Highlander Partners, L.P.

DALLAS, TX · CIK 1903866 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityHIGHLANDER PARTNERS, L.P. (US)

Others nearbyDallas, TX

$298.3m reported value +16.7% vs Q1 2026

44positions

79.4%in top 10

1 new 1 added 2 reduced 2 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

STIFEL FINANCIAL CORP – files its own report too; $9.9m of shares are in both

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VERTIV HOLDINGS CO COM CL A VRT	VRT	197,569	$66.2m22.17%	22.17%	Reduced -66.0k	-66,000 -25.0%
2	BLACKSTONE INC COM BX	BX	238,600	$28.1m9.41%	9.41%	Unchanged
3	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	79,200	$27.7m9.29%	9.29%	Unchanged
4	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	329,500	$25.8m8.66%	8.66%	Added +315.5k	+315,500 2253.6%
5	AMAZON COM INC COM AMZN	AMZN	104,000	$24.8m8.31%	8.31%	Unchanged
6	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	122,980	$14.4m4.83%	4.83%	Unchanged
7	DELL TECHNOLOGIES INC CL C DELL	DELL	30,000	$12.9m4.34%	4.34%	Unchanged
8	SPX TECHNOLOGIES INC COM SPXC	SPXC	52,250	$12.8m4.29%	4.29%	Unchanged
9	TEXAS CAP BANCSHARES INC COM TCBI	TCBI	123,842	$12.8m4.29%	4.29%	Unchanged
10	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	150,000	$11.2m3.76%	3.76%	New
11	DANAHER CORPORATION COM DHR	DHR	58,000	$11.0m3.70%	3.70%	Unchanged
12	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	87,200	$8.4m2.81%	2.81%	Unchanged
13	DAKTRONICS INC COM DAKT	DAKT	400,000	$7.8m2.62%	2.62%	Unchanged
14	PARSONS CORP DEL COM PSN	PSN	122,400	$6.4m2.15%	2.15%	Reduced -133.5k	-133,500 -52.2%
15	SS&C TECHNOLOGIES HLDGS INC COM SSNC	SSNC	81,800	$5.1m1.70%	1.70%	Unchanged
16	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	33,000	$4.1m1.36%	1.36%	Unchanged
17	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,000	$3.0m1.00%	1.00%	Unchanged
18	DISTRIBUTION SOLUTIONS GRP I COM DSGR	DSGR	85,899	$2.3m0.79%	0.79%	Unchanged
19	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	9,900	$2.1m0.71%	0.71%	Unchanged
20	SPECTRAL AI INC COM CL A MDAI	MDAI	900,000	$1.6m0.52%	0.52%	Unchanged
21	DORCHESTER MINERALS LP COM UNIT DMLP	DMLP	33,077	$835.2k0.28%	0.28%	Unchanged
22	MPLX LP COM UNIT REP LTD MPLX	MPLX	14,291	$805.0k0.27%	0.27%	Unchanged
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,200	$786.2k0.26%	0.26%	Unchanged
24	CASELLA WASTE SYS INC CL A CWST	CWST	6,000	$581.8k0.20%	0.20%	Unchanged
25	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	14,000	$514.6k0.17%	0.17%	Unchanged
26	JPMORGAN CHASE & CO COM JPM	JPM	1,500	$491.0k0.16%	0.16%	Unchanged
27	PHILIP MORRIS INTL INC COM PM	PM	2,500	$452.3k0.15%	0.15%	Unchanged
28	SPDR GOLD TR GOLD SHS GLD	GLD	1,160	$427.3k0.14%	0.14%	Unchanged
29	MERCK & CO INC COM MRK	MRK	3,300	$424.1k0.14%	0.14%	Unchanged
30	MICROSOFT CORP COM MSFT	MSFT	1,050	$391.7k0.13%	0.13%	Unchanged
31	ISHARES TR MSCI ACWI ETF ACWI	ACWI	2,360	$370.4k0.12%	0.12%	Unchanged
32	PLAINS GP HLDGS L P LTD PARTNR INT A PAGP	PAGP	15,000	$364.1k0.12%	0.12%	Unchanged
33	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	725	$362.8k0.12%	0.12%	Unchanged
34	PHILLIPS 66 COM PSX	PSX	2,000	$338.1k0.11%	0.11%	Unchanged
35	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	17,080	$326.6k0.11%	0.11%	Unchanged
36	KIMBELL RTY PARTNERS LP UNIT KRP	KRP	22,000	$319.7k0.11%	0.11%	Unchanged
37	META PLATFORMS INC CL A META	META	550	$309.8k0.10%	0.10%	Unchanged
38	EXXON MOBIL CORP COM XOM	XOM	2,000	$273.4k0.09%	0.09%	Unchanged
39	WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT WES	WES	6,100	$266.9k0.09%	0.09%	Unchanged
40	ARES CAPITAL CORP COM ARCC	ARCC	14,000	$259.4k0.09%	0.09%	Unchanged
41	VISA INC COM CL A V	V	700	$240.2k0.08%	0.08%	Unchanged
42	SCHLUMBERGER LTD COM STK SLB	SLB	5,040	$234.3k0.08%	0.08%	Unchanged
43	HOME DEPOT INC COM HD	HD	625	$220.4k0.07%	0.07%	Unchanged
44	ADOBE INC COM ADBE	ADBE	1,000	$205.0k0.07%	0.07%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR SER TR KRE	KRE	100,000	$6.5m100.0k shares
ISHARES TR FXI	FXI	6,000	$215.4k6.0k shares