SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Highlander Capital Management, LLC

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

Reported Value
$186M
Q2 2022
Positions
656
Filings on Record
22
2019–present window
Filed
Aug 15, 2022
original filing

Summary

Highlander Capital Management, LLC reported $186M in U.S.-listed holdings across 656 positions for Q2 2022.

Its largest position, UNH, represents 7.0% of the portfolio.

Compared with Q1 2022, the fund opened 53 new positions and exited 37.

Portfolio Metrics

Turnover
+4.5%
vs prior filed quarter
Top-10 Concentration
+32.9%
share of reported value
Largest Position
+7.0%
Unitedhealth Group Inc Com
New / Exited
53 / 37
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: 4.0%ETP: 2.9%GLOBAL: 2.7%Other: 2.0%Other: 7.7%
  • Common Stock · 80.6% · $150M
  • US DOMESTIC · 4.0% · $8M
  • ETP · 2.9% · $5M
  • GLOBAL · 2.7% · $5M
  • Other · 2.0% · $4M
  • Other · 7.7% · $14M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
UHALAMERCONEW+3.0K3.0K+$1M$1M
WBDWARNER BROS DISCOVERY INCNEW+102.5K102.5K+$1M$1M
OCCIDENTAL PETROLEUM CORPNEW+490.0K490.0K+$496,000$496,000
COOPER TIRE & RUBBER CONEW+320.0K320.0K+$323,000$323,000
FIRST CTZNS BK & TRNEW+215.0K215.0K+$228,000$228,000
SCOTTS COMPANYNEW+240.0K240.0K+$222,000$222,000
VANGUARD SCOTTSDALE FUNDSNEW+3.0K3.0K+$210,000$210,000
NEWELL BRANDS INCNEW+195.0K195.0K+$185,000$185,000

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

Holdings — Q2 2022

50 positions
#IssuerClass% PortfolioValueShares
1UNHUNITEDHEALTH GROUP INC COMhistory →Equities6.95%$13M25.1K
2AAPLAPPLE INC COMhistory →Equities4.48%$8M60.9K
3MSFTMICROSOFT CORP COMhistory →Equities3.98%$7M28.8K
4BRK/BBERKSHIRE HATHAWAY INC DELhistory →Equities3.64%$7M24.7K
5AMGNAMGEN INC COMhistory →Equities3.00%$6M22.9K
6SYKSTRYKER CORP COMMONhistory →Equities2.92%$5M27.3K
7HDHOME DEPOT INC COMhistory →Equities2.28%$4M15.5K
8CNXCNX RESOURCES CORPORATIONhistory →Equities2.01%$4M226.4K
9JNJJOHNSON & JOHNSON COMhistory →Equities1.83%$3M19.1K
10GOOGALPHABET INChistory →Equities1.78%$3M1.5K
11COSTCOSTCO WHOLESALE CORP NEW COMhistory →Equities1.69%$3M6.5K
12CVSCVS HEALTH CORP COMhistory →Equities1.63%$3M32.6K
13CSCOCISCO SYS INC COMhistory →Equities1.46%$3M63.6K
14INGRINGREDION INChistory →Equities1.42%$3M30.0K
15PEPPEPSICO INC COMhistory →Equities1.21%$2M13.5K
16PHPARKER HANNIFIN CORPhistory →Equities1.21%$2M9.1K
17BNYBANK NEW YORK MELLON CORPhistory →Equities1.09%$2M48.6K
18AMZNAMAZONhistory →Equities1.09%$2M19.0K
19KOCOCA COLA COMPANYhistory →Equities1.02%$2M30.2K
20DISDISNEY WALT CO DISNEY COMhistory →Equities1.00%$2M19.8K
21PGPROCTER & GAMBLE CO COMEquities1.00%$2M12.9K
22ISRGINTUITIVE SURGICAL INC COM NEWEquities0.98%$2M9.1K
23MCDMCDONALDS CORPEquities0.96%$2M7.2K
24FSC1EUROAKTREE SPECIALTY LENDINGEquities0.96%$2M271.0K
25CHVCHEVRON CORP NEW COMEquities0.94%$2M12.0K
26LBAIUSDLAKELAND BANCORP INCEquities0.93%$2M117.9K
27GPKGRAPHIC PACKAGING HOLDINGEquities0.91%$2M82.6K
28BMYBRISTOL MYERS SQUIBB CO COMEquities0.89%$2M21.4K
29JPMJPMORGAN CHASEEquities0.80%$1M13.3K
30BABOEING CO COMEquities0.79%$1M10.7K
31MEDTRONIC PLCEquities0.78%$1M16.1K
32UHALAMERCOEquities0.77%$1M3.0K
33WBDWARNER BROS DISCOVERY INCEquities0.74%$1M102.5K
34WMTWALMART INCEquities0.69%$1M10.6K
35ADPAUTOMATIC DATA PROCESSING INCEquities0.67%$1M5.9K
36IBMINTERNATIONAL BUSINESS MACHSEquities0.66%$1M8.7K
37CWHCAMPING WORLD HOLDINGS INCEquities0.66%$1M56.7K
38TROWPRICE T ROWE GROUP INCEquities0.61%$1M10.0K
39TAT&T INCEquities0.61%$1M53.7K
40BXBLACKSTONE INCEquities0.60%$1M12.2K
41ZTSZOETIS INCEquities0.59%$1M6.4K
42ENBENBRIDGE INCEquities0.59%$1M25.8K
43SDASEALED AIR CORP NEWEquities0.58%$1M18.6K
44AZOAUTOZONE INCEquities0.58%$1M500
45CCCHEMOURS COMPANYEquities0.58%$1M33.5K
46INTCINTEL CORP COMEquities0.55%$1M27.4K
47NESTLE SA SPONSOREDEquities0.54%$997,0008.6K
48STWDSTARWOOD PROPERTY TRUST INCEquities0.53%$981,00046.9K
49MTGMGIC INVESTMENT CORPEquities0.53%$978,00077.6K
50RSGREPUBLIC SERVICES INCEquities0.52%$968,0007.4K

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 ↗.