Highlander Partners, L.P. Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$176.1B
Holdings
39
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VRTVERTIV HOLDINGS CO | 378,569 | $43.0B | 24.43% | |
| 2 | BXBLACKSTONE INC | 164,000 | $28.3B | 16.06% | |
| 3 | AMZNAMAZON COM INC | 103,000 | $22.6B | 12.83% | |
| 4 | YMMFULL TRUCK ALLIANCE CO LTD | 1,488,237 | $16.1B | 9.15% | |
| 5 | TCBITEXAS CAP BANCSHARES INC | 120,436 | $9.4B | 5.35% | |
| 6 | WSCWILLSCOT HLDGS CORP | 249,800 | $8.4B | 4.75% | |
| 7 | DAKTDAKTRONICS INC | 400,000 | $6.7B | 3.83% | |
| 8 | KEYSKEYSIGHT TECHNOLOGIES INC | 41,200 | $6.6B | 3.76% | |
| 9 | SSNCSS&C TECHNOLOGIES HLDGS INC | 81,800 | $6.2B | 3.52% | |
| 10 | MIRMMIRUM PHARMACEUTICALS INC | 122,980 | $5.1B | 2.89% | |
| 11 | AMDADVANCED MICRO DEVICES INC | 36,000 | $4.3B | 2.47% | |
| 12 | SPYSPDR S&P 500 ETF TR | 6,500 | $3.8B | 2.16% | |
| 13 | DELLDELL TECHNOLOGIES INC | 30,000 | $3.5B | 1.96% | |
| 14 | MDAISPECTRAL AI INC | 900,000 | $2.5B | 1.45% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,050 | $814.6M | 0.46% | |
| 16 | MPLXMPLX LP | 14,291 | $684.0M | 0.39% | |
| 17 | CWSTCASELLA WASTE SYS INC | 6,000 | $634.9M | 0.36% | |
| 18 | WTMWHITE MTNS INS GROUP LTD | 280 | $544.6M | 0.31% | |
| 19 | GHCGRAHAM HLDGS CO | 535 | $466.5M | 0.26% | |
| 20 | ADBEADOBE INC | 1,000 | $444.7M | 0.25% | |
| 21 | MSFTMICROSOFT CORP | 1,050 | $442.6M | 0.25% | |
| 22 | EPDENTERPRISE PRODS PARTNERS L | 14,000 | $439.0M | 0.25% | |
| 23 | GOOGLALPHABET INC | 2,200 | $416.5M | 0.24% | |
| 24 | FISVFISERV INC | 1,900 | $390.3M | 0.22% | |
| 25 | JPMJPMORGAN CHASE & CO. | 1,500 | $359.6M | 0.20% | |
| 26 | ETENERGY TRANSFER L P | 17,080 | $334.6M | 0.19% | |
| 27 | KRPKIMBELL RTY PARTNERS LP | 20,300 | $329.5M | 0.19% | |
| 28 | MRKMERCK & CO INC | 3,300 | $328.3M | 0.19% | |
| 29 | METAMETA PLATFORMS INC | 550 | $322.0M | 0.18% | |
| 30 | ARCCARES CAPITAL CORP | 14,000 | $306.5M | 0.17% | |
| 31 | 4I1PHILIP MORRIS INTL INC | 2,500 | $300.9M | 0.17% | |
| 32 | GQ9SPDR GOLD TR | 1,160 | $280.9M | 0.16% | |
| 33 | ACWIISHARES TR | 2,360 | $277.3M | 0.16% | |
| 34 | PAGPPLAINS GP HLDGS L P | 15,000 | $275.7M | 0.16% | |
| 35 | HDHOME DEPOT INC | 625 | $243.1M | 0.14% | |
| 36 | WESWESTERN MIDSTREAM PARTNERS L | 6,100 | $234.4M | 0.13% | |
| 37 | VVISA INC | 700 | $221.2M | 0.13% | |
| 38 | XOMEXXON MOBIL CORP | 2,000 | $215.1M | 0.12% | |
| 39 | RSGREPUBLIC SVCS INC | 1,000 | $201.2M | 0.11% |