Buckland Partners Management Co LLC 13F 持仓 · 2026年Q2
Buckland Partners Management Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 97 只证券，申报市值合计 2.04 亿美元。前几大持仓：CRS（8.46%）、SNPS（7.21%）、WRB（5.17%）。本季前 25 大持仓中：增持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CRS | CARPENTER TECHNOLOGY INC | $17.3M | 8.46% | 28,000 | 持平 |
| 2 | SNPS | SYNOPSYS, INC | $14.7M | 7.21% | 33,000 | 持平 |
| 3 | WRB | W.R. BERKLEY CORPORATION | $10.6M | 5.17% | 148,500 | 持平 |
| 4 | AAPL | APPLE INC | $8.8M | 4.31% | 30,400 | 持平 |
| 5 | SLGN | SILGAN HOLDINGS INC | $6.4M | 3.15% | 138,800 | 持平 |
| 6 | ALAB | ASTERA LABS, INC | $5.3M | 2.60% | 11,000 | 持平 |
| 7 | CFG | CITIZENS FINANCIAL GROUP, INC | $5.0M | 2.47% | 72,000 | 持平 |
| 8 | ADI | ANALOG DEVICES, INC | $4.7M | 2.32% | 11,927 | 持平 |
| 9 | MRTN | MARTEN TRANSPORT LTD | $4.6M | 2.27% | 267,594 | 持平 |
| 10 | PANW | PALO ALTO NETWORKS INC | $4.6M | 2.27% | 13,600 | 增持 |
| 11 | ASML | ASML HOLDING N.V. | $4.3M | 2.09% | 2,150 | 持平 |
| 12 | INTC | INTEL CORPORATION | $4.2M | 2.05% | 30,000 | 持平 |
| 13 | GS | GOLDMAN SACHS GROUP, INC | $4.0M | 1.98% | 4,000 | 持平 |
| 14 | HWM | HOWMET AEROSPACE INC | $4.0M | 1.98% | 15,000 | 持平 |
| 15 | TSCO | TRACTOR SUPPLY COMPANY | $4.0M | 1.94% | 125,000 | 持平 |
| 16 | IRM | IRON MOUNTAIN INCORPORATED | $3.8M | 1.87% | 30,000 | 持平 |
| 17 | MAS | MASCO CORPORATION | $3.7M | 1.79% | 45,000 | 持平 |
| 18 | MSGS | MADISON SQUARE GARDEN SPORTS CORP | $3.2M | 1.57% | 8,000 | 持平 |
| 19 | ENTG | ENTEGRIS, INC | $3.0M | 1.45% | 16,500 | 持平 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MFG | $2.9M | 1.41% | 6,000 | 持平 |
| 21 | BLD | TOPBUILD CORP. | $2.8M | 1.39% | 8,000 | 持平 |
| 22 | META | META PLATFORMS INC | $2.8M | 1.38% | 5,000 | 持平 |
| 23 | TKR | THE TIMKEN COMPANY | $2.8M | 1.35% | 19,000 | 持平 |
| 24 | L | LOEWS CORPORATION | $2.7M | 1.33% | 24,000 | 持平 |
| 25 | GPCR | STRUCTURE THERAPEUTICS INC | $2.7M | 1.31% | 50,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR