Highlander Partners, L.P. Top Holdings and 13F Report (2025) About Highlander Partners, L.P.Investment ActivityHighlander Partners, L.P. has $176.08 million in total holdings as of December 31, 2024.Highlander Partners, L.P. owns shares of 39 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.09% of the portfolio was purchased this quarter.About 5.58% of the portfolio was sold this quarter.This quarter, Highlander Partners, L.P. has purchased 42 new stocks and bought additional shares in 1 stock.Highlander Partners, L.P. sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vertiv $43,009,224Blackstone $28,276,880Amazon.com $22,597,170Full Truck Alliance $16,102,724Texas Capital Bancshares $9,418,095 Largest Purchases this Quarter Kimbell Royalty Partners 10,000 shares (about $162.30K) Largest Sales this Quarter Vertiv 35,372 shares (about $4.02M)Berkshire Hathaway 2,050 shares (about $814.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHighlander Partners, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVRTVertiv$43,009,224$4,018,613 ▼-8.5%378,56924.4%Computer and TechnologyBXBlackstone$28,276,8800.0%164,00016.1%FinanceAMZNAmazon.com$22,597,1700.0%103,00012.8%Retail/WholesaleYMMFull Truck Alliance$16,102,7240.0%1,488,2379.1%Business ServicesTCBITexas Capital Bancshares$9,418,0950.0%120,4365.3%FinanceWSCWillScot Mobile Mini$8,355,8100.0%249,8004.7%FinanceDAKTDaktronics$6,744,0000.0%400,0003.8%Computer and TechnologyKEYSKeysight Technologies$6,617,9560.0%41,2003.8%Computer and TechnologySSNCSS&C Technologies$6,198,8040.0%81,8003.5%Computer and TechnologyMIRMMirum Pharmaceuticals$5,085,2230.0%122,9802.9%MedicalAMDAdvanced Micro Devices$4,348,4400.0%36,0002.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,809,5200.0%6,5002.2%FinanceDELLDell Technologies$3,457,2000.0%30,0002.0%Computer and TechnologySPECTRAL AI INC$2,547,0000.0%900,0001.4%COM CL ABRK.BBerkshire Hathaway$814,565$814,565 ▼-50.0%2,0500.5%FinanceMPLXMplx$683,9670.0%14,2910.4%Oils/EnergyCWSTCasella Waste Systems$634,8600.0%6,0000.4%Business ServicesWTMWhite Mountains Insurance Group$544,6170.0%2800.3%FinanceGHCGraham$466,4770.0%5350.3%Consumer DiscretionaryADBEAdobe$444,6800.0%1,0000.3%Computer and TechnologyMSFTMicrosoft$442,5750.0%1,0500.3%Computer and TechnologyEPDEnterprise Products Partners$439,0400.0%14,0000.2%Oils/EnergyGOOGLAlphabet$416,4600.0%2,2000.2%Computer and TechnologyFIFiserv$390,2980.0%1,9000.2%Business ServicesJPMJPMorgan Chase & Co.$359,5650.0%1,5000.2%FinanceETEnergy Transfer$334,5970.0%17,0800.2%Oils/EnergyKRPKimbell Royalty Partners$329,469$162,300 ▲97.1%20,3000.2%Oils/EnergyMRKMerck & Co., Inc.$328,2840.0%3,3000.2%MedicalMETAMeta Platforms$322,0310.0%5500.2%Computer and TechnologyARCCAres Capital$306,4600.0%14,0000.2%FinancePMPhilip Morris International$300,8750.0%2,5000.2%Consumer StaplesGLDSPDR Gold Shares$280,8710.0%1,1600.2%FinanceACWIiShares MSCI ACWI ETF$277,3000.0%2,3600.2%ManufacturingPAGPPlains GP$275,7000.0%15,0000.2%Oils/EnergyHDHome Depot$243,1190.0%6250.1%Retail/WholesaleWESWestern Midstream Partners$234,4230.0%6,1000.1%Oils/EnergyVVisa$221,2280.0%7000.1%Business ServicesXOMExxon Mobil$215,1400.0%2,0000.1%Oils/EnergyRSGRepublic Services$201,1800.0%1,0000.1%Business ServicesALLYAlly Financial$0$4,541,284 ▼-100.0%00.0%FinanceGXOGXO Logistics$0$234,120 ▼-100.0%00.0%TransportationBABAAlibaba Group$0$219,494 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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