Highlander Partners, L.P. Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$260.3B
Holdings
50
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VRTVERTIV HOLDINGS CO | 353,569 | $45.4B | 17.44% | |
| 2 | BXBLACKSTONE INC | 244,000 | $36.5B | 14.02% | |
| 3 | AMZNAMAZON COM INC | 103,000 | $22.6B | 8.68% | |
| 4 | YMMFULL TRUCK ALLIANCE CO LTD | 1,488,237 | $17.6B | 6.75% | |
| 5 | TCBITEXAS CAP BANCSHARES INC | 169,436 | $13.5B | 5.17% | |
| 6 | KEYSKEYSIGHT TECHNOLOGIES INC | 79,200 | $13.0B | 4.99% | |
| 7 | LVLNSPDR SERIES TRUST | 200,000 | $11.9B | 4.56% | |
| 8 | DHRDANAHER CORPORATION | 56,000 | $11.1B | 4.25% | |
| 9 | HONHONEYWELL INTL INC | 45,500 | $10.6B | 4.07% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 87,200 | $9.9B | 3.80% | |
| 11 | PSNPARSONS CORP DEL | 122,000 | $8.8B | 3.36% | |
| 12 | SPXCSPX TECHNOLOGIES INC | 41,250 | $6.9B | 2.66% | |
| 13 | WSCWILLSCOT HLDGS CORP | 249,800 | $6.8B | 2.63% | |
| 14 | SSNCSS&C TECHNOLOGIES HLDGS INC | 81,800 | $6.8B | 2.60% | |
| 15 | MIRMMIRUM PHARMACEUTICALS INC | 122,980 | $6.3B | 2.40% | |
| 16 | DAKTDAKTRONICS INC | 400,000 | $6.0B | 2.32% | |
| 17 | AMDADVANCED MICRO DEVICES INC | 36,000 | $5.1B | 1.96% | |
| 18 | DELLDELL TECHNOLOGIES INC | 30,000 | $3.7B | 1.41% | |
| 19 | SPYSPDR S&P 500 ETF TR | 4,000 | $2.5B | 0.95% | |
| 20 | MDAISPECTRAL AI INC | 900,000 | $2.2B | 0.86% | |
| 21 | RSPINVESCO EXCHANGE TRADED FD T | 9,900 | $1.8B | 0.69% | |
| 22 | DMLPDORCHESTER MINERALS LP | 33,077 | $921.5M | 0.35% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,525 | $740.8M | 0.28% | |
| 24 | MPLXMPLX LP | 14,291 | $736.1M | 0.28% | |
| 25 | CWSTCASELLA WASTE SYS INC | 6,000 | $692.3M | 0.27% | |
| 26 | MSFTMICROSOFT CORP | 1,050 | $522.3M | 0.20% | |
| 27 | GHCGRAHAM HLDGS CO | 535 | $506.2M | 0.19% | |
| 28 | WTMWHITE MTNS INS GROUP LTD | 280 | $502.8M | 0.19% | |
| 29 | 4I1PHILIP MORRIS INTL INC | 2,500 | $455.3M | 0.17% | |
| 30 | JPMJPMORGAN CHASE & CO. | 1,500 | $434.9M | 0.17% | |
| 31 | EPDENTERPRISE PRODS PARTNERS L | 14,000 | $434.1M | 0.17% | |
| 32 | METAMETA PLATFORMS INC | 550 | $405.9M | 0.16% | |
| 33 | GOOGLALPHABET INC | 2,200 | $387.7M | 0.15% | |
| 34 | ADBEADOBE INC | 1,000 | $386.9M | 0.15% | |
| 35 | GQ9SPDR GOLD TR | 1,160 | $353.6M | 0.14% | |
| 36 | FISVFISERV INC | 1,900 | $327.6M | 0.13% | |
| 37 | ETENERGY TRANSFER L P | 17,080 | $309.7M | 0.12% | |
| 38 | ARCCARES CAPITAL CORP | 14,000 | $307.4M | 0.12% | |
| 39 | KRPKIMBELL RTY PARTNERS LP | 22,000 | $307.1M | 0.12% | |
| 40 | ACWIISHARES TR | 2,360 | $303.5M | 0.12% | |
| 41 | PAGPPLAINS GP HLDGS L P | 15,000 | $291.4M | 0.11% | |
| 42 | MRKMERCK & CO INC | 3,300 | $261.2M | 0.10% | |
| 43 | ORCLORACLE CORP | 1,170 | $255.8M | 0.10% | |
| 44 | VVISA INC | 700 | $248.5M | 0.10% | |
| 45 | RSGREPUBLIC SVCS INC | 1,000 | $246.6M | 0.09% | |
| 46 | PSXPHILLIPS 66 | 2,000 | $238.6M | 0.09% | |
| 47 | WESWESTERN MIDSTREAM PARTNERS L | 6,100 | $236.1M | 0.09% | |
| 48 | HDHOME DEPOT INC | 625 | $229.2M | 0.09% | |
| 49 | FXIISHARES TR | 6,000 | $220.6M | 0.08% | |
| 50 | XOMEXXON MOBIL CORP | 2,000 | $215.6M | 0.08% |