SEC 13F Intelligence

Managers / Q2 2021 · view latest →

Highlander Capital Management, LLC

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

Reported Value
$200M
Q2 2021
Positions
635
Filings on Record
22
2019–present window
Filed
Aug 10, 2021
original filing

Summary

Highlander Capital Management, LLC reported $200M in U.S.-listed holdings across 635 positions for Q2 2021.

Its largest position, UNH, represents 4.9% of the portfolio.

Compared with Q1 2021, the fund opened 35 new positions and exited 41.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+31.3%
share of reported value
Largest Position
+4.9%
Unitedhealth
New / Exited
35 / 41
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: 80.9%US DOMESTIC: 4.5%Other: 2.9%ETP: 2.6%Closed-End Fund: 1.9%Other: 7.4%
  • Common Stock · 80.9% · $162M
  • US DOMESTIC · 4.5% · $9M
  • Other · 2.9% · $6M
  • ETP · 2.6% · $5M
  • Closed-End Fund · 1.9% · $4M
  • Other · 7.4% · $15M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AFRMAFFIRM HOLDINGS INCNEW+12.1K12.1K+$812,000$812,000
VIACOMCBS INCNEW+11.0K11.0K+$497,000$497,000
KERR MCGEE CORPNEW+305.0K305.0K+$352,000$352,000
NEXPOINT REAL ESTATE FIN INCNEW+300.0K300.0K+$304,000$304,000
XPOXPO LOGISTICS INCNEW+1.5K1.5K+$210,000$210,000
IRON MTN INC NEWNEW+200.0K200.0K+$206,000$206,000
COINCOINBASE GLOBAL INCNEW+725725+$184,000$184,000
DIGITALBRIDGE GROUP INCNEW+21.9K21.9K+$173,000$173,000

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

Holdings — Q2 2021

50 positions
#IssuerClass% PortfolioValueShares
1UNHUNITEDHEALTH GROUP INChistory →Equities4.89%$10M24.4K
2AAPLAPPLE INChistory →Equities4.50%$9M65.7K
3MSFTMICROSOFT CORPhistory →Equities4.20%$8M31.1K
4SYKSTRYKER CORPhistory →Equities3.54%$7M27.3K
5BRK/BBERKSHIRE HATHAWAY INC DELhistory →Equities3.49%$7M25.1K
6AMGNAMGEN INChistory →Equities2.81%$6M23.0K
7HDHOME DEPOT INChistory →Equities2.52%$5M15.8K
8GOOGALPHABET INChistory →Equities1.87%$4M1.5K
9DISWALT DISNEY COhistory →Equities1.72%$3M19.6K
10CSCOCISCO SYSTEMS INChistory →Equities1.72%$3M64.9K
11JNJJOHNSON & JOHNSONhistory →Equities1.62%$3M19.6K
12CNXCNX RESOURCES CORPORATIONhistory →Equities1.56%$3M228.8K
13CVSCVS HEALTH CORPORATIONhistory →Equities1.53%$3M36.7K
14PHPARKER HANNIFIN CORPhistory →Equities1.44%$3M9.4K
15ISRGINTUITIVE SURGICAL INChistory →Equities1.39%$3M3.0K
16BABOEING COhistory →Equities1.27%$3M10.6K
17COSTCOSTCO WHOLESALE CORP-NEWhistory →Equities1.26%$3M6.4K
18BNYBANK NEW YORK MELLON CORPhistory →Equities1.23%$2M48.0K
19INGRINGREDION INChistory →Equities1.21%$2M26.7K
20FSC1EUROAKTREE SPECIALTY LENDINGhistory →Equities1.14%$2M340.0K
21JPMJPMORGAN CHASE & COhistory →Equities1.09%$2M14.0K
22LBAIUSDLAKELAND BANCORP INChistory →Equities1.07%$2M122.9K
23TAT&T INChistory →Equities1.01%$2M70.5K
24PEPPEPSICO INChistory →Equities1.01%$2M13.6K
25MEDTRONIC PLCEquities0.99%$2M16.0K
26TROWPRICE T ROWE GROUP INCEquities0.99%$2M10.0K
27MCDMCDONALDS CORPEquities0.88%$2M7.6K
28PGPROCTER & GAMBLE COEquities0.87%$2M12.9K
29IBMINTERNATIONAL BUSINESSEquities0.86%$2M11.8K
30KOCOCA COLA COMPANYEquities0.82%$2M30.2K
31AMZNAMAZONEquities0.80%$2M1.0K
32GPKGRAPHIC PACKAGING HOLDINGEquities0.75%$2M82.7K
33WMTWALMART INCEquities0.74%$1M10.6K
34LIBERTY LATIN AMERICA LTDEquities0.70%$1M99.5K
35BMYBRISTOL MYERS SQUIBB COEquities0.69%$1M20.8K
36CHVCHEVRON CORPORATIONEquities0.69%$1M13.2K
37METAFACEBOOK INCEquities0.66%$1M3.8K
38INTCINTEL CORPEquities0.64%$1M22.6K
39BXBLACKSTONE GROUP INC (THE)Equities0.63%$1M12.9K
40BACBANK OF AMERICA CORPEquities0.62%$1M30.3K
41STWDSTARWOOD PROPERTY TRUST INCEquities0.61%$1M46.5K
42ADPAUTOMATIC DATA PROCESSING INCEquities0.59%$1M5.9K
43CCCHEMOURS COMPANY (THE)Equities0.58%$1M33.5K
44SDASEALED AIR CORP NEWEquities0.56%$1M19.0K
45MHKMOHAWK INDUSTRIES INCEquities0.56%$1M5.8K
46ZTSZOETIS INCEquities0.55%$1M5.9K
47MTGMGIC INVESTMENT CORP-WISCEquities0.54%$1M80.1K
48NESTLE SA-SPONSORED ADREquities0.53%$1M8.6K
49KIOKKR INCOME OPPORTUNITIES FUNDEquities0.53%$1M63.8K
50DISCKUSDDISCOVERY INCEquities0.52%$1M35.8K

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 ↗.