Arkolith/Funds/Buckland Partners Management Co LLC

Buckland Partners Management Co LLC

CIK 2074628
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Buckland Partners Management Co LLC holds a diversified book of 91 stocks worth $164.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Amcor PLC and trimmed Synopsys Inc. Their largest long position is Synopsys Inc at 8% of the equity book. Cloning the disclosed picks since 2026 would be +9% (+21.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Buckland Partners Management Co LLC's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
9
existing
Trimmed
6
reduced
Sold out
18
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+9.2%
+21.9%/yr · since Feb '26
Their reported book
+15.9%
held from quarter-end
S&P 500
+8.5%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Buckland Partners Management Co LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +15.9%, a 6.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Buckland Partners Management Co LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
41%
Top 20 holdings
58%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
38%
Financials
17%
Industrials
15%
Materials
11%
Consumer Discretionary
11%
Health Care
3%
Real Estate
2%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

91 positions
#SecurityValueShares% PortLast moveHistory
1Synopsys, Inc
COM
$13.1M33.0K
7.9%
−7.0%
Reduced · −3K sh
2Carpenter Technology Inc
COM
$11.0M28.0K
6.7%
−9.7%
Reduced · −3K sh
3W.R. Berkley Corporation
COM
$9.8M148.5K
6.0%
Held
4Apple Inc
COM
$7.7M30.4K
4.7%
Held
5Tractor Supply Company
COM
$5.7M125.0K
3.4%
Held
6Silgan Holdings Inc
COM
$5.4M138.8K
3.3%
Held
7Citizens Financial Group, Inc
COM
$4.3M72.0K
2.6%
Held
8Analog Devices, Inc
COM
$3.8M11.9K
2.3%
Held
9Marten Transport Ltd
COM
$3.5M267.6K
2.1%
Held
10Howmet Aerospace Inc
COM
$3.5M15.0K
2.1%
Held
11Goldman Sachs Group, Inc
COM
$3.4M4.0K
2.1%
Held
12Iron Mountain Incorporated
COM
$3.1M30.0K
1.9%
Held
13Meta Platforms Inc
CLASS A
$2.9M5.0K
1.7%
Held
14ASML Holding N.V.
N Y REGISTRY SHARES
$2.8M2.1K
1.7%
Held
15Topbuild Corp.
COM
$2.8M8.0K
1.7%
Held
16Masco Corporation
COM
$2.7M45.0K
1.6%
Held
17Carlyle Group Inc
COM
$2.6M54.4K
1.6%
Held
18Madison Square Garden Sports Corp
CLASS A
$2.6M8.0K
1.6%
Held
19Loews Corporation
COM
$2.6M24.0K
1.6%
Held
20Exxon Mobil Corporation
COM
$2.4M14.2K
1.5%
Held
21Structure Therapeutics Inc ADR
SPONSORED ADS
$2.4M50.0K
1.5%
Held
22Palo Alto Networks Inc
COM
$2.1M13.4K
1.3%
+3.1%
Added · +400 sh
23JPMorgan Chase & Co
COM
$2.1M7.0K
1.2%
Held
24Taiwan Semiconductor MFG
SPONSORED ADS
$2.0M6.0K
1.2%
Held
25Amcor PLC
ORD
$2.0M50.8K
1.2%
New
New position
26Alphabet Inc
CLASS A
$2.0M7.0K
1.2%
Held
27Star Bulk Carriers Corp.
SHS PAR
$1.9M84.6K
1.2%
Held
28Entegris, Inc
COM
$1.9M16.5K
1.2%
Held
29The Timken Company
COM
$1.9M19.0K
1.2%
Held
30Baker Hughes Co
COM
$1.8M30.0K
1.1%
Held
31L3harris Technologies Inc
COM
$1.8M5.2K
1.1%
Held
32Honeywell Intl Inc
COM
$1.7M7.5K
1.0%
Held
33Solstice Advanced Materials Inc
COM SHS
$1.7M21.9K
1.0%
Held
34Ford Motor Company
COM
$1.7M143.0K
1.0%
Held
35Ge Vernova LLC
COM
$1.6M1.8K
1.0%
Held
36General Electric Company
COM
$1.5M5.3K
0.9%
Held
37Salesforce Inc
COM
$1.5M7.9K
0.9%
+255%
Added · +6K sh
38Builders Firstsource, Inc
COM
$1.4M17.1K
0.9%
Held
39Intel Corporation
COM
$1.3M30.0K
0.8%
Held
40Draftkings Inc
COM
$1.3M60.0K
0.8%
Held
41Atlanta Braves Holdings Inc
COM SER C
$1.3M30.3K
0.8%
Held
42Microsoft Corporation
COM
$1.3M3.5K
0.8%
+1.5%
Added · +50 sh
43Astera Labs, Inc
COM
$1.2M11.0K
0.7%
Held
44Centessa Pharmaceuticals PLC
SPONSORED ADS
$1.2M30.0K
0.7%
New
New position
45Cisco Systems, Inc
COM
$1.2M15.0K
0.7%
Held
46Blackstone Group Inc
COM
$1.1M10.0K
0.7%
New
New position
47KKR & Co. Inc
COM
$1.1M12.0K
0.7%
Held
48Oracle Corporation
COM
$1.1M7.5K
0.7%
+36%
Added · +2K sh
49Toll Brothers, Inc
COM
$1.1M8.0K
0.7%
Held
50Walt Disney Company
COM
$1.1M11.2K
0.7%
Held
Showing 50 of 91 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202691$164.9M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026104$180.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.