HPL
Highlander Partners LP Portfolio
Invests via Highlander Partners LP | Managed by Aryn Sands
Invests via Highlander Partners LP
Managed by Aryn Sands
Automatically Tracked
Company Profile
Highlander Partners LP operates as a dynamic private equity firm, primarily focusing on middle-market investments across various sectors. The firm's unique approach combines operational expertise with capital investment to drive growth and value creation in its portfolio companies. Highlander is known for actively engaging in the strategic management of its investments, leveraging a broad network of industry relationships to support business development initiatives. With a solid foundation built on years of experience, it seeks out opportunities that align with long-term market trends and evolving consumer demands, enhancing competitiveness within targeted industries.
Highlander Partners LP operates as a dynamic private equity firm, primarily focusing on middle-market investments across various sectors. The firm's unique approach combines operational expertise with capital investment to drive growth and value creation in its portfolio companies. Highlander is known for actively engaging in the strategic management of its investments, leveraging a broad network of industry relationships to support business development initiatives. With a solid foundation built on years of experience, it seeks out opportunities that align with long-term market trends and evolving consumer demands, enhancing competitiveness within targeted industries.
Investment Philosophy & Strategy
Highlander Partners LP strategically harnesses its deep operational knowledge to identify compelling investment opportunities within the middle-market segment. By prioritizing value creation, it fosters significant growth through meticulous execution and a focus on enhancing organizational performance. The firm thrives in leveraging industry insights, enabling swift adjustments in capital allocation that reflect emerging market dynamics. A collaborative approach toward portfolio companies amplifies their competitive edge while driving sustainable revenue generation. With an emphasis on transformative strategies, Highlander is well-positioned to navigate complex landscapes and deliver robust returns aligned with evolving consumer trends.
Highlander Partners LP strategically harnesses its deep operational knowledge to identify compelling investment opportunities within the middle-market segment. By prioritizing value creation, it fosters significant growth through meticulous execution and a focus on enhancing organizational performance. The firm thrives in leveraging industry insights, enabling swift adjustments in capital allocation that reflect emerging market dynamics. A collaborative approach toward portfolio companies amplifies their competitive edge while driving sustainable revenue generation. With an emphasis on transformative strategies, Highlander is well-positioned to navigate complex landscapes and deliver robust returns aligned with evolving consumer trends.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
310.05%
Gain -4.98%
Monthly
2.62%
Yearly
36.45%
Drawdown
53.6%
$278.68M
Equity
Holdings
$278.68M
Investment
$183.42M
$132.61M
Profit -$6.07M
Realized
$37.35M
Unrealized
$95.26M
Dividends
$7.81M
Goals
Avg. 36.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.98%
Profit
-$6.07M
Win %
75%
This Week
Compared To Last Week
Gain
-2.13%
Profit
-$6.07M
Win %
75%
This Month
Compared to last month
Gain
-3.29%
Profit
-$9.47M
Win %
75%
This Year
Compared to last year
Gain
-5.49%
Profit
-$16.19M
Win %
74%
GWRE GUIDEWIRE SOFTWARE INC
+8.22%
+$382,140 
ADBE Adobe Inc.
+4.62%
+$11,640 
GOOGL Alphabet Inc
+2.9%
+$21,582 
PSN Parsons Corporation
+2.83%
+$158,508 
META Meta Platforms Inc Class A
+2.81%
+$10,018.23 
SGI Somnigroup International Inc.
+2.34%
+$515,338 
MSFT Microsoft Corp.
+2.27%
+$11,802 
PM Philip Morris International Inc.
+1.65%
+$7,900.01 
DHR Danaher Corporation
+1.52%
+$176,900 
CWST Casella Waste Systems Inc.
+1.26%
+$6,780 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$3,846.12 
V Visa Inc. Class A
+1.01%
+$2,617.99 
HD The Home Depot, Inc.
+0.97%
+$1,868.76 
SSNC SS&C Technologies Holdings Inc.
+0.82%
+$53,988 
MDAI Spectral AI Inc.
+0.62%
+$9,000 
DAKT Daktronics Inc.
+0.56%
+$40,000 
DMLP Dorchester Minerals, L.P.
+0.54%
+$5,292.32 
MRK Merck & Co., Inc.
+0.46%
+$2,178.03 
BABA Alibaba Group Holding Limited SP ADR
+0.17%
+$16,132 
DSGR Distribution Solutions Group, Inc.
+0.1%
+$3,006.47 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$2,079 
ARCC Ares Capital Corporation
+0.05%
+$133 
SUNB Sunbelt Rentals Holdings, Inc.
0%
$0 
VRT Vertiv Holdings Co
-7.22%
-$3.67M 
KEYS Keysight Technologies, Inc.
-6.86%
-$1.84M 
DELL Dell Technologies Inc.
-5.16%
-$877,500 
SPXC Spx Technologies Inc.
-5.14%
-$515,185 
SLB Schlumberger Limited
-5%
-$14,112 
WES Western Midstream Partners, LP
-2.02%
-$6,039 
JPM JPMorgan Chase & Co.
-1.69%
-$9,030.01 
MPLX MPLX LP
-1.35%
-$11,575.71 
GLD SPDR Gold Shares
-1.3%
-$6,031.99 
AMZN Amazon.com Inc
-1.21%
-$321,880 
PSX Phillips 66
-1.12%
-$5,800 
XOM Exxon Mobil Corporation
-0.84%
-$2,790.02 
KRP Kimbell Royalty Partners, LP
-0.7%
-$2,310 
ACWI iShares MSCI ACWI ETF
-0.66%
-$2,501.6 
TCBI Texas Capital Bancshares Inc.
-0.63%
-$77,153.57 
MIRM Mirum Pharmaceuticals Inc.
-0.62%
-$75,017.8 
ET Energy Transfer L.P.
-0.56%
-$2,049.6 
EPD Enterprise Products Partners L.P.
-0.39%
-$2,100 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$10,480 
BX Blackstone Inc.
-0.21%
-$64,422 
PAGP Plains GP Holdings, L.P.
-0.12%
-$516 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 190 | Longs Won 106/190 55% | Profit Factor 5.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.63M |
| Average Win $1.53M | Best Trade (Sep 08) $53.63M | Sharpe Ratio -9.24 |
| Average Loss -$353,251.93 | Worst Trade (Aug 19) -$4.5M | Z-Score 2.92 (99.65%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w | Expectancy $697,957.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.15% | 4.58% |
| Consecutive Losing Trades | 789 | 710 | 631 | 552 | 473 | 394 | 315 | 237 | 158 | 79 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWI iShares MSCI ACWI ETF | 2,360 | $200,316.8 | $375,688.4 | - | $175,371.6 | 87.55% | -0.661% |
| ADBE Adobe Inc. | 1,000 | $336,530 | $263,870 | - | -$72,660 | -21.59% | +4.615% |
| AMZN Amazon.com Inc | 104,000 | $15.37M | $26.38M | - | $11.01M | 71.65% | -1.205% |
| ARCC Ares Capital Corporation | 14,000 | $291,480 | $276,493 | - | -$14,987 | -5.14% | +0.048% |
| BABA Alibaba Group Holding Limited SP ADR | 87,200 | $11.53M | $9.55M | - | -$1.98M | -17.2% | +0.169% |
| BRK-B Berkshire Hathaway Inc. | 725 | $333,688.5 | $373,864.37 | - | $40,175.87 | 12.04% | +1.039% |
| BX Blackstone Inc. | 238,600 | $31.68M | $30.6M | - | -$1.08M | -3.41% | -0.21% |
| CWST Casella Waste Systems Inc. | 6,000 | $512,520 | $546,240 | - | $33,720 | 6.58% | +1.257% |
| DAKT Daktronics Inc. | 400,000 | $4.07M | $7.2M | - | $3.12M | 76.7% | +0.559% |
| DELL Dell Technologies Inc. | 30,000 | $3.56M | $16.14M | - | $12.59M | 353.89% | -5.156% |
| DHR Danaher Corporation | 58,000 | $11.52M | $11.79M | - | $264,940.56 | 2.3% | +1.524% |
| DMLP Dorchester Minerals, L.P. | 33,077 | $994,956.16 | $982,717.67 | - | -$12,238.49 | -1.23% | +0.541% |
| DSGR Distribution Solutions Group, Inc. | 85,899 | $2.35M | $2.99M | - | $635,223.1 | 27% | +0.101% |
| EPD Enterprise Products Partners L.P. | 14,000 | $408,520 | $542,500 | - | $133,980 | 32.8% | -0.386% |
| ET Energy Transfer L.P. | 17,080 | $268,668.4 | $366,024.4 | - | $97,356 | 36.24% | -0.557% |
| GLD SPDR Gold Shares | 1,160 | $238,635.2 | $456,541.2 | - | $217,906 | 91.31% | -1.304% |
| GOOGL Alphabet Inc | 2,200 | $332,046 | $766,282 | - | $434,236 | 130.78% | +2.898% |
| GWRE GUIDEWIRE SOFTWARE INC | 33,000 | $4.94M | $5.03M | - | $97,020 | 1.97% | +8.217% |
| HD The Home Depot, Inc. | 625 | $239,750 | $194,831.25 | - | -$44,918.75 | -18.74% | +0.968% |
| JPM JPMorgan Chase & Co. | 1,500 | $300,450 | $525,315 | - | $224,865 | 74.84% | -1.69% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Highlander Partners LP?
The largest contributions to the portfolio's profits come from the following stocks: Vertiv Holdings Co - $40.63M, Full Truck Alliance Co. Ltd. American Depositary Receipt - $4.77M, Blackstone Inc - $3.59M, Advanced Micro Devices, Inc - $3.28M, and Ally Financial Inc - $1.56M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: WillScot Holdings Corporation - $5.03M, Parsons Corporation - $3.33M, Alibaba Group Holding Limited SP ADR - $1.73M, Honeywell International Inc - $1.01M, and Intel Corporation - $748,200. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Highlander Partners LP's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.81M earned over time. The largest contributors to dividend income include Blackstone Inc - $3.67M, Full Truck Alliance Co. Ltd. American Depositary Receipt - $475,682.92, Bristol-Myers Squibb Company - $367,200, SPDR S&P Regional Banking ETF - $278,225, and Ally Financial Inc - $267,960. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Highlander Partners LP's monthly returns?
Highlander Partners LP's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Highlander Partners LP's strategy be considered aggressive or moderate?
Highlander Partners LP's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Highlander Partners LP's strategy?
Highlander Partners LP's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
