SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Highlander Capital Management, LLC

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

Reported Value
$165M
Q2 2019
Positions
717
Filings on Record
22
2019–present window
Filed
Aug 14, 2019
original filing

Summary

Highlander Capital Management, LLC reported $165M in U.S.-listed holdings across 717 positions for Q2 2019.

Its largest position, UNH, represents 3.6% of the portfolio.

Compared with Q1 2019, the fund opened 32 new positions and exited 38.

Portfolio Metrics

Turnover
+5.3%
vs prior filed quarter
Top-10 Concentration
+24.3%
share of reported value
Largest Position
+3.6%
Unitedhealth
New / Exited
32 / 38
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: 72.7%US DOMESTIC: 5.7%GLOBAL: 5.1%Other: 4.4%REIT: 2.8%Other: 9.3%
  • Common Stock · 72.7% · $120M
  • US DOMESTIC · 5.7% · $9M
  • GLOBAL · 5.1% · $8M
  • Other · 4.4% · $7M
  • REIT · 2.8% · $5M
  • Other · 9.3% · $15M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MALVERN BANCORP INC FXDNEW+630.0K630.0K+$649,000$649,000
NEW YORK CMNTY BANCORP INCNEW+365.0K365.0K+$376,000$376,000
DIME CMNTY BANCSHARES INC SBNEW+150.0K150.0K+$152,000$152,000
WBAWALGREEN BOOTS ALLIANCE INCNEW+2.5K2.5K+$137,000$137,000
KRAFT HEINZ FOODS CONEW+80.0K80.0K+$80,000$80,000
PXDEURPIONEER NATURAL RESOURCESNEW+500500+$77,000$77,000
CSXCSX CORPORATIONNEW+1.0K1.0K+$77,000$77,000
SPHSUBURBAN PROPANE PARTNERS LPNEW+3.0K3.0K+$73,000$73,000

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

Holdings — Q2 2019

50 positions
#IssuerClass% PortfolioValueShares
1UNHUNITEDHEALTH GROUP INChistory →Equities3.62%$6M24.4K
2SYKSTRYKER CORPhistory →Equities3.40%$6M27.3K
3BRK/BBERKSHIRE HATHAWAY INC DELhistory →Equities3.30%$5M25.5K
4AMGNAMGEN INChistory →Equities2.58%$4M23.0K
5MSFTMICROSOFT CORPhistory →Equities2.52%$4M31.1K
6AAPLAPPLE INChistory →Equities2.28%$4M19.0K
7CSCOCISCO SYSTEMS INChistory →Equities2.09%$3M62.8K
8BABOEING COhistory →Equities1.61%$3M7.3K
9JNJJOHNSON & JOHNSONhistory →Equities1.51%$2M17.8K
10AMZNAMAZON.COM INChistory →Equities1.43%$2M1.2K
11CVSCVS HEALTH CORPORATIONhistory →Equities1.40%$2M42.3K
12BNYBANK NEW YORK MELLON CORPhistory →Equities1.32%$2M49.3K
13LBAIUSDLAKELAND BANCORP INChistory →Equities1.30%$2M132.7K
14GOOGALPHABET INChistory →Equities1.15%$2M1.8K
15PHPARKER HANNIFIN CORPhistory →Equities1.10%$2M10.6K
16PEPPEPSICO INChistory →Equities1.08%$2M13.6K
17JPMJP MORGAN CHASE & CO COMhistory →Equities1.05%$2M15.4K
18COSTCOSTCO WHOLESALE CORP-NEWhistory →Equities1.00%$2M6.3K
19BACBANK OF AMERICA CORPEquities1.00%$2M56.8K
20KOCOCA COLA COMPANYEquities0.97%$2M31.4K
21ISRGINTUITIVE SURGICAL INCEquities0.95%$2M3.0K
22HDHOME DEPOT INCEquities0.95%$2M7.5K
23MCDMCDONALDS CORPEquities0.90%$1M7.2K
24CNXCNX RESOURCES CORPORATIONEquities0.88%$1M198.4K
25PGPROCTER & GAMBLE CO COMEquities0.84%$1M12.7K
26STWDSTARWOOD PROPERTY TRUST INCEquities0.83%$1M60.4K
27GENERAL ELECTRIC COMPANYEquities0.83%$1M130.5K
28RSGREPUBLIC SERVICES INCEquities0.82%$1M15.6K
29UALUNITED CONTINENTAL HOLDINGSEquities0.80%$1M15.1K
30MEDTRONIC PLCEquities0.79%$1M13.4K
31TAT&T INCEquities0.76%$1M37.4K
32DISCAUSDDISCOVERY INCEquities0.76%$1M40.8K
33DISWALT DISNEY COEquities0.74%$1M8.7K
34NESTLE SA-SPONSORED ADREquities0.73%$1M11.6K
35CHVCHEVRON CORP NEW COMEquities0.73%$1M9.6K
36FSC1EUROAKTREE SPECIALTY LENDINGEquities0.69%$1M210.9K
37MTGMGIC INVESTMENT CORP-WISCEquities0.69%$1M86.2K
38WMTWALMART INCEquities0.67%$1M10.1K
39KIOKKR INCOME OPPORTUNITIES FUNDEquities0.67%$1M70.4K
40TROWPRICE T ROWE GROUP INCEquities0.67%$1M10.0K
41KMIKINDER MORGAN INCEquities0.65%$1M51.6K
42BMYBRISTOL MYERS SQUIBB CO COMEquities0.65%$1M23.5K
43SYNOVUS FINANCIAL CORPFixed Income0.65%$1M1.04M
44UTXZUNITED TECHNOLOGIES CORPEquities0.64%$1M8.1K
45SDASEALED AIR CORP NEWEquities0.63%$1M24.3K
46INTCINTEL CORP COMEquities0.61%$1M21.1K
47MHKMOHAWK INDUSTRIES INCEquities0.60%$992,0006.7K
48ADPAUTOMATIC DATA PROCESSING INCEquities0.59%$975,0005.9K
49BACVERIZON COMMUNICATIONSEquities0.59%$969,00017.0K
50CWHCAMPING WORLD HOLDINGS INCEquities0.58%$950,00076.5K

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 ↗.