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

Currently, Highlander Partners, L.P. holds 44 types of securities in its portfolio with a total value $298.3M. In the most recent quarter, they have increased their positions in SGI (+315.5K shares, valued at $24.7M), SUNB (+150.0K shares, valued at $11.2M); decreased their positions in VRT (-66.0K shares, valued at $22.1M), PSN (-133.5K shares, valued at $7.0M); initiated new positions in SUNB (+150.0K shares, valued at $11.2M).

1M P&L

+3.5M+1.38%

3M P&L

+7.8M+3.07%

HY P&L

+27.9M+11.98%

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 & Parts66.2M

23.6%

2Asset Management28.1M

10.0%

3Scientific & Technical Instruments27.7M

9.9%

Top Industries by Stock Count

1N/A4 stocks

11.8%

2Oil & Gas Midstream4 stocks

11.8%

3Oil & Gas E&P2 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VRT VERTIV HOLDINGS CO197.6K shares-25.04%2026-06-302026-07-29

BX BLACKSTONE INC238.6K shares0.00%2026-06-302026-07-29

KEYS KEYSIGHT TECHNOLOGIES INC79.2K shares0.00%2026-06-302026-07-29

SGI SOMNIGROUP INTERNATIONAL INC329.5K shares2253.57%2026-06-302026-07-29

AMZN AMAZON COM INC104.0K shares0.00%2026-06-302026-07-29

MIRM MIRUM PHARMACEUTICALS INC123.0K shares0.00%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC30.0K shares0.00%2026-06-302026-07-29

SPXC SPX TECHNOLOGIES INC52.3K shares0.00%2026-06-302026-07-29

Sponsored

TCBI TEXAS CAP BANCSHARES INC123.8K shares0.00%2026-06-302026-07-29

SUNB SUNBELT RENTALS HOLDINGS INC150.0K sharesnew addition2026-06-302026-07-29

DHR DANAHER CORP DEL58.0K shares0.00%2026-06-302026-07-29

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD87.2K shares0.00%2026-06-302026-07-29

DAKT DAKTRONICS INC400.0K shares0.00%2026-06-302026-07-29

PSN PARSONS CORP DEL122.4K shares-52.17%2026-06-302026-07-29

SSNC SS&C TECH HLDGS81.8K shares0.00%2026-06-302026-07-29

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC33.0K shares0.00%2026-06-302026-07-29

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.0K shares0.00%2026-06-302026-07-29

DSGR DISTRIBUTION SOLUTIONS GRP I85.9K shares0.00%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T9.9K shares0.00%2026-06-302026-07-29

MDAI SPECTRAL AI INC900.0K shares0.00%2026-06-302026-07-29

DMLP DORCHESTER MINERALS L P33.1K shares0.00%2026-06-302026-07-29

MPLX MPLX LP14.3K shares0.00%2026-06-302026-07-29

GOOGL ALPHABET INC2.2K shares0.00%2026-06-302026-07-29

CWST CASELLA WASTE SYS INC6.0K shares0.00%2026-06-302026-07-29

Sponsored

EPD ENTERPRISE PRODS PARTNERS L14.0K shares0.00%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.5K shares0.00%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC2.5K shares0.00%2026-06-302026-07-29

GLD SPDR GOLD TR1.2K shares0.00%2026-06-302026-07-29

MRK MERCK & CO INC3.3K shares0.00%2026-06-302026-07-29

MSFT MICROSOFT CORP1.1K shares0.00%2026-06-302026-07-29

ACWI ISHARES TR2.4K shares0.00%2026-06-302026-07-29

PLAINS GP HLDGS L P PLAINS GP HLDGS L P15.0K shares0.00%2026-06-302026-07-29

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL725 shares0.00%2026-06-302026-07-29

PSX PHILLIPS 662.0K shares0.00%2026-06-302026-07-29

ET ENERGY TRANSFER L P17.1K shares0.00%2026-06-302026-07-29

KRP KIMBELL RTY PARTNERS LP22.0K shares0.00%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC550 shares0.00%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP2.0K shares0.00%2026-06-302026-07-29

WES WESTERN MIDSTREAM PARTNERS L6.1K shares0.00%2026-06-302026-07-29

ARES CAPITAL CORP ARES CAPITAL CORP14.0K shares0.00%2026-06-302026-07-29

Sponsored

VISA INC VISA INC700 shares0.00%2026-06-302026-07-29

SLB SLB LIMITED5.0K shares0.00%2026-06-302026-07-29

HD HOME DEPOT INC625 shares0.00%2026-06-302026-07-29

ADOBE INC ADOBE INC1.0K shares0.00%2026-06-302026-07-29

VRT

VERTIV HOLDINGS CO

-25.04%

Shares197.6K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

0.00%

Shares238.6K

Event2026-06-30

Filed2026-07-29

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares79.2K

Event2026-06-30

Filed2026-07-29

SGI

SOMNIGROUP INTERNATIONAL INC

2253.57%

Shares329.5K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

0.00%

Shares104.0K

Event2026-06-30

Filed2026-07-29

MIRM

MIRUM PHARMACEUTICALS INC

0.00%

Shares123.0K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-29

SPXC

SPX TECHNOLOGIES INC

0.00%

Shares52.3K

Event2026-06-30

Filed2026-07-29

TCBI

TEXAS CAP BANCSHARES INC

0.00%

Shares123.8K

Event2026-06-30

Filed2026-07-29

SUNB

SUNBELT RENTALS HOLDINGS INC

New

Shares150.0K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

0.00%

Shares58.0K

Event2026-06-30

Filed2026-07-29

ALIBABA GROUP HLDG LTD

0.00%

Shares87.2K

Event2026-06-30

Filed2026-07-29

DAKT

DAKTRONICS INC

0.00%

Shares400.0K

Event2026-06-30

Filed2026-07-29

PSN

PARSONS CORP DEL

-52.17%

Shares122.4K

Event2026-06-30

Filed2026-07-29

SSNC

SS&C TECH HLDGS

0.00%

Shares81.8K

Event2026-06-30

Filed2026-07-29

GUIDEWIRE SOFTWARE INC

0.00%

Shares33.0K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

DSGR

DISTRIBUTION SOLUTIONS GRP I

0.00%

Shares85.9K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-29

MDAI

SPECTRAL AI INC

0.00%

Shares900.0K

Event2026-06-30

Filed2026-07-29

DMLP

DORCHESTER MINERALS L P

0.00%

Shares33.1K

Event2026-06-30

Filed2026-07-29

MPLX

MPLX LP

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

CWST

CASELLA WASTE SYS INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ACWI

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

PLAINS GP HLDGS L P

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares725

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

ENERGY TRANSFER L P

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-29

KRP

KIMBELL RTY PARTNERS LP

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

0.00%

Shares550

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-29

ARES CAPITAL CORP

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-29

VISA INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-29

SLB

SLB LIMITED

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

0.00%

Shares625

Event2026-06-30

Filed2026-07-29

ADOBE INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available