SEC 13F Intelligence

Managers / Q1 2019 · view latest →

Highlander Capital Management, LLC

CIK 0001519113 · 535 MILLBURN AVENUE, SHORT HILLS, NJ, 07078 · 973-718-3511

Reported Value
$162M
Q1 2019
Positions
722
Filings on Record
22
2019–present window
Filed
May 15, 2019
original filing

Summary

Highlander Capital Management, LLC reported $162M in U.S.-listed holdings across 722 positions for Q1 2019.

Its largest position, UNH, represents 3.7% of the portfolio.

Compared with Q4 2018, the fund opened 80 new positions and exited 53.

Portfolio Metrics

Turnover
+5.6%
vs prior filed quarter
Top-10 Concentration
+24.5%
share of reported value
Largest Position
+3.7%
Unitedhealth
New / Exited
80 / 53
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $152MQ4 ’18Q1 ’19: $162MQ2 ’19: $165MQ3 ’19: $162MQ3 ’19Q4 ’19: $174MQ1 ’20: $139MQ2 ’20: $159MQ2 ’20Q3 ’20: $165MQ4 ’20: $179MQ1 ’21: $191MQ1 ’21Q2 ’21: $200MQ3 ’21: $197MQ4 ’21: $216MQ4 ’21Q1 ’22: $214MQ2 ’22: $186MQ3 ’22: $174MQ3 ’22Q1 ’23: $204,275Q2 ’23: $215,789Q3 ’23: $254,445Q3 ’23Q1 ’24: $292Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 72.1%US DOMESTIC: 5.1%GLOBAL: 5.0%Other: 4.8%REIT: 3.5%Other: 9.6%
  • Common Stock · 72.1% · $116M
  • US DOMESTIC · 5.1% · $8M
  • GLOBAL · 5.0% · $8M
  • Other · 4.8% · $8M
  • REIT · 3.5% · $6M
  • Other · 9.6% · $15M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2018 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ASTORIA FINL CORP FXD RTNEW+455.0K455.0K+$454,000$454,000
HANMI FINL CORP SRNEW+405.0K405.0K+$415,000$415,000
CONNECTONE BANCORP INCNEW+350.0K350.0K+$350,000$350,000
FIRST TENN BK N A MEMPHIS TENN FXDNEW+250.0K250.0K+$250,000$250,000
UNITED STATES TREASURY NOTENEW+195.0K195.0K+$194,000$194,000
CVS HEALTH CORPNEW+170.0K170.0K+$170,000$170,000
ONEOK PARTNERS L P GTDNEW+145.0K145.0K+$154,000$154,000
PROSHARES S&P 500 DIVIDENDNEW+2.3K2.3K+$153,000$153,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2019

50 positions
#IssuerClass% PortfolioValueShares
1UNHUNITEDHEALTH GROUP INChistory →Equities3.74%$6M24.4K
2SYKSTRYKER CORPhistory →Equities3.40%$5M27.8K
3BRK/BBERKSHIRE HATHAWAY INC DELhistory →Equities3.12%$5M25.1K
4AMGNAMGEN INC COMhistory →Equities2.71%$4M23.0K
5MSFTMICROSOFT CORP COMhistory →Equities2.27%$4M31.1K
6AAPLAPPLE INC COMhistory →Equities2.23%$4M19.0K
7CSCOCISCO SYSTEMS INChistory →Equities2.10%$3M62.8K
8BABOEING CO COMhistory →Equities1.75%$3M7.4K
9AMZNAMAZONhistory →Equities1.66%$3M1.5K
10JNJJOHNSON & JOHNSON COMhistory →Equities1.54%$2M17.8K
11BNYBANK NEW YORK MELLON CORPhistory →Equities1.54%$2M49.4K
12LBAIUSDLAKELAND BANCORP INC COMhistory →Equities1.27%$2M137.7K
13GOOGALPHABET INChistory →Equities1.21%$2M1.7K
14RSGREPUBLIC SERVICES INChistory →Equities1.07%$2M21.6K
15ISRGINTUITIVE SURGICAL INChistory →Equities1.06%$2M3.0K
16PEPPEPSICO INC COMhistory →Equities1.03%$2M13.6K
17CVSCVS HEALTH CORPORATIONhistory →Equities1.02%$2M30.6K
18BACBANK OF AMERICA CORPEquities0.97%$2M57.1K
19COSTCOSTCO WHOLESALE CORP NEW COMEquities0.94%$2M6.3K
20JPMJP MORGAN CHASE & CO COMEquities0.94%$2M14.9K
21MCDMCDONALDS CORPEquities0.93%$2M8.0K
22KOCOCA COLA COMPANYEquities0.91%$1M31.5K
23HDHOME DEPOT INC COMEquities0.89%$1M7.5K
24STWDSTARWOOD PROPERTY TRUST INCEquities0.84%$1M61.0K
25GENERAL ELECTRIC COMPANYEquities0.83%$1M134.4K
26PGPROCTER & GAMBLE CO COMEquities0.83%$1M12.9K
27INVHINVITATION HOMES INCEquities0.76%$1M50.8K
28CNXCNX RESOURCES CORPORATIONEquities0.76%$1M114.1K
29MEDTRONIC PLCEquities0.75%$1M13.4K
30NESTLE SA-SPONSORED ADREquities0.75%$1M12.7K
31PHPARKER HANNIFIN CORPEquities0.75%$1M7.0K
32MTGMGIC INVESTMENT CORP-WISCEquities0.74%$1M91.2K
33ALLERGAN PLCEquities0.74%$1M8.2K
34UALUNITED CONTINENTAL HOLDINGSEquities0.74%$1M14.9K
35TAT&T INCEquities0.72%$1M36.9K
36DISWALT DISNEY COEquities0.71%$1M10.3K
37INTCINTEL CORP COMEquities0.70%$1M21.1K
38BMYBRISTOL MYERS SQUIBB CO COMEquities0.69%$1M23.5K
39SDASEALED AIR CORP NEWEquities0.69%$1M24.3K
40CWHCAMPING WORLD HOLDINGS INCEquities0.68%$1M79.5K
41KIOKKR INCOME OPPORTUNITIES FUNDEquities0.68%$1M70.8K
42FSC1EUROAKTREE SPECIALTY LENDINGEquities0.67%$1M209.6K
43SYNOVUS FINANCIAL CORPFixed Income0.65%$1M1.04M
44BACVERIZON COMMUNICATIONSEquities0.65%$1M17.9K
45UTXZUNITED TECHNOLOGIES CORPEquities0.65%$1M8.1K
46LIBERTY LATIN AMERICA LTDEquities0.63%$1M52.8K
47TROWPRICE T ROWE GROUP INCEquities0.62%$1M10.0K
48SRCLEURSTERICYCLE INCEquities0.61%$989,00018.2K
49KMIKINDER MORGAN INCEquities0.61%$982,00049.1K
50WMTWALMART INCEquities0.61%$980,00010.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2024$292M955May 20, 202413F-HRchanges · EDGAR ↗
Q4 2023Under review988Jan 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$254,445958Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$215,789669Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$204,275688May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review657Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$174M648Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$186M656Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$214M640May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$216M621Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$197M619Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$200M635Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$191M639May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$179M643Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$165M638Nov 17, 202013F-HRchanges · EDGAR ↗
Q2 2020$159M595Aug 17, 202013F-HRchanges · EDGAR ↗
Q1 2020$139M664May 27, 202013F-HRchanges · EDGAR ↗
Q4 2019$174M625Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$162M658Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$165M717Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$162M722May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$152M695Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.