Highlander Partners, L.P. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$286.7B
Holdings
50
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VRTVERTIV HOLDINGS CO | 353,569 | $53.3B | 18.60% | |
| 2 | BXBLACKSTONE INC | 244,000 | $41.7B | 14.54% | |
| 3 | AMZNAMAZON COM INC | 103,000 | $22.6B | 7.89% | |
| 4 | YMMFULL TRUCK ALLIANCE CO LTD | 1,228,237 | $15.9B | 5.56% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 87,200 | $15.6B | 5.44% | |
| 6 | TCBITEXAS CAP BANCSHARES INC | 169,436 | $14.3B | 5.00% | |
| 7 | KEYSKEYSIGHT TECHNOLOGIES INC | 79,200 | $13.9B | 4.83% | |
| 8 | PSNPARSONS CORP DEL | 164,800 | $13.7B | 4.77% | |
| 9 | LVLNSPDR SERIES TRUST | 200,000 | $12.7B | 4.42% | |
| 10 | DHRDANAHER CORPORATION | 56,000 | $11.1B | 3.87% | |
| 11 | SPXCSPX TECHNOLOGIES INC | 52,250 | $9.8B | 3.40% | |
| 12 | HONHONEYWELL INTL INC | 45,500 | $9.6B | 3.34% | |
| 13 | MIRMMIRUM PHARMACEUTICALS INC | 122,980 | $9.0B | 3.14% | |
| 14 | DAKTDAKTRONICS INC | 400,000 | $8.4B | 2.92% | |
| 15 | SSNCSS&C TECHNOLOGIES HLDGS INC | 81,800 | $7.3B | 2.53% | |
| 16 | WSCWILLSCOT HLDGS CORP | 249,800 | $5.3B | 1.84% | |
| 17 | DELLDELL TECHNOLOGIES INC | 30,000 | $4.3B | 1.48% | |
| 18 | SPYSPDR S&P 500 ETF TR | 4,000 | $2.7B | 0.93% | |
| 19 | MDAISPECTRAL AI INC | 900,000 | $2.1B | 0.72% | |
| 20 | RSPINVESCO EXCHANGE TRADED FD T | 9,900 | $1.9B | 0.66% | |
| 21 | DMLPDORCHESTER MINERALS LP | 33,077 | $856.4M | 0.30% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,525 | $766.7M | 0.27% | |
| 23 | MPLXMPLX LP | 14,291 | $713.8M | 0.25% | |
| 24 | GHCGRAHAM HLDGS CO | 535 | $629.9M | 0.22% | |
| 25 | CWSTCASELLA WASTE SYS INC | 6,000 | $569.3M | 0.20% | |
| 26 | MSFTMICROSOFT CORP | 1,050 | $543.8M | 0.19% | |
| 27 | GOOGLALPHABET INC | 2,200 | $534.8M | 0.19% | |
| 28 | JPMJPMORGAN CHASE & CO. | 1,500 | $473.1M | 0.17% | |
| 29 | WTMWHITE MTNS INS GROUP LTD | 280 | $468.0M | 0.16% | |
| 30 | EPDENTERPRISE PRODS PARTNERS L | 14,000 | $437.8M | 0.15% | |
| 31 | GQ9SPDR GOLD TR | 1,160 | $412.3M | 0.14% | |
| 32 | 4I1PHILIP MORRIS INTL INC | 2,500 | $405.5M | 0.14% | |
| 33 | METAMETA PLATFORMS INC | 550 | $403.9M | 0.14% | |
| 34 | ADBEADOBE INC | 1,000 | $352.8M | 0.12% | |
| 35 | ORCLORACLE CORP | 1,170 | $329.1M | 0.11% | |
| 36 | ACWIISHARES TR | 2,360 | $326.2M | 0.11% | |
| 37 | KRPKIMBELL RTY PARTNERS LP | 22,000 | $296.8M | 0.10% | |
| 38 | ETENERGY TRANSFER L P | 17,080 | $293.1M | 0.10% | |
| 39 | ARCCARES CAPITAL CORP | 14,000 | $285.7M | 0.10% | |
| 40 | MRKMERCK & CO INC | 3,300 | $277.0M | 0.10% | |
| 41 | PAGPPLAINS GP HLDGS L P | 15,000 | $273.6M | 0.10% | |
| 42 | PSXPHILLIPS 66 | 2,000 | $272.0M | 0.09% | |
| 43 | HDHOME DEPOT INC | 625 | $253.2M | 0.09% | |
| 44 | FXIISHARES TR | 6,000 | $246.8M | 0.09% | |
| 45 | FISVFISERV INC | 1,900 | $245.0M | 0.09% | |
| 46 | AMDADVANCED MICRO DEVICES INC | 1,500 | $242.7M | 0.08% | |
| 47 | WESWESTERN MIDSTREAM PARTNERS L | 6,100 | $239.7M | 0.08% | |
| 48 | VVISA INC | 700 | $239.0M | 0.08% | |
| 49 | RSGREPUBLIC SVCS INC | 1,000 | $229.5M | 0.08% | |
| 50 | XOMEXXON MOBIL CORP | 2,000 | $225.5M | 0.08% |