SEC 13F Intelligence

Managers / Q4 2019 · view latest →

Highlander Capital Management, LLC

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

Reported Value
$174M
Q4 2019
Positions
625
Filings on Record
22
2019–present window
Filed
Feb 13, 2020
original filing

Summary

Highlander Capital Management, LLC reported $174M in U.S.-listed holdings across 625 positions for Q4 2019.

Its largest position, UNH, represents 4.1% of the portfolio.

Compared with Q3 2019, the fund opened 22 new positions and exited 53.

Portfolio Metrics

Turnover
+4.1%
vs prior filed quarter
Top-10 Concentration
+26.9%
share of reported value
Largest Position
+4.1%
Unitedhealth
New / Exited
22 / 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: 76.0%US DOMESTIC: 5.6%GLOBAL: 4.4%Other: 3.2%ADR: 2.2%Other: 8.6%
  • Common Stock · 76.0% · $132M
  • US DOMESTIC · 5.6% · $10M
  • GLOBAL · 4.4% · $8M
  • Other · 3.2% · $6M
  • ADR · 2.2% · $4M
  • Other · 8.6% · $15M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DLTRDOLLAR TREE INCNEW+17.5K17.5K+$2M$2M
VIACOMCBS INCNEW+10.2K10.2K+$429,000$429,000
CIMPRESS PLC SHS EURONEW+1.6K1.6K+$195,000$195,000
TOWNEBANK PORTSMOUTH VANEW+130.0K130.0K+$132,000$132,000
HOSPITALITY PPTYS TRNEW+110.0K110.0K+$113,000$113,000
ISHARES TR MSCI EMERGINGNEW+2.0K2.0K+$90,000$90,000
TFCTRUIST FINANCIAL CORPORATIONNEW+1.3K1.3K+$72,000$72,000
HUGHES SATELLITE SYS CORP GTDNEW+55.0K55.0K+$60,000$60,000

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

Holdings — Q4 2019

50 positions
#IssuerClass% PortfolioValueShares
1UNHUNITEDHEALTH GROUP INChistory →Equities4.14%$7M24.4K
2SYKSTRYKER CORPhistory →Equities3.30%$6M27.3K
3BRK/BBERKSHIRE HATHAWAY INC DELhistory →Equities3.25%$6M24.9K
4AMGNAMGEN INChistory →Equities3.20%$6M23.0K
5AAPLAPPLE INChistory →Equities3.18%$6M18.8K
6MSFTMICROSOFT CORPhistory →Equities2.86%$5M31.5K
7CVSCVS HEALTH CORP COMhistory →Equities1.90%$3M44.3K
8CSCOCISCO SYSTEMS INChistory →Equities1.85%$3M67.1K
9JNJJOHNSON & JOHNSONhistory →Equities1.63%$3M19.4K
10BABOEING COhistory →Equities1.57%$3M8.4K
11BNYBANK NEW YORK MELLON CORPhistory →Equities1.37%$2M47.1K
12GOOGALPHABET INChistory →Equities1.35%$2M1.8K
13AMZNAMAZON COM INChistory →Equities1.34%$2M1.3K
14HDHOME DEPOT INChistory →Equities1.29%$2M10.3K
15LBAIUSDLAKELAND BANCORP INChistory →Equities1.28%$2M127.9K
16PHPARKER HANNIFIN CORPhistory →Equities1.26%$2M10.6K
17JPMJP MORGAN CHASE & COhistory →Equities1.24%$2M15.4K
18DISDISNEY WALT CO DISNEY COMhistory →Equities1.18%$2M14.2K
19PEPPEPSICO INChistory →Equities1.07%$2M13.6K
20COSTCOSTCO WHOLESALE CORP NEW COMhistory →Equities1.05%$2M6.2K
21CNXCNX RES CORP COMhistory →Equities1.04%$2M204.6K
22ISRGINTUITIVE SURGICAL INChistory →Equities1.02%$2M3.0K
23KOCOCA COLA COMPANYhistory →Equities1.01%$2M31.6K
24DLTRDOLLAR TREE INCEquities0.95%$2M17.5K
25BACBANK OF AMERICA CORPEquities0.92%$2M45.3K
26PGPROCTER & GAMBLE COEquities0.91%$2M12.7K
27MEDTRONIC PLCEquities0.89%$2M13.7K
28STWDSTARWOOD PPTY TR INC COMEquities0.83%$1M58.1K
29TAT&T INCEquities0.83%$1M36.8K
30CHVCHEVRON CORP NEW COMEquities0.82%$1M11.7K
31MCDMCDONALDS CORPEquities0.81%$1M7.2K
32FSC1EUROAKTREE SPECIALTY LENDINGEquities0.80%$1M255.4K
33DISCAUSDDISCOVERY INCEquities0.78%$1M41.4K
34RSGREPUBLIC SERVICES INCEquities0.78%$1M15.1K
35BMYBRISTOL MYERS SQUIBB COEquities0.76%$1M20.5K
36INTCINTEL CORPEquities0.73%$1M21.1K
37UALUNITED AIRLINES HOLDINGS INCEquities0.72%$1M14.2K
38NESTLE SA-SPONSORED ADREquities0.71%$1M11.3K
39UTXZUNITED TECHNOLOGIES CORPEquities0.70%$1M8.1K
40TROWPRICE T ROWE GROUP INCEquities0.70%$1M10.0K
41WMTWALMART INCEquities0.69%$1M10.1K
42MTGMGIC INVESTMENT CORP-WISCEquities0.68%$1M83.4K
43AQUAUSDEVOQUA WATER TECHNOLOGIES CORPEquities0.67%$1M61.3K
44SRCLEURSTERICYCLE INCEquities0.64%$1M17.4K
45GENERAL ELECTRIC CO COMEquities0.62%$1M96.7K
46KIOKKR INCOME OPPORTUNITIES FD COMEquities0.62%$1M67.8K
47SYNOVUS FINANCIAL CORPFixed Income0.61%$1M1.04M
48LIBERTY LATIN AMERICA LTDEquities0.59%$1M52.8K
49KMIKINDER MORGAN INCEquities0.59%$1M48.0K
50ADPAUTOMATIC DATA PROCESSING INCEquities0.58%$1M5.9K

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 ↗.