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Portfolio (Quarterly) Guide ↗

Highlander Partners, L.P.

· CIK 0001903866
13F Portfolio $256M AUM 47 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 1 Added 6 Reduced 23 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 104,000.0 $21.7M 8.48% +1K +1.0% $208.27 +11.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 38.0%
Technology 18.8%
Financial Services 17.6%
Consumer Cyclical 13.4%
Healthcare 9.8%
Energy 1.8%
Communication Services 0.4%
Consumer Defensive 0.2%