SEC 13F Intelligence

Managers / Q4 2021 · view latest →

Highlander Capital Management, LLC

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

Reported Value
$216M
Q4 2021
Positions
621
Filings on Record
22
2019–present window
Filed
Feb 14, 2022
original filing

Summary

Highlander Capital Management, LLC reported $216M in U.S.-listed holdings across 621 positions for Q4 2021.

Its largest position, UNH, represents 5.7% of the portfolio.

Compared with Q3 2021, the fund opened 27 new positions and exited 25.

Portfolio Metrics

Turnover
+2.8%
vs prior filed quarter
Top-10 Concentration
+33.4%
share of reported value
Largest Position
+5.7%
Unitedhealth
New / Exited
27 / 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: 83.4%US DOMESTIC: 3.6%ETP: 2.2%Other: 1.9%Closed-End Fund: 1.7%Other: 7.1%
  • Common Stock · 83.4% · $180M
  • US DOMESTIC · 3.6% · $8M
  • ETP · 2.2% · $5M
  • Other · 1.9% · $4M
  • Closed-End Fund · 1.7% · $4M
  • Other · 7.1% · $15M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ZGZILLOW GROUP INCNEW+6.7K6.7K+$414,000$414,000
ALBERTSONS INC MEDIUM TERMNEW+346.0K346.0K+$381,000$381,000
FIVNFIVE9 INCNEW+1.2K1.2K+$168,000$168,000
BRIGHT HEALTH GROUP INCNEW+42.4K42.4K+$146,000$146,000
EPDENTERPRISE PRODS PARTNERS L PNEW+6.0K6.0K+$132,000$132,000
COCOVITA COCO COMPANYNEW+10.1K10.1K+$113,000$113,000
B RILEY FINL INC SR NTNEW+3.0K3.0K+$76,000$76,000
SEDGSOLAREDGE TECHNOLOGIES INCNEW+200200+$56,000$56,000

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

Holdings — Q4 2021

50 positions
#IssuerClass% PortfolioValueShares
1UNHUNITEDHEALTH GROUP INChistory →Equities5.68%$12M24.4K
2AAPLAPPLE INC COMhistory →Equities5.22%$11M63.5K
3MSFTMICROSOFT CORP COMhistory →Equities4.84%$10M31.1K
4BRK/BBERKSHIRE HATHAWAY INC DELhistory →Equities3.44%$7M24.8K
5SYKSTRYKER CORP COMMONhistory →Equities3.38%$7M27.3K
6HDHOME DEPOT INC COMhistory →Equities2.96%$6M15.4K
7AMGNAMGEN INC COMhistory →Equities2.40%$5M23.0K
8GOOGALPHABET INChistory →Equities1.92%$4M1.4K
9CSCOCISCO SYSTEMS INChistory →Equities1.87%$4M63.8K
10COSTCOSTCO WHOLESALE CORP NEW COMhistory →Equities1.70%$4M6.5K
11CVSCVS HEALTH CORP COMhistory →Equities1.68%$4M35.2K
12AMZNAMAZON COM INChistory →Equities1.55%$3M1.0K
13JNJJOHNSON JOHNSON COMhistory →Equities1.51%$3M19.1K
14ISRGINTUITIVE SURGICAL INC COM NEWhistory →Equities1.51%$3M9.1K
15CNXCNX RESOURCES CORPORATIONhistory →Equities1.44%$3M225.5K
16DISDISNEY WALT CO DISNEY COMhistory →Equities1.41%$3M19.7K
17PHPARKER HANNIFIN CORP COMhistory →Equities1.34%$3M9.1K
18INGRINGREDION INChistory →Equities1.33%$3M29.8K
19BNYBANK NEW YORK MELLON CORPhistory →Equities1.29%$3M48.0K
20FSC1EUROAKTREE SPECIALTY LENDINGhistory →Equities1.15%$2M333.6K
21PEPPEPSICO INC COMhistory →Equities1.10%$2M13.6K
22LBAIUSDLAKELAND BANCORP INChistory →Equities1.04%$2M117.9K
23JPMJP MORGAN CHASE & CO COMEquities0.98%$2M13.4K
24PGPROCTER GAMBLE CO COMEquities0.98%$2M12.9K
25TROWPRICE T ROWE GROUP INCEquities0.91%$2M10.0K
26MCDMCDONALDS CORPEquities0.91%$2M7.3K
27BABOEING CO COMEquities0.90%$2M9.7K
28KOCOCA COLA COMPANYEquities0.83%$2M30.2K
29IBMINTERNATIONAL BUSINESSEquities0.81%$2M13.1K
30MEDTRONIC PLCEquities0.76%$2M16.0K
31GPKGRAPHIC PACKAGING HOLDINGEquities0.74%$2M82.2K
32BXBLACKSTONE INCEquities0.73%$2M12.2K
33TAT&T INCEquities0.72%$2M62.8K
34WMTWALMART INCEquities0.71%$2M10.6K
35CHVCHEVRON CORP NEW COMEquities0.69%$1M12.7K
36ADPAUTOMATIC DATA PROCESSING INC COMEquities0.67%$1M5.9K
37BACBANK OF AMERICA CORPORATIONEquities0.63%$1M30.3K
38MHKMOHAWK INDUSTRIES INCEquities0.62%$1M7.4K
39BMYBRISTOL MYERS SQUIBB CO COMEquities0.62%$1M21.5K
40INTCINTEL CORP COMEquities0.60%$1M25.4K
41CWHCAMPING WORLD HOLDINGS INCEquities0.59%$1M31.6K
42METAMETA PLATFORMS INCEquities0.58%$1M3.8K
43DISCKUSDDISCOVERY INCEquities0.58%$1M55.2K
44SDASEALED AIR CORP NEWEquities0.58%$1M18.6K
45ZTSZOETIS INCEquities0.58%$1M5.1K
46NESTLE SAEquities0.56%$1M8.6K
47NVDANVIDIA CORPEquities0.55%$1M4.1K
48CCCHEMOURS COMPANYEquities0.52%$1M33.5K
49STWDSTARWOOD PROPERTY TRUST INCEquities0.52%$1M46.1K
50MTGMGIC INVESTMENT CORPEquities0.52%$1M77.6K

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 ↗.