Highlander Partners, L.P.
DALLAS TX · SEC CIK 0001903866
$2.56亿2026Q1 申报市值
45持仓数
81.0%前十大占比 · 第一大 25.8%
2 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GWRE 新建仓+$493.55万
SGI 新建仓+$103.49万
AMZN 加仓+$20.83万
2026Q1 卖出最多 按季末市值估算
YMM 清仓-$1,317.90万
HONEYWELL INTL I 清仓-$887.66万
VRT 减仓-$751.74万
KRE 减仓-$651.50万
TCBI 减仓-$432.60万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -1,228,237 | -100.0% | -$1,317.90万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -45,500 | -100.0% | -$887.66万 | 清仓 |
| GHC | GRAHAM HLDGS CO | $0 | 0.00% | 0 | -535 | -100.0% | -$58.78万 | 清仓 |
| WTM | WHITE MTNS INS GROUP LTD | $0 | 0.00% | 0 | -280 | -100.0% | -$58.18万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,170 | -100.0% | -$22.80万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$21.19万 | 清仓 |
| NOA | NORTH AMERN CONSTR GROUP LTD | $0 | 0.00% | 0 | -9,186 | -100.0% | -$13.20万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -1,225 | -100.0% | -$12.90万 | 清仓 |
| PPLI | IAC INC | $0 | 0.00% | 0 | -3,230 | -100.0% | -$12.63万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -800 | -100.0% | -$11.46万 | 清仓 |
| SEB | SEABOARD CORP DEL | $0 | 0.00% | 0 | -24 | -100.0% | -$10.67万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -900 | -100.0% | -$9.84万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -1,755 | -100.0% | -$8.19万 | 清仓 |
| LBTYA | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -6,700 | -100.0% | -$7.46万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP IN | $0 | 0.00% | 0 | -235 | -100.0% | -$6.77万 | 清仓 |
| GLIBK | GCI LIBERTY INC | $0 | 0.00% | 0 | -1,703 | -100.0% | -$6.34万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -1,525 | -100.0% | -$5.61万 | 清仓 |
| JOUT | JOHNSON OUTDOORS INC | $0 | 0.00% | 0 | -1,175 | -100.0% | -$4.99万 | 清仓 |
| IMKTA | INGLES MKTS INC | $0 | 0.00% | 0 | -660 | -100.0% | -$4.52万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -335 | -100.0% | -$3.32万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -534 | -100.0% | -$2.60万 | 清仓 |
| HTLD | HEARTLAND EXPRESS INC | $0 | 0.00% | 0 | -2,620 | -100.0% | -$2.37万 | 清仓 |
| CABO | CABLE ONE INC | $0 | 0.00% | 0 | -199 | -100.0% | -$2.25万 | 清仓 |
| HD | HOME DEPOT INC | $20.56万 | 0.08% | 625 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $21.16万 | 0.08% | 700 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $21.54万 | 0.08% | 6,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $24.31万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $25.11万 | 0.10% | 6,100 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $25.23万 | 0.10% | 14,000 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $25.90万 | 0.10% | 5,040 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $31.47万 | 0.12% | 550 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $31.83万 | 0.12% | 22,000 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $32.66万 | 0.13% | 2,360 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $32.96万 | 0.13% | 17,080 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $33.93万 | 0.13% | 2,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.74万 | 0.14% | 725 | -800 | -52.5% | -$38.34万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $36.42万 | 0.14% | 15,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $36.44万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $38.87万 | 0.15% | 1,050 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $39.70万 | 0.16% | 3,300 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $41.34万 | 0.16% | 2,500 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $44.12万 | 0.17% | 1,500 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $47.60万 | 0.19% | 6,000 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $49.91万 | 0.20% | 1,160 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $52.98万 | 0.21% | 14,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $63.26万 | 0.25% | 2,200 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $81.56万 | 0.32% | 14,291 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $89.64万 | 0.35% | 33,077 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $103.49万 | 0.40% | 14,000 | 14,000 | — | $103.49万 | 新建仓 |
| — | SPECTRAL AI INC | $132.30万 | 0.52% | 900,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $190.00万 | 0.74% | 9,900 | 0 | 0.0% | — | 不变 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $225.40万 | 0.88% | 85,899 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $260.14万 | 1.02% | 4,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $492.39万 | 1.93% | 30,000 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $493.55万 | 1.93% | 33,000 | 33,000 | — | $493.55万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $552.72万 | 2.16% | 81,800 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $651.50万 | 2.55% | 100,000 | -100,000 | -50.0% | -$651.50万 | 减仓 |
| DAKT | DAKTRONICS INC | $782.00万 | 3.06% | 400,000 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $1,044.69万 | 4.09% | 52,250 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1,094.01万 | 4.28% | 87,200 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $1,099.68万 | 4.30% | 58,000 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,136.09万 | 4.45% | 122,980 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $1,175.01万 | 4.60% | 123,842 | -45,594 | -26.9% | -$432.60万 | 减仓 |
| PSN | PARSONS CORP DEL | $1,386.21万 | 5.42% | 255,900 | -21,400 | -7.7% | -$115.92万 | 减仓 |
| AMZN | AMAZON COM INC | $2,166.01万 | 8.48% | 104,000 | 1,000 | 1.0% | $20.83万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,236.37万 | 8.75% | 79,200 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2,743.66万 | 10.74% | 238,600 | -5,400 | -2.2% | -$62.09万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $6,604.51万 | 25.85% | 263,569 | -30,000 | -10.2% | -$751.74万 | 减仓 |