Highlander Partners as of Dec. 31, 2022
Portfolio Holdings for Highlander Partners
Highlander Partners holds 22 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Full Truck Alliance Sponsored Ads (YMM) | 17.3 | $13M | 1.6M | 8.00 | |
| Blackstone Group Inc Com Cl A (BX) | 15.6 | $12M | 155k | 74.19 | |
| Texas Capital Bancshares (TCBI) | 12.4 | $9.1M | 152k | 60.31 | |
| Amazon (AMZN) | 11.1 | $8.2M | 97k | 84.00 | |
| JPMorgan Chase & Co. (JPM) | 8.3 | $6.1M | 45k | 134.10 | |
| Vertiv Holdings Com Cl A (VRT) | 8.1 | $6.0M | 436k | 13.66 | |
| Bristol Myers Squibb (BMY) | 5.9 | $4.3M | 60k | 71.95 | |
| Keysight Technologies (KEYS) | 3.5 | $2.6M | 15k | 171.07 | |
| Mirum Pharmaceuticals (MIRM) | 3.3 | $2.4M | 123k | 19.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $2.3M | 6.1k | 382.43 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 2.7 | $2.0M | 65k | 30.20 | |
| Lowe's Companies (LOW) | 2.2 | $1.6M | 8.3k | 199.24 | |
| Flj Group Spon Ads | 1.5 | $1.1M | 460k | 2.46 | |
| Yunji Ads Rp Cl A | 1.0 | $766k | 937k | 0.82 | |
| Avid Technology | 0.8 | $612k | 23k | 26.59 | |
| Casella Waste Sys Cl A (CWST) | 0.6 | $476k | 6.0k | 79.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $409k | 1.3k | 308.90 | |
| White Mountains Insurance Gp (WTM) | 0.5 | $382k | 270.00 | 1414.33 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $337k | 1.0k | 336.53 | |
| Graham Hldgs Com Cl B (GHC) | 0.4 | $323k | 535.00 | 604.21 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.4 | $308k | 33k | 9.48 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $200k | 2.4k | 84.88 |
