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Highlander Partners, L.P.

SEC Form 13F institutional filer · CIK 0001903866

13F-HR · 23 reported holdings · 2026-03-31

Reported long-US-equity value

$0.17B

Top-10 concentration

97.3%

Highlander Partners, L.P. — $170M AUM allocation strategy

Highlander Partners, L.P. files SEC Form 13F and reports $170M of long US equity value across 23 reported holdings for 2026-03-31.

Its largest sector bet is Industrials 38.8%, followed by Financials 21.6% and Information Technology 16.3%.

The top 10 holdings account for 97% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Highlander Partners, L.P. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$170M

total across 23 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

97% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$AMZN

+$AMZN +1K sh · −$2.11M

Biggest trims (shares)

$SPGI$VRT$BX

−$SPGI −100K sh · −$6.45M−$VRT −30K sh · +$18.5M−$BX −5.4K sh · −$10.2M

Added from nil (new positions)

None this quarter

Exited to nil (held last quarter, gone now)

$HON$ORCL$RSG$L$PG

$HON ($8.88M last qtr)$ORCL ($228K last qtr)$RSG ($212K last qtr)$L ($129K last qtr)$PG ($115K last qtr)

Sector allocation (share of reported value)

Industrials 39%Financials 22%Information Technology 16%Consumer Discretionary 13%Health Care 7%ETFs 1%Energy 1%Communication Services 1%Other holdings 1%SECTORS
  • $XLIIndustrials38.8%
  • $XLFFinancials21.6%
  • $XLKInformation Technology16.3%
  • $XLYConsumer Discretionary12.8%
  • $XLVHealth Care6.7%
  • ETFs1.5%
  • $XLEEnergy1.1%
  • $XLCCommunication Services0.6%
  • Other holdings0.6%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Electrical Components & Equipment 39%Asset Management & Custody Banks 17%Electronic Equipment & Instruments 13%Broadline Retail 13%Life Sciences Tools & Services 6%Financial Exchanges & Data 4%Technology Hardware, Storage & Peripherals 3%Oil & Gas Refining & Marketing 1%Other holdings 4%INDUSTRIES
  • Electrical Components & Equipment38.8%
  • Asset Management & Custody Banks17.2%
  • Electronic Equipment & Instruments13.1%
  • Broadline Retail12.8%
  • Life Sciences Tools & Services6.5%
  • Financial Exchanges & Data3.9%
  • Technology Hardware, Storage & Peripherals2.9%
  • Oil & Gas Refining & Marketing0.7%
  • Other holdings4.1%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

9 of 9 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$VRTVertiv Holdings LLC264K$66M-30K38.9%
$BXBlackstone Inc239K$27.4M-5.4K16.2%
$KEYSKeysight Technologies Inc79.2K$22.4M+013.2%
$AMZNAmazon.com Inc104K$21.7M+1K12.8%
$DHRDanaher Corporation58K$11M+06.5%
$SPGIS&P Global Inc100K$6.51M-100K3.8%
$DELLDell Technologies Inc30K$4.92M+02.9%
$IVZInvesco Ltd9.9K$1.9M+01.1%
$MPCMarathon Petroleum Corporation14.3K$816K+00.5%

…and 14 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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