Highlander Partners, L.P. Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$161.7B
Holdings
45
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VRTVERTIV HOLDINGS CO | 353,569 | $25.5B | 15.79% | |
| 2 | BXBLACKSTONE INC | 164,000 | $22.9B | 14.18% | |
| 3 | AMZNAMAZON COM INC | 103,000 | $19.6B | 12.12% | |
| 4 | YMMFULL TRUCK ALLIANCE CO LTD | 1,488,237 | $19.0B | 11.76% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 87,200 | $11.5B | 7.13% | |
| 6 | TCBITEXAS CAP BANCSHARES INC | 120,436 | $9.0B | 5.56% | |
| 7 | WSCWILLSCOT HLDGS CORP | 249,800 | $6.9B | 4.30% | |
| 8 | SSNCSS&C TECHNOLOGIES HLDGS INC | 81,800 | $6.8B | 4.23% | |
| 9 | KEYSKEYSIGHT TECHNOLOGIES INC | 41,200 | $6.2B | 3.82% | |
| 10 | MIRMMIRUM PHARMACEUTICALS INC | 122,980 | $5.5B | 3.43% | |
| 11 | DAKTDAKTRONICS INC | 400,000 | $4.9B | 3.01% | |
| 12 | AMDADVANCED MICRO DEVICES INC | 36,000 | $3.7B | 2.29% | |
| 13 | DELLDELL TECHNOLOGIES INC | 30,000 | $2.7B | 1.69% | |
| 14 | SPYSPDR S&P 500 ETF TR | 4,000 | $2.2B | 1.38% | |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 9,900 | $1.7B | 1.06% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,050 | $1.1B | 0.68% | |
| 17 | MDAISPECTRAL AI INC | 900,000 | $1.0B | 0.64% | |
| 18 | DMLPDORCHESTER MINERALS LP | 33,077 | $995.0M | 0.62% | |
| 19 | NEOGNEOGEN CORP | 100,000 | $867.0M | 0.54% | |
| 20 | MPLXMPLX LP | 14,291 | $764.9M | 0.47% | |
| 21 | CWSTCASELLA WASTE SYS INC | 6,000 | $669.1M | 0.41% | |
| 22 | WTMWHITE MTNS INS GROUP LTD | 280 | $539.2M | 0.33% | |
| 23 | GHCGRAHAM HLDGS CO | 535 | $514.1M | 0.32% | |
| 24 | EPDENTERPRISE PRODS PARTNERS L | 14,000 | $478.0M | 0.30% | |
| 25 | FISVFISERV INC | 1,900 | $419.6M | 0.26% | |
| 26 | 4I1PHILIP MORRIS INTL INC | 2,500 | $396.8M | 0.25% | |
| 27 | MSFTMICROSOFT CORP | 1,050 | $394.2M | 0.24% | |
| 28 | ADBEADOBE INC | 1,000 | $383.5M | 0.24% | |
| 29 | JPMJPMORGAN CHASE & CO. | 1,500 | $367.9M | 0.23% | |
| 30 | GOOGLALPHABET INC | 2,200 | $340.2M | 0.21% | |
| 31 | GQ9SPDR GOLD TR | 1,160 | $334.2M | 0.21% | |
| 32 | PAGPPLAINS GP HLDGS L P | 15,000 | $320.4M | 0.20% | |
| 33 | ETENERGY TRANSFER L P | 17,080 | $317.5M | 0.20% | |
| 34 | METAMETA PLATFORMS INC | 550 | $317.0M | 0.20% | |
| 35 | ARCCARES CAPITAL CORP | 14,000 | $310.2M | 0.19% | |
| 36 | MRKMERCK & CO INC | 3,300 | $296.2M | 0.18% | |
| 37 | KRPKIMBELL RTY PARTNERS LP | 20,300 | $284.2M | 0.18% | |
| 38 | ACWIISHARES TR | 2,360 | $274.7M | 0.17% | |
| 39 | WESWESTERN MIDSTREAM PARTNERS L | 6,100 | $249.9M | 0.15% | |
| 40 | VVISA INC | 700 | $245.3M | 0.15% | |
| 41 | RSGREPUBLIC SVCS INC | 1,000 | $242.2M | 0.15% | |
| 42 | XOMEXXON MOBIL CORP | 2,000 | $237.9M | 0.15% | |
| 43 | HDHOME DEPOT INC | 625 | $229.1M | 0.14% | |
| 44 | FXIISHARES TR | 6,000 | $215.0M | 0.13% | |
| 45 | SLBSCHLUMBERGER LTD | 5,040 | $210.7M | 0.13% |