Highlander Partners, L.P. Top Holdings and 13F Report (2024) About Highlander Partners, L.P.Investment ActivityHighlander Partners, L.P. has $169.24 million in total holdings as of September 30, 2024.Highlander Partners, L.P. owns shares of 42 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 7.13% of the portfolio was purchased this quarter.About 2.47% of the portfolio was sold this quarter.This quarter, Highlander Partners, L.P. has purchased 41 new stocks and bought additional shares in 8 stocks.Highlander Partners, L.P. sold shares of 1 stock and completely divested from 4 stocks this quarter.Largest Holdings Vertiv $41,182,990Blackstone $25,253,270Amazon.com $19,191,990Full Truck Alliance $13,409,015WillScot Mobile Mini $9,392,480 Largest New Holdings this Quarter Dell Technologies $3,556,200 HoldingGXO Logistics $234,120 HoldingAlibaba Group $219,494 HoldingVisa $205,723 HoldingRepublic Services $200,840 Holding Largest Purchases this Quarter Dell Technologies 30,000 shares (about $3.56M)WillScot Mobile Mini 89,300 shares (about $3.36M)Advanced Micro Devices 7,500 shares (about $1.23M)Texas Capital Bancshares 15,000 shares (about $1.07M)Berkshire Hathaway 2,050 shares (about $930.34K) Largest Sales this Quarter Ares Capital 4,264 shares (about $89.57K) 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$41,182,990$268,623 ▲0.7%413,94124.3%Computer and TechnologyBXBlackstone$25,253,2700.0%164,00014.9%FinanceAMZNAmazon.com$19,191,990$204,963 ▲1.1%103,00011.3%Retail/WholesaleYMMFull Truck Alliance$13,409,0150.0%1,488,2377.9%Business ServicesWSCWillScot Mobile Mini$9,392,480$3,357,680 ▲55.6%249,8005.5%FinanceTCBITexas Capital Bancshares$8,606,357$1,071,900 ▲14.2%120,4365.1%FinanceKEYSKeysight Technologies$6,547,9160.0%41,2003.9%Computer and TechnologySSNCSS&C Technologies$6,070,3780.0%81,8003.6%Computer and TechnologyAMDAdvanced Micro Devices$5,906,880$1,230,600 ▲26.3%36,0003.5%Computer and TechnologyDAKTDaktronics$5,164,000$387,300 ▲8.1%400,0003.1%Computer and TechnologyMIRMMirum Pharmaceuticals$4,796,2200.0%122,9802.8%MedicalALLYAlly Financial$4,541,2840.0%127,6002.7%FinanceSPYSPDR S&P 500 ETF Trust$3,729,440$204,259 ▲5.8%6,5002.2%FinanceDELLDell Technologies$3,556,200$3,556,200 ▲New Holding30,0002.1%Computer and TechnologyBRK.BBerkshire Hathaway$1,860,682$930,341 ▲100.0%4,1001.1%FinanceSPECTRAL AI INC$1,276,3980.0%900,0000.8%COM CL AMPLXMplx$651,6700.0%14,2910.4%Oils/EnergyCWSTCasella Waste Systems$596,9400.0%6,0000.4%Industrial ProductsADBEAdobe$517,7800.0%1,0000.3%Computer and TechnologyWTMWhite Mountains Insurance Group$474,9360.0%2800.3%FinanceGHCGraham$439,6200.0%5350.3%Consumer DiscretionaryMSFTMicrosoft$433,3040.0%1,0500.3%Computer and TechnologyEPDEnterprise Products Partners$410,5500.0%14,0000.2%Oils/EnergyFIFiserv$381,9760.0%1,9000.2%Business ServicesGOOGLAlphabet$373,6040.0%2,2000.2%Computer and TechnologyMRKMerck & Co., Inc.$332,6400.0%3,3000.2%MedicalJPMJPMorgan Chase & Co.$331,6350.0%1,5000.2%FinancePMPhilip Morris International$329,1750.0%2,5000.2%Consumer StaplesMETAMeta Platforms$313,5000.0%5500.2%Computer and TechnologyARCCAres Capital$294,070$89,565 ▼-23.3%14,0000.2%FinanceGLDSPDR Gold Shares$293,4220.0%1,1600.2%FinanceETEnergy Transfer$286,4300.0%17,0800.2%Oils/EnergyACWIiShares MSCI ACWI ETF$282,1380.0%2,3600.2%ManufacturingPAGPPlains GP$267,7500.0%15,0000.2%Oils/EnergyHDHome Depot$248,4690.0%6250.1%Retail/WholesaleXOMExxon Mobil$237,4000.0%2,0000.1%Oils/EnergyGXOGXO Logistics$234,120$234,120 ▲New Holding4,0000.1%TransportationWESWestern Midstream Partners$228,5060.0%6,1000.1%Oils/EnergyBABAAlibaba Group$219,494$219,494 ▲New Holding2,2000.1%Retail/WholesaleVVisa$205,723$205,723 ▲New Holding7000.1%Business ServicesRSGRepublic Services$200,840$200,840 ▲New Holding1,0000.1%Business ServicesKRPKimbell Royalty Partners$164,9030.0%10,3000.1%Oils/EnergyCSCOCisco Systems$0$3,244,150 ▼-100.0%00.0%Computer and TechnologyWIREEncore Wire$0$394,170 ▼-100.0%00.0%Industrial ProductsWBDWarner Bros. Discovery$0$240,075 ▼-100.0%00.0%Consumer DiscretionaryNOANorth American Construction Group$0$204,664 ▼-100.0%00.0%ConstructionShowing 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. 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