61	HSICHENRY SCHEIN INC	12,400	$937K	0.52%
62	PCTYPAYLOCITY HOLDING CORPORATION	6,100	$930K	0.52%
63	BHPBLACKSTONE GROUP INC	6,000	$924K	0.51%
64	FNMAFANNIE MAE COMMON STOCK	80,000	$858K	0.48%
65	KELKEYCORP	40,000	$825K	0.46%
66	OKTAOKTA, INC	9,500	$821K	0.46%
67	DHRDANAHER CORPORATION	3,500	$802K	0.44%
68	DOCUDOCUSIGN, INC	11,500	$786K	0.44%
69	UALUNITED AIRLINES HOLDINGS INC	7,000	$782K	0.43%
70	RACEFERRARI N.V.	1,900	$702K	0.39%
71	MCHPMICROCHIP TECHNOLOGY INCORPORATED	11,000	$700K	0.39%
72	FBINFORTUNE BRANDS INNOVATIONS INC	14,000	$700K	0.39%
73	ZMZOOM COMMUNICATIONS INC	8,000	$690K	0.38%
74	COPCONOCOPHILLIPS	6,680	$625K	0.35%
75	NOWSERVICENOW INC	4,000	$612K	0.34%
76	CRMSALESFORCE INC	2,232	$592K	0.33%
77	AMDADVANCED MICRO DEVICES, INC	2,500	$535K	0.30%
78	LBTYALIBERTY GLOBAL LTD	46,360	$511K	0.28%
79	MGNIMAGNITE, INC	31,446	$510K	0.28%
80	DALDELTA AIR LINES, INC	7,000	$485K	0.27%
81	CRWVCOREWEAVE, INC	6,700	$479K	0.27%
82	GTLBGITLAB INC	12,000	$450K	0.25%
83	PKEPARK AEROSPACE CORP.	21,091	$450K	0.25%
84	CTOCTO REALTY GROWTH, INC	24,000	$441K	0.24%
85	LULULULULEMON ATHLETICA INC	2,000	$415K	0.23%
86	TENBTENABLE HOLDINGS, INC	17,000	$400K	0.22%
87	NVDANVIDIA CORPORATION	2,000	$373K	0.21%
88	DDOGDATADOG, INC	2,500	$339K	0.19%
89	TSLATESLA, INC	700	$314K	0.17%
90	GOOGALPHABET INC	1,000	$313K	0.17%
91	PRGSPROGRESS SOFTWARE CORPORATION	7,000	$300K	0.17%
92	DHID.R. HORTON, INC	2,000	$288K	0.16%
93	GENIGENIUS SPORTS LTD	25,000	$275K	0.15%
94	IONQIONQ INC	6,000	$269K	0.15%
95	ZSZSCALER, INC	1,200	$269K	0.15%
96	CMRCCOMMERCE.COM INC	2,000	$250K	0.14%
97	RBLXROBLOX CORPORATION	3,000	$243K	0.13%
98	GENGEN DIGITAL INC	8,000	$217K	0.12%
99	AIC3.AI, INC	16,000	$215K	0.12%
100	CRSPCRISPR THERAPEUTICS AG	4,000	$209K	0.12%

Page 1 of 2Next