SEC 13F Intelligence

Managers / Q3 2021 · view latest →

Highlander Capital Management, LLC

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

Reported Value
$197M
Q3 2021
Positions
619
Filings on Record
22
2019–present window
Filed
Nov 15, 2021
original filing

Summary

Highlander Capital Management, LLC reported $197M in U.S.-listed holdings across 619 positions for Q3 2021.

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

Compared with Q2 2021, the fund opened 25 new positions and exited 39.

Portfolio Metrics

Turnover
+4.6%
vs prior filed quarter
Top-10 Concentration
+31.6%
share of reported value
Largest Position
+4.8%
Unitedhealth
New / Exited
25 / 39
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: 82.0%US DOMESTIC: 4.4%Other: 2.4%ETP: 2.4%Closed-End Fund: 1.7%Other: 7.1%
  • Common Stock · 82.0% · $162M
  • US DOMESTIC · 4.4% · $9M
  • Other · 2.4% · $5M
  • ETP · 2.4% · $5M
  • Closed-End Fund · 1.7% · $3M
  • Other · 7.1% · $14M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GENERAL ELECTRIC COMPANYNEW+7.9K7.9K+$811,000$811,000
AMTRUST FINL SVCS INC NTNEW+279.0K279.0K+$285,000$285,000
SOFISOFI TECHNOLOGIES INCNEW+10.5K10.5K+$167,000$167,000
KDPKEURIG DR PEPPER INC COMNEW+3.0K3.0K+$102,000$102,000
SLM CORPNEW+100.0K100.0K+$96,000$96,000
SLM CORP EDNOTES EDNOTESNEW+100.0K100.0K+$94,000$94,000
VANGUARD WORLD FD VANGUARDNEW+400400+$94,000$94,000
EASTERLY GOVT PPTYS INC COMNEW+3.0K3.0K+$62,000$62,000

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

Holdings — Q3 2021

50 positions
#IssuerClass% PortfolioValueShares
1UNHUNITEDHEALTH GROUP INChistory →Equities4.84%$10M24.4K
2AAPLAPPLE INC COMhistory →Equities4.70%$9M65.5K
3MSFTMICROSOFT CORP COMhistory →Equities4.44%$9M31.1K
4SYKSTRYKER CORP COMMONhistory →Equities3.65%$7M27.3K
5BRK/BBERKSHIRE HATHAWAY INC DELhistory →Equities3.41%$7M24.6K
6HDHOME DEPOT INC COMhistory →Equities2.60%$5M15.6K
7AMGNAMGEN INC COMhistory →Equities2.48%$5M23.0K
8GOOGALPHABET INChistory →Equities1.97%$4M1.5K
9CSCOCISCO SYSTEMS INChistory →Equities1.79%$4M64.9K
10AMZNAMAZON COM INChistory →Equities1.69%$3M1.0K
11DISDISNEY WALT CO DISNEY COMhistory →Equities1.64%$3M19.2K
12JNJJOHNSON & JOHNSON COMhistory →Equities1.59%$3M19.4K
13CVSCVS HEALTH CORP COMhistory →Equities1.55%$3M36.1K
14ISRGINTUITIVE SURGICAL INC COM NEWhistory →Equities1.52%$3M3.0K
15COSTCOSTCO WHOLESALE CORP NEW COMhistory →Equities1.47%$3M6.5K
16CNXCNX RESOURCES CORPORATIONhistory →Equities1.44%$3M225.7K
17INGRINGREDION INChistory →Equities1.33%$3M29.6K
18PHPARKER HANNIFIN CORP COMhistory →Equities1.31%$3M9.2K
19BNYBANK NEW YORK MELLON CORPhistory →Equities1.26%$2M48.0K
20FSC1EUROAKTREE SPECIALTY LENDINGhistory →Equities1.19%$2M332.1K
21BABOEING CO COMhistory →Equities1.16%$2M10.4K
22JPMJP MORGAN CHASE & CO COMhistory →Equities1.13%$2M13.6K
23LBAIUSDLAKELAND BANCORP INC COMhistory →Equities1.10%$2M122.9K
24PEPPEPSICO INC COMhistory →Equities1.04%$2M13.6K
25MEDTRONIC PLCEquities1.01%$2M16.0K
26TROWPRICE T ROWE GROUP INCEquities1.00%$2M10.0K
27TAT&T INCEquities0.95%$2M69.5K
28MCDMCDONALDS CORPEquities0.93%$2M7.6K
29PGPROCTER & GAMBLE CO COMEquities0.91%$2M12.9K
30IBMINTERNATIONAL BUSINESS MACHSEquities0.83%$2M11.8K
31KOCOCA COLA COMPANYEquities0.80%$2M30.2K
32GPKGRAPHIC PACKAGING HOLDINGEquities0.78%$2M80.8K
33WMTWALMART INCEquities0.75%$1M10.6K
34BXBLACKSTONE INCEquities0.72%$1M12.3K
35CHVCHEVRON CORP NEW COMEquities0.66%$1M12.9K
36BACBANK OF AMERICA CORPORATION COMEquities0.65%$1M30.3K
37METAFACEBOOK INCEquities0.65%$1M3.8K
38LIBERTY LATIN AMERICA LTDEquities0.64%$1M96.4K
39DISCKUSDDISCOVERY INCEquities0.63%$1M51.5K
40BMYBRISTOL MYERS SQUIBB CO COMEquities0.62%$1M20.8K
41INTCINTEL CORP COMEquities0.61%$1M22.6K
42MTGMGIC INVESTMENT CORPEquities0.61%$1M80.1K
43ADPAUTOMATIC DATA PROCESSINGEquities0.60%$1M5.9K
44ZTSZOETIS INCEquities0.58%$1M5.9K
45STWDSTARWOOD PROPERTY TRUST INCEquities0.57%$1M46.3K
46CRMSALESFORCEEquities0.53%$1M3.9K
47SDASEALED AIR CORP NEWEquities0.53%$1M19.0K
48NESTLE SA SPONSORED ADREquities0.52%$1M8.6K
49KIOKKR INCOME OPPORTUNITIES FUNDEquities0.52%$1M63.0K
50MHKMOHAWK INDUSTRIES INCEquities0.52%$1M5.8K

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 ↗.