Buckland Partners Management Co LLC

Holdings as of 2026-06-30, filed 2026-08-07

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 38 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
97
Value reported by manager
$204.2M
Sum of our stored positions
$204.2M
should match the line above
Disclosure lag
38 d
quarter end to filing
Top 5 concentration
28.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

97 largest shown
IssuerClassValueSharesTypeCUSIP
CARPENTER TECHNOLOGY INCCOM$17.3M28,000144285103
SYNOPSYS, INCCOM$14.7M33,000871607107
W.R. BERKLEY CORPORATIONCOM$10.6M148,500084423102
APPLE INCCOM$8.8M30,400037833100
SILGAN HOLDINGS INCCOM$6.4M138,800827048109
ASTERA LABS, INCCOM$5.3M11,00004626A103
CITIZENS FINANCIAL GROUP, INCCOM$5M72,000174610105
ANALOG DEVICES, INCCOM$4.7M11,927032654105
MARTEN TRANSPORT LTDCOM$4.6M267,594573075108
PALO ALTO NETWORKS INCCOM$4.6M13,600697435105
ASML HOLDING N.V.N Y REGISTRY SHARES$4.3M2,150N07059210
INTEL CORPORATIONCOM$4.2M30,000458140100
GOLDMAN SACHS GROUP, INCCOM$4M4,00038141G104
HOWMET AEROSPACE INCCOM$4M15,000443201108
TRACTOR SUPPLY COMPANYCOM$4M125,000892356106
IRON MOUNTAIN INCORPORATEDCOM$3.8M30,00046284V101
MASCO CORPORATIONCOM$3.7M45,000574599106
MADISON SQUARE GARDEN SPORTS CORPCLASS A$3.2M8,00055825T103
ENTEGRIS, INCCOM$3M16,50029362U104
TAIWAN SEMICONDUCTOR MFGSPONSORED ADS$2.9M6,000874039100
TOPBUILD CORP.COM$2.8M8,00089055F103
META PLATFORMS INCCLASS A$2.8M5,00030303M102
THE TIMKEN COMPANYCOM$2.8M19,000887389104
LOEWS CORPORATIONCOM$2.7M24,000540424108
STRUCTURE THERAPEUTICS INCSPONSORED ADS$2.7M50,00086366E106
ALPHABET INCCLASS A$2.5M7,00002079K305
JPMORGAN CHASE & COCOM$2.3M7,00046625H100
CARLYLE GROUP INCCOM$2.3M54,40014316J108
AMCOR PLCORD$2.2M50,750G0250X149
GE VERNOVA LLCCOM$2.1M1,81236828A101
STAR BULK CARRIERS CORP.SHS PAR$2.1M84,590Y8162K204
FORD MOTOR COMPANYCOM$2M143,000345370860
GENERAL ELECTRIC COMPANYCOM$2M5,250369604301
EXXON MOBIL CORPORATIONCOM$1.9M14,24230233Q108
SOLSTICE ADVANCED MATERIALS INCCOM SHS$1.9M21,87583443Q103
CISCO SYSTEMS, INCCOM$1.8M15,00017275R102
BAKER HUGHES COCOM$1.7M30,00005722G100
ATLANTA BRAVES HOLDINGS INCCOM SER C$1.6M30,319047726302
SALESFORCE INCCOM$1.6M9,93279466L302
BUILDERS FIRSTSOURCE, INCCOM$1.5M17,10012008R107
DRAFTKINGS INCCOM$1.5M60,00026142V105
L3HARRIS TECHNOLOGIES INCCOM$1.5M5,175502431109
JFROG LTDORD SHS$1.5M16,000M6191J100
RUBRIK, INCCOM$1.4M17,000781154109
TOLL BROTHERS, INCCOM$1.3M8,000889478103
SNOWFLAKE INCCLASS A$1.3M5,100833445109
OKTA, INCCLASS A$1.3M9,500679295105
MICROSOFT CORPORATIONCOM$1.3M3,450594918104
PALANTIR TECHNOLOGIES INCCL A$1.2M10,70069608A108
AMETEK INC (NEW)COM$1.2M5,000031100100
BLACKSTONE GROUP INCCOM$1.2M10,00009260D107
KKR & CO. INCCOM$1.1M12,00048251W104
ORACLE CORPORATIONCOM$1.1M7,50068389X105
WALT DISNEY COMPANYCOM$1.1M11,223254687106
ADVANCED MICRO DEVICES, INCCOM$1M1,800007903107
HONEYWELL INTERNATIONAL INCCOM$1M4,650438516205
HENRY SCHEIN INCCOM$1M12,400806407102
MICROCHIP TECHNOLOGY INCORPORATEDCOM$1M11,000595017104
MATADOR RES COCOM$995.6K20,000576485205
KEYCORPCOM$922K40,000493267108
SPOTIFY TECHNOLOGY S.A.SHS$918.3K2,000L8681T102
PARK AEROSPACE CORP.COM$804.8K21,09170014A104
ADOBE INCCOM$779.1K3,80000724F101
FORTUNE BRANDS INNOVATIONS INCCOM$768.6K14,00034964C106
UIPATH, INCCLASS A$760.9K70,00090364P105
COREWEAVE, INCCOM CL A$716.7K7,20021873S108
FERRARI N.V.COM$707.4K1,900N3167Y103
PAYLOCITY HOLDING CORPORATIONCOM$700.4K6,70070438V106
CONOCOPHILLIPSCOM$694.5K6,68020825C104
ZOOM COMMUNICATIONS INCCLASS A$690.5K8,00098980L101
DANAHER CORPORATIONCOM$668.1K3,500235851102
DATADOG, INCCLASS A$650.9K2,50023804L103
MAGNITE, INCCOM$596.8K31,44655955D100
SERVICENOW INCCOM$595.7K6,00081762P102
CTO REALTY GROWTH, INCCOM$516.2K24,00022948Q101
DOCUSIGN, INCCOM$510.8K11,500256163106
LIBERTY GLOBAL LTDCOM CL C$510K46,360G61188127
PEGASYSTEMS INCCOM$509.5K17,000705573103
GITLAB INCCLASS A COM$488.5K16,00037637K108
ONDAS INCCOM$477.9K58,00068236H204
BLOOM ENERGY CORPCOM CL A$454.1K1,500093712107
COMMVAULT SYSTEMS, INCCOM$425.2K3,000204166102
NVIDIA CORPORATIONCOM$400.2K2,00067066G104
CROWDSTRIKE HOLDINGS, INCCL A$381.6K50022788C105
ALPHABET INCCLASS C$353.3K1,00002079K107
D.R. HORTON, INCCOM$325.8K2,00023331A109
IONQ INCCOM$319.6K6,00046222L108
PROGRESS SOFTWARE CORPCOM$235.1K7,000743312100
NAVAN, INCCL A$228.7K10,000639193101
LULULEMON ATHLETICA INCCOM$228.4K2,000550021109
FIGMA, INCCLASS A$220.7K12,200316841105
SAILPOINT INCCOM$219.6K15,00078781J109
CRISPR THERAPEUTICS AGNAMEN AKT$218.2K4,000H17182108
TESLA, INCCOM$210.3K50088160R101
LIBERTY GLOBAL LTDCOM CL A$206K18,120G61188101
MASTERBRAND INCCOM$144.1K14,00057638P104
BITGO HOLDINGS INCCOM SHS CL A$82.9K16,000091947101
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-07

Buckland Partners Management Co LLC — 97 positions reported for 2026Q2 — Tapewire