Buckland Partners Management Co Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 7, 2026, Buckland Partners Management Co Llc disclosed 96 stock positions valued at approximately $204.18M as of quarter-end June 30, 2026. The largest holdings include CARPENTER TECHNOLOGY INC, SYNOPSYS, INC, and W.R. BERKLEY CORPORATION.

Report Period
June 30, 2026
No. of Stocks
96
Portfolio Value
$204.18M
Holdings by Sector
Buckland Partners Management Co Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CARPENTER TECHNOLOGY INCCRSIndustrials8.46%28,000--$17,271,520
SYNOPSYS, INCSNPSTechnology7.21%33,000--$14,720,310
W.R. BERKLEY CORPORATIONWRBFinancial Services5.17%148,500--$10,562,805
APPLE INCAAPLTechnology4.31%30,400--$8,796,544
SILGAN HOLDINGS INCSLGNConsumer Cyclical3.15%138,800--$6,438,932
ASTERA LABS, INCALABTechnology2.60%11,000--$5,313,220
CITIZENS FINANCIAL GROUP, INCCFGFinancial Services2.47%72,000--$5,045,040
ANALOG DEVICES, INCADITechnology2.32%11,927--$4,737,047
MARTEN TRANSPORT LTDMRTNIndustrials2.27%267,594--$4,642,756
PALO ALTO NETWORKS INCPANWTechnology2.27%13,600+200+1.49%$4,637,872
ASML HOLDING N.V.ASMLOther2.09%2,150--$4,277,296
INTEL CORPORATIONINTCTechnology2.05%30,000--$4,188,900
GOLDMAN SACHS GROUP, INCGSFinancial Services1.98%4,000--$4,045,480
HOWMET AEROSPACE INCHWMIndustrials1.98%15,000--$4,032,900
TRACTOR SUPPLY COMPANYTSCOConsumer Cyclical1.94%125,000--$3,951,250
IRON MOUNTAIN INCORPORATEDIRMReal Estate1.87%30,000--$3,815,220
MASCO CORPORATIONMASIndustrials1.79%45,000--$3,661,650
MADISON SQUARE GARDEN SPORTS CORPMSGSCommunication Services1.57%8,000--$3,214,720
ENTEGRIS, INCENTGTechnology1.45%16,500--$2,967,690
TAIWAN SEMICONDUCTOR MFGTSMTechnology1.41%6,000--$2,869,872
TOPBUILD CORP.BLDIndustrials1.39%8,000--$2,836,240
META PLATFORMS INCMETACommunication Services1.38%5,000--$2,816,450
THE TIMKEN COMPANYTKRIndustrials1.35%19,000--$2,761,080
LOEWS CORPORATIONLFinancial Services1.33%24,000--$2,717,040
STRUCTURE THERAPEUTICS INCGPCRHealthcare1.31%50,000--$2,683,500
ALPHABET INCGOOGLCommunication Services1.23%7,000--$2,501,590
JPMORGAN CHASE & COJPMFinancial Services1.12%7,000--$2,291,310
CARLYLE GROUP INCCGFinancial Services1.12%54,400--$2,290,784
GE VERNOVA LLCGEVUtilities1.04%1,812--$2,129,752
STAR BULK CARRIERS CORP.SBLKIndustrials1.03%84,590--$2,112,212
Showing 30 of 96 holdings in the latest reporting period.