Buckland Partners Management Co LLC
13F Reported Value
ⓘ$164.9M
Holdings
91
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Buckland Partners Management Co LLC disclosed 91 positions worth $164.9M in its Form 13F-HR for Q1 2026, led by $SNPS (SYNOPSYS INC) at 7.9% of the equity portfolio, followed by $CRS and $WRB. During the quarter the fund opened 5 new positions and exited 18 — including a new stake in $CNTA and a full exit from $PYPL. The portfolio is most concentrated in Technology (36.8% of disclosed assets). All figures are sourced directly from Buckland Partners Management Co LLC’s Form 13F-HR filing with the SEC under CIK 2074628.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 63.1#701
Quality
$13.1M33,000 sh - 69.9#343
Quality
$11.0M28,000 sh - 71.8#245
Quality
$9.8M148,500 sh - 76.1
Quality
$7.7M30,400 sh - 60.7
Quality
$5.7M125,000 sh - 50.8
Quality
$5.4M138,800 sh - 68.8
Quality
$4.3M72,000 sh - 76.2
Quality
$3.8M11,927 sh - —
Quality
$3.5M267,594 sh - 79.1
Quality
$3.5M15,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SYNOPSYS INC$SNPS | 63.1#701 | $13.1M | 33,000 |
 CARPENTER TECHNOLOGY CORP$CRS | 69.9#343 | $11.0M | 28,000 |
 BERKLEY W R CORP$WRB | 71.8#245 | $9.8M | 148,500 |
 Apple Inc.$AAPL | 76.1 | $7.7M | 30,400 |
 TRACTOR SUPPLY CO /DE/$TSCO | 60.7 | $5.7M | 125,000 |
 SILGAN HOLDINGS INC$SLGN | 50.8 | $5.4M | 138,800 |
 CITIZENS FINANCIAL GROUP INC/RI$CFG | 68.8 | $4.3M | 72,000 |
 ANALOG DEVICES INC$ADI | 76.2 | $3.8M | 11,927 |
 MARTEN TRANSPORT LTD$MRTN | — | $3.5M | 267,594 |
 Howmet Aerospace Inc.$HWM | 79.1 | $3.5M | 15,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Buckland Partners Management Co LLC's 91 positions.
Showing top 10 of 91 holdings.
Sector Allocation
Technology
$60.6M
Financials
$27.9M
Industrials
$27.6M
Materials
$16.4M
Consumer Discretionary
$9.5M
Communication Services
$8.0M
Healthcare
$6.2M
Energy
$5.1M
Full Holdings — Buckland Partners Management Co LLC (Q1 2026)
All 91 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SNPS | SYNOPSYS INC | $13.1M | 7.9% | -7% | 63.1 |
| 2 | $CRS | CARPENTER TECHNOLOGY CORP | $11.0M | 6.7% | -10% | 69.9 |
| 3 | $WRB | BERKLEY W R CORP | $9.8M | 6.0% | +0% | 71.8 |
| 4 | $AAPL | Apple Inc. | $7.7M | 4.7% | +0% | 76.1 |
| 5 | $TSCO | TRACTOR SUPPLY CO /DE/ | $5.7M | 3.4% | +0% | 60.7 |
| 6 | $SLGN | SILGAN HOLDINGS INC | $5.4M | 3.3% | +0% | 50.8 |
| 7 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | $4.3M | 2.6% | +0% | 68.8 |
| 8 | $ADI | ANALOG DEVICES INC | $3.8M | 2.3% | +0% | 76.2 |
| 9 | $MRTN | MARTEN TRANSPORT LTD | $3.5M | 2.1% | +0% | — |
| 10 | $HWM | Howmet Aerospace Inc. | $3.5M | 2.1% | +0% | 79.1 |
| 11 |  $GS | GOLDMAN SACHS GROUP INC | $3.4M | 2.0% | +0% | — |
| 12 |  $IRM | IRON MOUNTAIN INC | $3.1M | 1.9% | +0% | 50.7 |
| 13 |  $META | Meta Platforms, Inc. | $2.9M | 1.7% | +0% | 80.9 |
| 14 |  $ASML | ASML HOLDING NV | $2.8M | 1.7% | +0% | — |
| 15 |  $BLD | QXO Insulation, LLC | $2.8M | 1.7% | +0% | 62 |
| 16 |  $MAS | MASCO CORP /DE/ | $2.7M | 1.6% | +0% | 59.9 |
| 17 |  $CG | Carlyle Group Inc. | $2.6M | 1.6% | +0% | 47.3 |
| 18 |  $MSGS | Madison Square Garden Sports Corp. | $2.6M | 1.6% | +0% | 46.5 |
| 19 |  $L | LOEWS CORP | $2.6M | 1.6% | +0% | 75.2 |
| 20 |  $XOM | EXXON MOBIL CORP | $2.4M | 1.5% | +0% | 61.8 |
| 21 |  $GPCR | Structure Therapeutics Inc. | $2.4M | 1.5% | +0% | — |
| 22 |  $PANW | Palo Alto Networks Inc | $2.1M | 1.3% | +3% | 66.5 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $2.1M | 1.3% | +0% | 35.6 |
| 24 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.0M | 1.2% | +0% | — |
| 25 |  $AMCR | Amcor plc | $2.0M | 1.2% | -80% | — |
| 26 |  $GOOG | Alphabet Inc. | $2.0M | 1.2% | +0% | 80.2 |
| 27 |  $SBLK | Star Bulk Carriers Corp. | $1.9M | 1.2% | +0% | — |
| 28 |  $ENTG | ENTEGRIS INC | $1.9M | 1.2% | +0% | 57.7 |
| 29 |  $TKR | TIMKEN CO | $1.9M | 1.2% | +0% | 50.7 |
| 30 |  $BKR | Baker Hughes Co | $1.8M | 1.1% | +0% | 63.4 |
| 31 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.8M | 1.1% | +0% | 66.5 |
| 32 |  $HON | HONEYWELL INTERNATIONAL INC | $1.7M | 1.0% | +0% | 65.7 |
| 33 |  $SOLS | Solstice Advanced Materials Inc. | $1.7M | 1.0% | +0% | — |
| 34 |  $F | FORD MOTOR CO | $1.7M | 1.0% | +0% | 58.5 |
| 35 |  $GEV | GE Vernova Inc. | $1.6M | 1.0% | +0% | 70.1 |
| 36 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.9% | +0% | 74.8 |
| 37 |  $CRM | Salesforce, Inc. | $1.5M | 0.9% | +255% | 75.2 |
| 38 |  $BLDR | Builders FirstSource, Inc. | $1.4M | 0.8% | +0% | 48.4 |
| 39 |  $INTC | INTEL CORP | $1.3M | 0.8% | +0% | 41.5 |
| 40 |  $DKNG | DraftKings Inc. | $1.3M | 0.8% | +0% | 54 |
| 41 |  $BATRA | Atlanta Braves Holdings, Inc. | $1.3M | 0.8% | +0% | 30.8 |
| 42 |  $MSFT | MICROSOFT CORP | $1.3M | 0.8% | +1% | 83.7 |
| 43 |  $ALAB | Astera Labs, Inc. | $1.2M | 0.7% | +0% | 77.7 |
| 44 |  $CNTA | Centessa Pharmaceuticals plc | $1.2M | 0.7% | NEW | — |
| 45 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.7% | +0% | 72.3 |
| 46 |  $BX | Blackstone Inc. | $1.1M | 0.7% | +67% | 68 |
| 47 |  $KKR | KKR & Co. Inc. | $1.1M | 0.7% | +0% | 49.8 |
| 48 |  $ORCL | ORACLE CORP | $1.1M | 0.7% | +36% | 67.2 |
| 49 |  $TOL | Toll Brothers, Inc. | $1.1M | 0.7% | +0% | 68.3 |
| 50 |  $DIS | Walt Disney Co | $1.1M | 0.7% | +0% | 68.9 |
| 51 |  $AME | AMETEK INC/ | $1.1M | 0.7% | +0% | 74.2 |
| 52 |  $SPOT | Spotify Technology S.A. | $969,820 | 0.6% | +0% | — |
| 53 |  $ADBE | ADOBE INC. | $923,704 | 0.6% | +9% | 80.4 |
| 54 |  $HSIC | HENRY SCHEIN INC | $913,880 | 0.6% | +0% | 52 |
| 55 |  $COP | CONOCOPHILLIPS | $881,760 | 0.5% | +0% | 74.8 |
| 56 |  $RBRK | Rubrik, Inc. | $832,490 | 0.5% | -6% | 49.5 |
| 57 |  $PEGA | PEGASYSTEMS INC | $808,640 | 0.5% | +0% | 69.6 |
| 58 |  $KEY | KEYCORP /NEW/ | $802,000 | 0.5% | +0% | 70.4 |
| 59 |  $PATH | UiPath, Inc. | $777,000 | 0.5% | -33% | 67.7 |
| 60 |  $FROG | JFrog Ltd | $750,880 | 0.5% | +0% | — |
| 61 |  $OKTA | Okta, Inc. | $747,745 | 0.5% | +0% | 67.3 |
| 62 |  $SNOW | Snowflake Inc. | $739,018 | 0.5% | +2% | 49.6 |
| 63 |  $PCTY | Paylocity Holding Corp | $723,868 | 0.4% | +10% | 72.7 |
| 64 |  $MCHP | MICROCHIP TECHNOLOGY INC | $710,710 | 0.4% | +0% | 40 |
| 65 |  $DHR | DANAHER CORP /DE/ | $665,000 | 0.4% | +0% | 63.9 |
| 66 |  $ZM | Zoom Communications, Inc. | $643,120 | 0.4% | +0% | 72.4 |
| 67 |  $RACE | Ferrari N.V. | $643,055 | 0.4% | +0% | — |
| 68 |  $PKE | PARK AEROSPACE CORP | $577,472 | 0.3% | +0% | 68.5 |
| 69 |  $FBIN | Fortune Brands Innovations, Inc. | $545,580 | 0.3% | +0% | 48.7 |
| 70 |  $DOCU | DOCUSIGN, INC. | $545,215 | 0.3% | +0% | 67.5 |
| 71 |  $LBTYA | Liberty Global Ltd. | $543,803 | 0.3% | +0% | — |
| 72 |  $NOW | ServiceNow, Inc. | $543,660 | 0.3% | +30% | 76 |
| 73 |  $CRWV | CoreWeave, Inc. | $519,049 | 0.3% | +0% | 46.5 |
| 74 |  $CTO | CTO Realty Growth, Inc. | $443,760 | 0.3% | +0% | 46.6 |
| 75 |  $ONDS | Ondas Inc. | $433,920 | 0.3% | NEW | 31.8 |
| 76 |  $AMD | ADVANCED MICRO DEVICES INC | $406,860 | 0.3% | -20% | 78.8 |
| 77 |  $MGNI | MAGNITE, INC. | $373,578 | 0.2% | +0% | 42.6 |
| 78 |  $NVDA | NVIDIA CORP | $348,820 | 0.2% | +0% | 90.2 |
| 79 |  $LULU | lululemon athletica inc. | $306,200 | 0.2% | +0% | 62.9 |
| 80 |  $DDOG | Datadog, Inc. | $295,125 | 0.2% | +0% | 62.9 |
| 81 |  $TENB | Tenable Holdings, Inc. | $287,555 | 0.2% | +0% | 51.9 |
| 82 |  $GOOGL | Alphabet Inc. | $286,860 | 0.2% | +0% | 80.2 |
| 83 |  $GTLB | Gitlab Inc. | $281,320 | 0.2% | +8% | 54.1 |
| 84 |  $DHI | HORTON D R INC /DE/ | $274,440 | 0.2% | +0% | 54.6 |
| 85 |  $FIG | Figma, Inc. | $236,768 | 0.1% | -63% | 45.2 |
| 86 | $LBTYA | Liberty Global Ltd. | $219,071 | 0.1% | +0% | — |
| 87 |  $BE | Bloom Energy Corp | $203,235 | 0.1% | NEW | 54.4 |
| 88 |  $SAIL | SailPoint, Inc. | $158,880 | 0.1% | NEW | 29.5 |
| 89 |  $AI | C3.ai, Inc. | $134,720 | 0.1% | +0% | 15.2 |
| 90 |  $NAVN | Navan, Inc. | $132,400 | 0.1% | NEW | — |
| 91 |  $MBC | MasterBrand, Inc. | $116,340 | 0.1% | +0% | 41.5 |
New Positions (5)
Exited Positions (18)
$PYPL PayPal Holdings, Inc.
$GDDY GoDaddy Inc.
$SLAB SILICON LABORATORIES INC.
$GTLS CHART INDUSTRIES INC
$UAL United Airlines Holdings, Inc.
$DAL DELTA AIR LINES, INC.
$TSLA Tesla, Inc.
$PRGS PROGRESS SOFTWARE CORP /MA
$GENI Genius Sports Ltd
$ZS Zscaler, Inc.
$IONQ IonQ, Inc.
$CMRC Commerce.com, Inc.
$RBLX Roblox Corp
$GEN Gen Digital Inc.Browse Top Institutional Investors
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