SEC 13F Intelligence

Managers / Q3 2020 · view latest →

Highlander Capital Management, LLC

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

Reported Value
$165M
Q3 2020
Positions
638
Filings on Record
22
2019–present window
Filed
Nov 17, 2020
original filing

Summary

Highlander Capital Management, LLC reported $165M in U.S.-listed holdings across 638 positions for Q3 2020.

Its largest position, AAPL, represents 4.8% of the portfolio.

Compared with Q2 2020, the fund opened 68 new positions and exited 25.

Portfolio Metrics

Turnover
+5.5%
vs prior filed quarter
Top-10 Concentration
+31.9%
share of reported value
Largest Position
+4.8%
Apple Inc Com
New / Exited
68 / 25
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: 78.6%US DOMESTIC: 5.4%GLOBAL: 3.1%ETP: 2.6%Other: 2.6%Other: 7.7%
  • Common Stock · 78.6% · $130M
  • US DOMESTIC · 5.4% · $9M
  • GLOBAL · 3.1% · $5M
  • ETP · 2.6% · $4M
  • Other · 2.6% · $4M
  • Other · 7.7% · $13M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
INGRINGREDION INCNEW+14.5K14.5K+$1M$1M
AZNNASTRAZENECA PLCNEW+5.8K5.8K+$318,000$318,000
RGAREINSURANCE GROUP OF AMERICANEW+1.8K1.8K+$173,000$173,000
INVESCO EXCHANGE-TRADEDNEW+800800+$86,000$86,000
SEDGSOLAREDGE TECHNOLOGIES INCNEW+300300+$72,000$72,000
RXTRACKSPACE TECHNOLOGY INCNEW+3.0K3.0K+$58,000$58,000
BIIBBIOGEN INCNEW+200200+$57,000$57,000
TDOCTELADOC HEALTH INCNEW+250250+$55,000$55,000

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

Holdings — Q3 2020

50 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INC COMhistory →Equities4.78%$8M68.2K
2UNHUNITEDHEALTH GROUP INChistory →Equities4.62%$8M24.4K
3MSFTMICROSOFT CORP COMhistory →Equities3.98%$7M31.3K
4AMGNAMGEN INC COMhistory →Equities3.55%$6M23.0K
5SYKSTRYKER CORPhistory →Equities3.45%$6M27.3K
6BRK/BBERKSHIRE HATHAWAY INC DELhistory →Equities3.38%$6M26.2K
7HDHOME DEPOT INC COMhistory →Equities2.69%$4M16.0K
8AMZNAMAZON COM INChistory →Equities2.06%$3M1.1K
9JNJJOHNSON & JOHNSON COMhistory →Equities1.76%$3M19.6K
10DISWALT DISNEY COhistory →Equities1.59%$3M21.2K
11CSCOCISCO SYSTEMS INChistory →Equities1.59%$3M66.4K
12GOOGALPHABET INChistory →Equities1.47%$2M1.7K
13COSTCOSTCO WHOLESALE CORP NEW COMhistory →Equities1.37%$2M6.4K
14CVSCVS HEALTH CORP COMhistory →Equities1.34%$2M38.0K
15ISRGINTUITIVE SURGICAL INChistory →Equities1.29%$2M3.0K
16PHPARKER HANNIFIN CORP COMhistory →Equities1.27%$2M10.3K
17CNXCNX RESOURCES CORPORATIONhistory →Equities1.23%$2M214.8K
18PEPPEPSICO INC COMhistory →Equities1.14%$2M13.6K
19PGPROCTER & GAMBLE CO COMhistory →Equities1.09%$2M12.9K
20TAT&T INChistory →Equities1.04%$2M60.3K
21MCDMCDONALDS CORPhistory →Equities1.02%$2M7.7K
22MEDTRONIC PLCEquities1.02%$2M16.3K
23BABOEING CO COMhistory →Equities1.01%$2M10.1K
24BNYBANK NEW YORK MELLON CORPEquities0.98%$2M47.3K
25DISCAUSDDISCOVERY INCEquities0.98%$2M74.0K
26FSC1EUROAKTREE SPECIALTY LENDINGEquities0.97%$2M330.3K
27KOCOCA COLA COMPANYEquities0.92%$2M30.7K
28WMTWALMART INCEquities0.89%$1M10.4K
29JPMJP MORGAN CHASE & COEquities0.83%$1M14.3K
30INTCINTEL CORP COMEquities0.80%$1M25.4K
31TROWPRICE T ROWE GROUP INCEquities0.78%$1M10.0K
32CHVCHEVRON CORP NEW COMEquities0.76%$1M17.4K
33BMYBRISTOL MYERS SQUIBB CO COMEquities0.75%$1M20.5K
34LBAIUSDLAKELAND BANCORP INC COMEquities0.74%$1M122.9K
35SRCLEURSTERICYCLE INCEquities0.67%$1M17.6K
36INGRINGREDION INCEquities0.66%$1M14.5K
37METAFACEBOOK INCEquities0.66%$1M4.2K
38PFEPFIZER INCEquities0.66%$1M29.6K
39BACBANK OF AMERICA CORPEquities0.63%$1M42.9K
40SYNOVUS FINANCIAL CORPFixed Income0.62%$1M1.02M
41NESTLE SAEquities0.62%$1M8.6K
42AQUAUSDEVOQUA WATER TECHNOLOGIES CORPEquities0.61%$1M47.5K
43ZTSZOETIS INCEquities0.61%$1M6.1K
44CRMSALESFORCEEquities0.59%$974,0003.9K
45SDASEALED AIR CORP NEWEquities0.55%$912,00023.5K
46KIOKKR INCOME OPPORTUNITIES FUNDEquities0.54%$889,00065.7K
47ADPAUTOMATIC DATA PROCESSING INC COMEquities0.50%$823,0005.9K
48ZBHZIMMER BIOMET HLDGS INC COMEquities0.48%$789,0005.8K
49CONNECTONE BANCORP INCFixed Income0.46%$757,000760.0K
50BXBLACKSTONE GROUP INC (THE)Equities0.46%$752,00014.4K

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 ↗.