SEC 13F Intelligence

Managers / Q4 2020 · view latest →

Highlander Capital Management, LLC

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

Reported Value
$179M
Q4 2020
Positions
643
Filings on Record
22
2019–present window
Filed
Feb 12, 2021
original filing

Summary

Highlander Capital Management, LLC reported $179M in U.S.-listed holdings across 643 positions for Q4 2020.

Its largest position, AAPL, represents 5.1% of the portfolio.

Compared with Q3 2020, the fund opened 38 new positions and exited 33.

Portfolio Metrics

Turnover
+4.0%
vs prior filed quarter
Top-10 Concentration
+32.0%
share of reported value
Largest Position
+5.1%
Apple
New / Exited
38 / 33
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: 80.6%US DOMESTIC: 4.5%Other: 2.6%GLOBAL: 2.5%ETP: 2.5%Other: 7.3%
  • Common Stock · 80.6% · $144M
  • US DOMESTIC · 4.5% · $8M
  • Other · 2.6% · $5M
  • GLOBAL · 2.5% · $4M
  • ETP · 2.5% · $4M
  • Other · 7.3% · $13M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GPKGRAPHIC PACKAGING HOLDINGNEW+29.6K29.6K+$501,000$501,000
VTRSVIATRIS INCNEW+21.5K21.5K+$402,000$402,000
RKTROCKET COMPANIES INCNEW+11.0K11.0K+$222,000$222,000
GTE CALIF INC DEB SER FNEW+200.0K200.0K+$212,000$212,000
EP3ORASURE TECHNOLOGIES INCNEW+14.0K14.0K+$148,000$148,000
GLOBAL X FDSNEW+6.0K6.0K+$138,000$138,000
CDR1USDCEDAR REALTY TRUST INCNEW+7.1K7.1K+$72,000$72,000
SHOPSHOPIFY INCNEW+6060+$68,000$68,000

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

Holdings — Q4 2020

50 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INChistory →Equities5.14%$9M69.3K
2UNHUNITEDHEALTH GROUP INChistory →Equities4.79%$9M24.4K
3MSFTMICROSOFT CORPhistory →Equities3.87%$7M31.2K
4SYKSTRYKER CORPhistory →Equities3.74%$7M27.3K
5BRK/BBERKSHIRE HATHAWAY INC DELhistory →Equities3.36%$6M26.0K
6AMGNAMGEN INChistory →Equities2.96%$5M23.0K
7HDHOME DEPOT INChistory →Equities2.36%$4M15.9K
8DISWALT DISNEY COhistory →Equities2.14%$4M21.2K
9AMZNAMAZONhistory →Equities1.90%$3M1.0K
10JNJJOHNSON & JOHNSONhistory →Equities1.71%$3M19.5K
11CSCOCISCO SYSTEMS INChistory →Equities1.65%$3M65.9K
12GOOGALPHABET INChistory →Equities1.62%$3M1.7K
13PHPARKER HANNIFIN CORPhistory →Equities1.53%$3M10.0K
14CVSCVS HEALTH CORPORATIONhistory →Equities1.40%$3M36.7K
15ISRGINTUITIVE SURGICAL INChistory →Equities1.37%$2M3.0K
16COSTCOSTCO WHOLESALE CORP-NEWhistory →Equities1.34%$2M6.4K
17CNXCNX RESOURCES CORPORATIONhistory →Equities1.31%$2M216.6K
18DISCAUSDDISCOVERY INChistory →Equities1.28%$2M76.4K
19PEPPEPSICO INChistory →Equities1.13%$2M13.6K
20INGRINGREDION INChistory →Equities1.12%$2M25.6K
21BNYBANK NEW YORK MELLON CORPhistory →Equities1.10%$2M46.5K
22BABOEING COhistory →Equities1.06%$2M8.8K
23FSC1EUROAKTREE SPECIALTY LENDINGhistory →Equities1.04%$2M333.0K
24MEDTRONIC PLCEquities1.03%$2M15.8K
25PGPROCTER & GAMBLE COhistory →Equities1.00%$2M12.9K
26JPMJPMORGAN CHASE & COEquities0.99%$2M13.9K
27TAT&T INCEquities0.98%$2M60.9K
28KOCOCA COLA COMPANYEquities0.92%$2M30.0K
29MCDMCDONALDS CORPEquities0.91%$2M7.6K
30LBAIUSDLAKELAND BANCORP INCEquities0.87%$2M122.9K
31TROWPRICE T ROWE GROUP INCEquities0.85%$2M10.0K
32WMTWALMART INCEquities0.84%$2M10.4K
33BMYBRISTOL MYERS SQUIBB COEquities0.71%$1M20.5K
34BACBANK OF AMERICA CORPEquities0.71%$1M41.7K
35INTCINTEL CORPEquities0.62%$1M22.4K
36CHVCHEVRON CORPORATIONEquities0.62%$1M13.2K
37METAFACEBOOK INCEquities0.61%$1M4.0K
38SDASEALED AIR CORP NEWEquities0.59%$1M23.0K
39GENERAL ELECTRIC COMPANYEquities0.58%$1M96.8K
40ADPAUTOMATIC DATA PROCESSING INCEquities0.58%$1M5.9K
41NESTLE SA-SPONSORED ADREquities0.56%$1M8.6K
42MTGMGIC INVESTMENT CORP-WISCEquities0.56%$1M80.2K
43ZTSZOETIS INCEquities0.54%$973,0005.9K
44KIOKKR INCOME OPPORTUNITIES FUNDEquities0.52%$927,00064.3K
45STWDSTARWOOD PROPERTY TRUST INCEquities0.50%$898,00046.5K
46ZBHZIMMER BIOMET HOLDINGS INCEquities0.50%$893,0005.8K
47AQUAUSDEVOQUA WATER TECHNOLOGIES CORPEquities0.49%$885,00032.8K
48SRCLEURSTERICYCLE INCEquities0.49%$870,00012.6K
49PFEPFIZER INCEquities0.49%$869,00023.6K
50CRMSALESFORCEEquities0.48%$862,0003.9K

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 ↗.