Highlander Partners, L.P. holds a focused book of 44 stocks worth $298.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed Vertiv Holdings Co-A. Their largest long position is Vertiv Holdings Co-A at 22% of the equity book. Cloning the disclosed picks since 2024 would be +37% (+20.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1903866/holdings"
Use Arkolith to show Highlander Partners, L.P.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +39.5%, a 2.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Highlander Partners, L.P.'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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vertiv Holdings Co COM CL A | $66.2M | 197.6K | 22.2% | ▼−25% Reduced · −66K sh | |
| 2 | Blackstone Inc COM | $28.1M | 238.6K | 9.4% | —Held | |
| 3 | Keysight Technologies Inc COM | $27.7M | 79.2K | 9.3% | —Held | |
| 4 | Somnigroup International Inc COM | $25.8M | 329.5K | 8.7% | ▲24× Added · +316K sh | |
| 5 | Amazon Com Inc COM | $24.8M | 104.0K | 8.3% | —Held | |
| 6 | Mirum Pharmaceuticals Inc COM | $14.4M | 123.0K | 4.8% | —Held | |
| 7 | Dell Technologies Inc CL C | $12.9M | 30.0K | 4.3% | —Held | |
| 8 | SPX Technologies Inc COM | $12.8M | 52.3K | 4.3% | —Held | |
| 9 | Texas Cap Bancshares Inc COM | $12.8M | 123.8K | 4.3% | —Held | |
| 10 | Sunbelt Rentals Holdings Inc SHS | $11.2M | 150.0K | 3.8% | ▲New New position | |
| 11 | Danaher Corp Del COM | $11.0M | 58.0K | 3.7% | —Held | |
| 12 | Alibaba Group Hldg Ltd SPONSORED ADS | $8.4M | 87.2K | 2.8% | —Held | |
| 13 | Daktronics Inc COM | $7.8M | 400.0K | 2.6% | —Held | |
| 14 | Parsons Corp Del COM | $6.4M | 122.4K | 2.1% | ▼−52% Reduced · −134K sh | |
| 15 | SS&C Tech Hldgs COM | $5.1M | 81.8K | 1.7% | —Held | |
| 16 | Guidewire Software Inc COM | $4.1M | 33.0K | 1.4% | —Held | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $3.0M | 4.0K | 1.0% | —Held | |
| 18 | Distribution Solutions Grp I COM | $2.3M | 85.9K | 0.8% | —Held | |
| 19 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.1M | 9.9K | 0.7% | —Held | |
| 20 | Spectral AI Inc COM CL A | $1.6M | 900.0K | 0.5% | —Held | |
| 21 | Dorchester Minerals L P COM UNIT | $835K | 33.1K | 0.3% | —Held | |
| 22 | MPLX LP COM UNIT REP LTD | $805K | 14.3K | 0.3% | —Held | |
| 23 | Alphabet Inc CAP STK CL A | $786K | 2.2K | 0.3% | —Held | |
| 24 | Casella Waste Sys Inc CL A | $582K | 6.0K | 0.2% | —Held | |
| 25 | Enterprise Prods Partners L COM | $515K | 14.0K | 0.2% | —Held | |
| 26 | JPMorgan Chase & Co COM | $491K | 1.5K | 0.2% | —Held | |
| 27 | Philip Morris Intl Inc COM | $452K | 2.5K | 0.2% | —Held | |
| 28 | SPDR Gold TR GOLD SHS | $427K | 1.2K | 0.1% | —Held | |
| 29 | Merck & Co Inc COM | $424K | 3.3K | 0.1% | —Held | |
| 30 | Microsoft Corp COM | $392K | 1.1K | 0.1% | —Held | |
| 31 | Ishares TR MSCI ACWI ETF | $370K | 2.4K | 0.1% | —Held | |
| 32 | Plains GP Hldgs L P LTD PARTNR INT A | $364K | 15.0K | 0.1% | —Held | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $363K | 725 | 0.1% | —Held | |
| 34 | Phillips 66 COM | $338K | 2.0K | 0.1% | —Held | |
| 35 | Energy Transfer L P COM UT LTD PTN | $327K | 17.1K | 0.1% | —Held | |
| 36 | Kimbell Rty Partners LP UNIT | $320K | 22.0K | 0.1% | —Held | |
| 37 | Meta Platforms Inc CL A | $310K | 550 | 0.1% | —Held | |
| 38 | Exxon Mobil Corp COM | $273K | 2.0K | 0.1% | —Held | |
| 39 | Western Midstream Partners L COM UNIT LP INT | $267K | 6.1K | 0.1% | —Held | |
| 40 | Ares Capital Corp COM | $259K | 14.0K | 0.1% | —Held | |
| 41 | Visa Inc COM CL A | $240K | 700 | 0.1% | —Held | |
| 42 | SLB Limited COM STK | $234K | 5.0K | 0.1% | —Held | |
| 43 | Home Depot Inc COM | $220K | 625 | 0.1% | —Held | |
| 44 | Adobe Inc COM | $205K | 1.0K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 46 | $298.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 47 | $255.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 68 | $278.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 52 | $286.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 53 | $260.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 48 | $161.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 41 | $176.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 45 | $169.2M | 13F-HR |
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.