Highlander Partners as of March 31, 2023
Portfolio Holdings for Highlander Partners
Highlander Partners holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Group Inc Com Cl A (BX) | 18.4 | $14M | 155k | 87.84 | |
| Full Truck Alliance Sponsored Ads (YMM) | 16.4 | $12M | 1.6M | 7.61 | |
| Amazon (AMZN) | 13.6 | $10M | 97k | 103.29 | |
| Vertiv Holdings Com Cl A (VRT) | 8.4 | $6.2M | 436k | 14.31 | |
| Texas Capital Bancshares (TCBI) | 6.7 | $4.9M | 101k | 48.96 | |
| Bristol Myers Squibb (BMY) | 5.6 | $4.2M | 60k | 69.31 | |
| Advanced Micro Devices (AMD) | 4.9 | $3.6M | 37k | 98.01 | |
| Ally Financial (ALLY) | 4.4 | $3.3M | 128k | 25.49 | |
| Mirum Pharmaceuticals (MIRM) | 4.0 | $3.0M | 123k | 24.02 | |
| Keysight Technologies (KEYS) | 4.0 | $2.9M | 18k | 161.48 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.4 | $2.5M | 6.1k | 409.39 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 2.7 | $2.0M | 65k | 31.19 | |
| Lowe's Companies (LOW) | 2.2 | $1.6M | 8.3k | 199.97 | |
| Avid Technology | 1.0 | $736k | 23k | 31.98 | |
| Casella Waste Sys Cl A (CWST) | 0.7 | $496k | 6.0k | 82.66 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.7 | $491k | 33k | 15.10 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $409k | 1.3k | 308.77 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $385k | 1.0k | 385.37 | |
| White Mountains Insurance Gp (WTM) | 0.5 | $372k | 270.00 | 1377.49 | |
| Flj Group Spon Ads | 0.5 | $336k | 460k | 0.73 | |
| Graham Hldgs Com Cl B (GHC) | 0.4 | $319k | 535.00 | 595.84 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $215k | 2.4k | 91.16 | |
| Yunji Ads Rp Cl A | 0.1 | $106k | 272k | 0.39 |
