13F Insight
DOSSIER · 13F-HR · Q2 2026

Highlander Partners, L.P.

$298M in tracked AUM across 46 positions as of Q2 2026.

HP
CIK 0001903866 · last filed Jun 30, 2026
Total AUM
$298M
as of Q2 2026
Holdings
46
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Highlander Partners, L.P. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VRT
VERTIV HOLDINGS CO
$66M198K22.2%02
BX
BLACKSTONE INC
$28M239K9.4%03
KEYS
KEYSIGHT TECHNOLOGIES INC
$28M79K9.3%04
SGI
SOMNIGROUP INTERNATIONAL INC
$26M330K8.7%05
AMZN
AMAZON COM INC
$25M104K8.3%06
MIRM
MIRUM PHARMACEUTICALS INC
$14M123K4.8%07
DELL
DELL TECHNOLOGIES INC
$13M30K4.3%08
SPXC
SPX TECHNOLOGIES INC
$13M52K4.3%09
TCBI
TEXAS CAP BANCSHARES INC
$13M124K4.3%10
SUNB
SUNBELT RENTALS HOLDINGS INC
$11M150K3.8%

Filing history

2026Q2Jun 30
$298M▲ 16.7%
46 positionsView →2026Q1Mar 31
$256M▼ 8.3%
47 positionsView →2025Q4Dec 31
$279M▼ 2.8%
68 positionsView →2025Q3Sep 30
$287M▲ 10.1%
52 positionsView →2025Q2Jun 30
$260M▲ 126.8%
53 positionsLocked2025Q1Mar 31
$115M▼ 34.8%
29 positionsLocked2024Q4Dec 31
$176M▲ 4.0%
41 positionsLocked2024Q3Sep 30
$169M▲ 12.6%
45 positionsLocked2024Q2Jun 30
$150M▲ 4.2%
40 positionsLocked2024Q1Mar 31
$144M▲ 15.3%
42 positionsLocked2023Q4Dec 31
$125M▲ 23.5%
25 positionsLocked2023Q3Sep 30
$101M▲ 13.9%
26 positionsLocked
Showing 12 of 18