Buckland Partners Management Co LLC holds a diversified book of 97 reported positions worth $204.2M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Advanced Micro Devices. Their largest long position is Carpenter Technology at 8% of the reported non-option book. Cloning the disclosed picks since 2026 would be +8% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Buckland Partners Management Co LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, 1% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Buckland Partners Management Co LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Optimus Prime Fund Management Co., Ltd. | 8 / 80 | $928.0M |
| Independent Investors Inc | 12 / 80 | $355.1M |
| Legend Capital Advisors LLC | 13 / 80 | $110.9M |
| Grace & Mercy Foundation, Inc. | 10 / 80 | $241.5M |
| Wedbush Fund Advisers, LLC | 18 / 80 | $649.1M |
| Carroll Investors, Inc | 12 / 80 | $134.1M |
| Himension Capital (Singapore) Pte. LTD. | 13 / 80 | $917.6M |
| Harold Davidson & Associates Inc. | 10 / 80 | $129.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Buckland Partners Management Co LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Carpenter Technology Inc COM | $17.3M | 28.0K | 8.5% | —Held | |
| 2 | Synopsys, Inc COM | $14.7M | 33.0K | 7.2% | —Held | |
| 3 | W.R. Berkley Corporation COM | $10.6M | 148.5K | 5.2% | —Held | |
| 4 | Apple Inc COM | $8.8M | 30.4K | 4.3% | —Held | |
| 5 | Silgan Holdings Inc COM | $6.4M | 138.8K | 3.2% | —Held | |
| 6 | Astera Labs, Inc COM | $5.3M | 11.0K | 2.6% | —Held | |
| 7 | Citizens Financial Group, Inc COM | $5.0M | 72.0K | 2.5% | —Held | |
| 8 | Analog Devices, Inc COM | $4.7M | 11.9K | 2.3% | —Held | |
| 9 | Marten Transport Ltd COM | $4.6M | 267.6K | 2.3% | —Held | |
| 10 | Palo Alto Networks Inc COM | $4.6M | 13.6K | 2.3% | ▲+1.5% Added · +200 sh | |
| 11 | ASML Holding N.V. N Y REGISTRY SHARES | $4.3M | 2.1K | 2.1% | —Held | |
| 12 | Intel Corporation COM | $4.2M | 30.0K | 2.1% | —Held | |
| 13 | Goldman Sachs Group, Inc COM | $4.0M | 4.0K | 2.0% | —Held | |
| 14 | Howmet Aerospace Inc COM | $4.0M | 15.0K | 2.0% | —Held | |
| 15 | Tractor Supply Company COM | $4.0M | 125.0K | 1.9% | —Held | |
| 16 | Iron Mountain Incorporated COM | $3.8M | 30.0K | 1.9% | —Held | |
| 17 | Masco Corporation COM | $3.7M | 45.0K | 1.8% | —Held | |
| 18 | Madison Square Garden Sports Corp CLASS A | $3.2M | 8.0K | 1.6% | —Held | |
| 19 | Entegris, Inc COM | $3.0M | 16.5K | 1.5% | —Held | |
| 20 | Taiwan Semiconductor MFG SPONSORED ADS | $2.9M | 6.0K | 1.4% | —Held | |
| 21 | Topbuild Corp. COM | $2.8M | 8.0K | 1.4% | —Held | |
| 22 | Meta Platforms Inc CLASS A | $2.8M | 5.0K | 1.4% | —Held | |
| 23 | The Timken Company COM | $2.8M | 19.0K | 1.4% | —Held | |
| 24 | Loews Corporation COM | $2.7M | 24.0K | 1.3% | —Held | |
| 25 | Structure Therapeutics Inc SPONSORED ADS | $2.7M | 50.0K | 1.3% | —Held | |
| 26 | Alphabet Inc CLASS A | $2.5M | 7.0K | 1.2% | —Held | |
| 27 | JPMorgan Chase & Co COM | $2.3M | 7.0K | 1.1% | —Held | |
| 28 | Carlyle Group Inc COM | $2.3M | 54.4K | 1.1% | —Held | |
| 29 | Amcor PLC ORD | $2.2M | 50.8K | 1.1% | —Held | |
| 30 | Ge Vernova LLC COM | $2.1M | 1.8K | 1.0% | —Held | |
| 31 | Star Bulk Carriers Corp. SHS PAR | $2.1M | 84.6K | 1.0% | —Held | |
| 32 | Ford Motor Company COM | $2.0M | 143.0K | 1.0% | —Held | |
| 33 | General Electric Company COM | $2.0M | 5.3K | 1.0% | —Held | |
| 34 | Exxon Mobil Corporation COM | $1.9M | 14.2K | 1.0% | ▲New New position | |
| 35 | Solstice Advanced Materials Inc COM SHS | $1.9M | 21.9K | 0.9% | —Held | |
| 36 | Cisco Systems, Inc COM | $1.8M | 15.0K | 0.9% | —Held | |
| 37 | Baker Hughes Co COM | $1.7M | 30.0K | 0.8% | —Held | |
| 38 | Atlanta Braves Holdings Inc COM SER C | $1.6M | 30.3K | 0.8% | —Held | |
| 39 | Salesforce Inc COM | $1.6M | 9.9K | 0.8% | ▲+25% Added · +2K sh | |
| 40 | Builders Firstsource, Inc COM | $1.5M | 17.1K | 0.7% | —Held | |
| 41 | Draftkings Inc COM | $1.5M | 60.0K | 0.7% | —Held | |
| 42 | L3harris Technologies Inc COM | $1.5M | 5.2K | 0.7% | —Held | |
| 43 | Jfrog Ltd ORD SHS | $1.5M | 16.0K | 0.7% | —Held | |
| 44 | Rubrik, Inc COM | $1.4M | 17.0K | 0.7% | —Held | |
| 45 | Toll Brothers, Inc COM | $1.3M | 8.0K | 0.6% | —Held | |
| 46 | Snowflake Inc CLASS A | $1.3M | 5.1K | 0.6% | ▲+4.1% Added · +200 sh | |
| 47 | Okta, Inc CLASS A | $1.3M | 9.5K | 0.6% | —Held | |
| 48 | Microsoft Corporation COM | $1.3M | 3.5K | 0.6% | —Held | |
| 49 | Palantir Technologies Inc CL A | $1.2M | 10.7K | 0.6% | ▲New New position | |
| 50 | Ametek Inc (New) COM | $1.2M | 5.0K | 0.6% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.