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The Analysis of Highlander Partners, L.P.'s Holdings & P&L

Currently, Highlander Partners, L.P. holds 45 types of securities in its portfolio with a total value $255.5M. In the most recent quarter, they have increased their positions in GWRE (+33.0K shares, valued at $4.9M), SGI (+14.0K shares, valued at $1.0M), AMZN (+1.0K shares, valued at $208.3K); decreased their positions in VRT (-30.0K shares, valued at $7.5M), KRE (-100.0K shares, valued at $6.5M), TCBI (-45.6K shares, valued at $4.3M); initiated new positions in GWRE (+33.0K shares, valued at $4.9M), SGI (+14.0K shares, valued at $1.0M).

1M P&L

+5.9M+2.28%

3M P&L

+28.3M+12.09%

HY P&L

+54.9M+26.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Electrical Equipment & Parts66.0M

29.4%

2Internet Retail32.6M

14.5%

3Scientific & Technical Instruments22.4M

9.9%

Top Industries by Stock Count

1N/A5 stocks

12.5%

2Oil & Gas Midstream5 stocks

12.5%

3Software - Application3 stocks

7.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VRT VERTIV HOLDINGS CO263.6K shares-10.22%2026-03-312026-04-14

BLACKSTONE INC BLACKSTONE INC238.6K shares-2.21%2026-03-312026-04-14

KEYS KEYSIGHT TECHNOLOGIES INC79.2K shares0.00%2026-03-312026-04-14

AMZN AMAZON COM INC104.0K shares0.97%2026-03-312026-04-14

PSN PARSONS CORP DEL255.9K shares-7.72%2026-03-312026-04-14

TCBI TEXAS CAP BANCSHARES INC123.8K shares-26.91%2026-03-312026-04-14

MIRM MIRUM PHARMACEUTICALS INC123.0K shares0.00%2026-03-312026-04-14

DHR DANAHER CORP DEL58.0K shares0.00%2026-03-312026-04-14

Sponsored

BABA ALIBABA GROUP HLDG LTD87.2K shares0.00%2026-03-312026-04-14

SPXC SPX TECHNOLOGIES INC52.3K shares0.00%2026-03-312026-04-14

DAKT DAKTRONICS INC400.0K shares0.00%2026-03-312026-04-14

KRE SPDR SERIES TRUST100.0K shares-50.00%2026-03-312026-04-14

SSNC SS&C TECH HLDGS81.8K shares0.00%2026-03-312026-04-14

GWRE GUIDEWIRE SOFTWARE INC33.0K sharesnew addition2026-03-312026-04-14

DELL DELL TECHNOLOGIES INC30.0K shares0.00%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T4.0K shares0.00%2026-03-312026-04-14

Sponsored

DSGR DISTRIBUTION SOLUTIONS GRP I85.9K shares0.00%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.9K shares0.00%2026-03-312026-04-14

MDAI SPECTRAL AI INC900.0K shares0.00%2026-03-312026-04-14

SGI SOMNIGROUP INTERNATIONAL INC14.0K sharesnew addition2026-03-312026-04-14

DMLP DORCHESTER MINERALS L P33.1K shares0.00%2026-03-312026-04-14

MPLX MPLX LP14.3K shares0.00%2026-03-312026-04-14

ALPHABET INC ALPHABET INC2.2K shares0.00%2026-03-312026-04-14

EPD ENTERPRISE PRODS PARTNERS L14.0K shares0.00%2026-03-312026-04-14

Sponsored

GLD SPDR GOLD TR1.2K shares0.00%2026-03-312026-04-14

CWST CASELLA WASTE SYS INC6.0K shares0.00%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO1.5K shares0.00%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC2.5K shares0.00%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC3.3K shares0.00%2026-03-312026-04-14

MSFT MICROSOFT CORP1.1K shares0.00%2026-03-312026-04-14

PSX PHILLIPS 662.0K shares0.00%2026-03-312026-04-14

PAGP PLAINS GP HLDGS L P15.0K shares0.00%2026-03-312026-04-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL725 shares-52.46%2026-03-312026-04-14

XOM EXXON MOBIL CORP2.0K shares0.00%2026-03-312026-04-14

ET ENERGY TRANSFER L P17.1K shares0.00%2026-03-312026-04-14

ACWI ISHARES TR2.4K shares0.00%2026-03-312026-04-14

KRP KIMBELL RTY PARTNERS LP22.0K shares0.00%2026-03-312026-04-14

META META PLATFORMS INC550 shares0.00%2026-03-312026-04-14

SLB SLB LIMITED5.0K shares0.00%2026-03-312026-04-14

ARCC ARES CAPITAL CORP14.0K shares0.00%2026-03-312026-04-14

Sponsored

WES WESTERN MIDSTREAM PARTNERS L6.1K shares0.00%2026-03-312026-04-14

ADBE ADOBE INC1.0K shares0.00%2026-03-312026-04-14

FXI ISHARES TR6.0K shares0.00%2026-03-312026-04-14

V VISA INC700 shares0.00%2026-03-312026-04-14

HD HOME DEPOT INC625 shares0.00%2026-03-312026-04-14

VRT

VERTIV HOLDINGS CO

-10.22%

Shares263.6K

Event2026-03-31

Filed2026-04-14

BLACKSTONE INC

-2.21%

Shares238.6K

Event2026-03-31

Filed2026-04-14

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares79.2K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

0.97%

Shares104.0K

Event2026-03-31

Filed2026-04-14

PSN

PARSONS CORP DEL

-7.72%

Shares255.9K

Event2026-03-31

Filed2026-04-14

TCBI

TEXAS CAP BANCSHARES INC

-26.91%

Shares123.8K

Event2026-03-31

Filed2026-04-14

MIRM

MIRUM PHARMACEUTICALS INC

0.00%

Shares123.0K

Event2026-03-31

Filed2026-04-14

DHR

DANAHER CORP DEL

0.00%

Shares58.0K

Event2026-03-31

Filed2026-04-14

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares87.2K

Event2026-03-31

Filed2026-04-14

SPXC

SPX TECHNOLOGIES INC

0.00%

Shares52.3K

Event2026-03-31

Filed2026-04-14

DAKT

DAKTRONICS INC

0.00%

Shares400.0K

Event2026-03-31

Filed2026-04-14

KRE

SPDR SERIES TRUST

-50.00%

Shares100.0K

Event2026-03-31

Filed2026-04-14

SSNC

SS&C TECH HLDGS

0.00%

Shares81.8K

Event2026-03-31

Filed2026-04-14

GWRE

GUIDEWIRE SOFTWARE INC

New

Shares33.0K

Event2026-03-31

Filed2026-04-14

DELL

DELL TECHNOLOGIES INC

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-14

DSGR

DISTRIBUTION SOLUTIONS GRP I

0.00%

Shares85.9K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-14

MDAI

SPECTRAL AI INC

0.00%

Shares900.0K

Event2026-03-31

Filed2026-04-14

SGI

SOMNIGROUP INTERNATIONAL INC

New

Shares14.0K

Event2026-03-31

Filed2026-04-14

DMLP

DORCHESTER MINERALS L P

0.00%

Shares33.1K

Event2026-03-31

Filed2026-04-14

MPLX

MPLX LP

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-14

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

CWST

CASELLA WASTE SYS INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

PHILIP MORRIS INTL INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

PSX

PHILLIPS 66

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-14

PAGP

PLAINS GP HLDGS L P

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-52.46%

Shares725

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-14

ENERGY TRANSFER L P

0.00%

Shares17.1K

Event2026-03-31

Filed2026-04-14

ACWI

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-14

KRP

KIMBELL RTY PARTNERS LP

0.00%

Shares22.0K

Event2026-03-31

Filed2026-04-14