Buckland Partners Management Co LLC 13F Holdings · Q2 2026
Buckland Partners Management Co LLC reported 97 securities worth $204.18M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CRS (8.46%), SNPS (7.21%), WRB (5.17%). Among its top 25 positions this quarter: 1 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRS | CARPENTER TECHNOLOGY INC | $17.3M | 8.46% | 28,000 | Hold |
| 2 | SNPS | SYNOPSYS, INC | $14.7M | 7.21% | 33,000 | Hold |
| 3 | WRB | W.R. BERKLEY CORPORATION | $10.6M | 5.17% | 148,500 | Hold |
| 4 | AAPL | APPLE INC | $8.8M | 4.31% | 30,400 | Hold |
| 5 | SLGN | SILGAN HOLDINGS INC | $6.4M | 3.15% | 138,800 | Hold |
| 6 | ALAB | ASTERA LABS, INC | $5.3M | 2.60% | 11,000 | Hold |
| 7 | CFG | CITIZENS FINANCIAL GROUP, INC | $5.0M | 2.47% | 72,000 | Hold |
| 8 | ADI | ANALOG DEVICES, INC | $4.7M | 2.32% | 11,927 | Hold |
| 9 | MRTN | MARTEN TRANSPORT LTD | $4.6M | 2.27% | 267,594 | Hold |
| 10 | PANW | PALO ALTO NETWORKS INC | $4.6M | 2.27% | 13,600 | Added |
| 11 | ASML | ASML HOLDING N.V. | $4.3M | 2.09% | 2,150 | Hold |
| 12 | INTC | INTEL CORPORATION | $4.2M | 2.05% | 30,000 | Hold |
| 13 | GS | GOLDMAN SACHS GROUP, INC | $4.0M | 1.98% | 4,000 | Hold |
| 14 | HWM | HOWMET AEROSPACE INC | $4.0M | 1.98% | 15,000 | Hold |
| 15 | TSCO | TRACTOR SUPPLY COMPANY | $4.0M | 1.94% | 125,000 | Hold |
| 16 | IRM | IRON MOUNTAIN INCORPORATED | $3.8M | 1.87% | 30,000 | Hold |
| 17 | MAS | MASCO CORPORATION | $3.7M | 1.79% | 45,000 | Hold |
| 18 | MSGS | MADISON SQUARE GARDEN SPORTS CORP | $3.2M | 1.57% | 8,000 | Hold |
| 19 | ENTG | ENTEGRIS, INC | $3.0M | 1.45% | 16,500 | Hold |
| 20 | TSM | TAIWAN SEMICONDUCTOR MFG | $2.9M | 1.41% | 6,000 | Hold |
| 21 | BLD | TOPBUILD CORP. | $2.8M | 1.39% | 8,000 | Hold |
| 22 | META | META PLATFORMS INC | $2.8M | 1.38% | 5,000 | Hold |
| 23 | TKR | THE TIMKEN COMPANY | $2.8M | 1.35% | 19,000 | Hold |
| 24 | L | LOEWS CORPORATION | $2.7M | 1.33% | 24,000 | Hold |
| 25 | GPCR | STRUCTURE THERAPEUTICS INC | $2.7M | 1.31% | 50,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR