SEC 13F Intelligence

Managers / Q1 2026

Buckland Partners Management Co LLC

CIK 0002074628 · 500 MAMARONECK AVE, SUITE 212, HARRISON, NY, 10528 · 9143411420

Reported Value
$165M
Q1 2026
Positions
91
Filings on Record
2
2019–present window
Filed
May 15, 2026
original filing

Summary

Buckland Partners Management Co LLC reported $165M in U.S.-listed holdings across 91 positions for Q1 2026.

Its largest position, SNPS, represents 7.9% of the portfolio.

Compared with Q4 2025, the fund opened 8 new positions and exited 21.

Portfolio Metrics

Turnover
+9.5%
vs prior filed quarter
Top-10 Concentration
+41.1%
share of reported value
Largest Position
+7.9%
Synopsys
New / Exited
8 / 21
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 ’25: $180MQ4 ’25Q1 ’26: $165MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 88.4%Other: 6.0%ADR: 3.4%REIT: 2.1%
  • Common Stock · 88.4% · $146M
  • Other · 6.0% · $10M
  • ADR · 3.4% · $6M
  • REIT · 2.1% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AMCOR PLCNEW+50.8K50.8K+$2M$2M
260CENTESSA PHARMACEUTICALS PLCNEW+30.0K30.0K+$1M$1M
BXBLACKSTONE GROUP INCNEW+10.0K10.0K+$1M$1M
KEYKEYCORPNEW+40.0K40.0K+$802,000$802,000
ONDSONDAS INCNEW+48.0K48.0K+$433,920$433,920
BEBLOOM ENERGY CORPNEW+1.5K1.5K+$203,235$203,235
SAILSAILPOINT INCNEW+12.0K12.0K+$158,880$158,880
NAVNNAVAN, INC.NEW+10.0K10.0K+$132,400$132,400

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

Holdings — Q1 2026

50 positions
#IssuerClass% PortfolioValueShares
1SNPSSYNOPSYS, INChistory →COM7.94%$13M33.0K
2CRSCARPENTER TECHNOLOGY INChistory →COM6.69%$11M28.0K
3WRBW.R. BERKLEY CORPORATIONhistory →COM5.97%$10M148.5K
4AAPLAPPLE INChistory →COM4.68%$8M30.4K
5TSCOTRACTOR SUPPLY COMPANYhistory →COM3.43%$6M125.0K
6SLGNSILGAN HOLDINGS INChistory →COM3.27%$5M138.8K
7CFGCITIZENS FINANCIAL GROUP, INChistory →COM2.62%$4M72.0K
8ADIANALOG DEVICES, INChistory →COM2.30%$4M11.9K
9MRTNMARTEN TRANSPORT LTDhistory →COM2.13%$4M267.6K
10HWMHOWMET AEROSPACE INChistory →COM2.10%$3M15.0K
11GSGOLDMAN SACHS GROUP, INChistory →COM2.05%$3M4.0K
12IRON MOUNTAIN INCORPORATEDCOM1.87%$3M30.0K
13METAMETA PLATFORMS INChistory →CLASS A1.74%$3M5.0K
14ASML HOLDING N.V.N Y REGISTRY SHARES1.72%$3M2.1K
15BLD*TOPBUILD CORP.history →COM1.70%$3M8.0K
16MASMASCO CORPORATIONhistory →COM1.65%$3M45.0K
17CGCARLYLE GROUP INChistory →COM1.60%$3M54.4K
18MSGSMADISON SQUARE GARDEN SPORTS CORPhistory →CLASS A1.56%$3M8.0K
19LLOEWS CORPORATIONhistory →COM1.55%$3M24.0K
20EXMOCEXXON MOBIL CORPORATIONhistory →COM1.47%$2M14.2K
21GPCRSTRUCTURE THERAPEUTICS INC ADRhistory →SPONSORED ADS1.46%$2M50.0K
22PANWPALO ALTO NETWORKS INChistory →COM1.30%$2M13.4K
23JPMJPMORGAN CHASE & COhistory →COM1.25%$2M7.0K
24TSMTAIWAN SEMICONDUCTOR MFGhistory →SPONSORED ADS1.23%$2M6.0K
25AMCOR PLCORD1.22%$2M50.8K
26GOOGLALPHABET INChistory →CLASS A1.22%$2M7.0K
27STAR BULK CARRIERS CORP.SHS PAR1.18%$2M84.6K
28ENQENTEGRIS, INChistory →COM1.17%$2M16.5K
29TKRTHE TIMKEN COMPANYhistory →COM1.16%$2M19.0K
30BKRBAKER HUGHES COhistory →COM1.11%$2M30.0K
31LHXL3HARRIS TECHNOLOGIES INChistory →COM1.08%$2M5.2K
32HONGBPHONEYWELL INTL INChistory →COM1.03%$2M7.5K
33SOLSSOLSTICE ADVANCED MATERIALS INChistory →COM SHS1.01%$2M21.9K
34FFORD MOTOR COMPANYhistory →COM1.00%$2M143.0K
35GEVGE VERNOVA LLCCOM0.96%$2M1.8K
36GENERAL ELECTRIC COMPANYCOM0.91%$1M5.3K
37CRMSALESFORCE INCCOM0.90%$1M7.9K
38BLDRBUILDERS FIRSTSOURCE, INCCOM0.85%$1M17.1K
39INTCINTEL CORPORATIONCOM0.80%$1M30.0K
40DKNGDRAFTKINGS INCCOM0.79%$1M60.0K
41BATRKATLANTA BRAVES HOLDINGS INCCOM SER C0.79%$1M30.3K
42MSFTMICROSOFT CORPORATIONCOM0.77%$1M3.5K
43ALABASTERA LABS, INCCOM0.73%$1M11.0K
44260CENTESSA PHARMACEUTICALS PLCSPONSORED ADS0.72%$1M30.0K
45CSCOCISCO SYSTEMS, INCCOM0.71%$1M15.0K
46BXBLACKSTONE GROUP INCCOM0.70%$1M10.0K
47KKRKKR & CO. INCCOM0.67%$1M12.0K
48ORCLORACLE CORPORATIONCOM0.67%$1M7.5K
49TOLTOLL BROTHERS, INCCOM0.66%$1M8.0K
50DISWALT DISNEY COMPANYCOM0.66%$1M11.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$165M91May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$180M104Feb 17, 202613F-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 ↗.