Buckland Partners Management Co LLC
Reported holdings as of Q2 2026, from 3 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| CARPENTER TECHNOLOGY CORP | CRS | $17.3M | 28,000 | +1.76pp | 3q | HELD | |
| SYNOPSYS INC | SNPS | $14.7M | 33,000 | -0.73pp | 3q | HELD | |
| BERKLEY W R CORP | WRB | $10.6M | 148,500 | -0.80pp | 3q | HELD | |
| APPLE INC | AAPL | $8.8M | 30,400 | -0.37pp | 3q | HELD | |
| SILGAN HLDGS INC | SLGN | $6.4M | 138,800 | -0.11pp | 3q | HELD | |
| ASTERA LABS INC | ALAB | $5.3M | 11,000 | +1.87pp | 3q | HELD | |
| CITIZENS FINL GROUP INC | CFG | $5.0M | 72,000 | -0.15pp | 3q | HELD | |
| ANALOG DEVICES INC | ADI | $4.7M | 11,927 | +0.02pp | 3q | HELD | |
| MARTEN TRANS LTD | MRTN | $4.6M | 267,594 | +0.14pp | 3q | HELD | |
| PALO ALTO NETWORKS INC | PANW | $4.6M | 13,600 | +0.97pp | 3q | +1.5%+$68.2K | |
| ASML HLDG NV | ASML | $4.3M | 2,150 | +0.37pp | 3q | HELD | |
| INTEL CORP | INTC | $4.2M | 30,000 | +1.25pp | 3q | HELD | |
| GOLDMAN SACHS GROUP INC | GS | $4.0M | 4,000 | -0.07pp | 3q | HELD | |
| HOWMET AEROSPACE INC | HWM | $4.0M | 15,000 | -0.12pp | 3q | HELD | |
| TRACTOR SUPPLY CO | TSCO | $4.0M | 125,000 | -1.50pp | 3q | HELD | |
| IRON MTN INC DEL | IRM | $3.8M | 30,000 | -0.01pp | 3q | HELD | |
| MASCO CORP | MAS | $3.7M | 45,000 | +0.15pp | 3q | HELD | |
| MADISON SQUARE GRDN SPRT COR | MSGS | $3.2M | 8,000 | +0.01pp | 3q | HELD | |
| ENTEGRIS INC | ENTG | $3.0M | 16,500 | +0.28pp | 3q | HELD | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $2.9M | 6,000 | +0.17pp | 3q | HELD | |
| TOPBUILD COR | BLD | $2.8M | 8,000 | -0.32pp | 3q | HELD | |
| META PLATFORMS INC | META | $2.8M | 5,000 | -0.36pp | 3q | HELD | |
| TIMKEN CO | TKR | $2.8M | 19,000 | +0.19pp | 3q | HELD | |
| LOEWS CORP | L | $2.7M | 24,000 | -0.22pp | 3q | HELD | |
| STRUCTURE THERAPEUTICS INC | GPCR | $2.7M | 50,000 | -0.15pp | 3q | HELD | |
| ALPHABET INC | GOOGL | $2.5M | 7,000 | flat | 3q | HELD | |
| JPMORGAN CHASE & CO | JPM | $2.3M | 7,000 | -0.13pp | 3q | HELD | |
| CARLYLE GROUP INC | CG | $2.3M | 54,400 | -0.47pp | 3q | HELD | |
| AMCOR PLC | AMCR | $2.2M | 50,750 | -0.15pp | 2q | HELD | |
| GE VERNOVA INC | GEV | $2.1M | 1,812 | +0.08pp | 3q | HELD | |
| STAR BULK CARRIERS CORP. | SBLK | $2.1M | 84,590 | -0.14pp | 3q | HELD | |
| FORD MTR CO | F | $2.0M | 143,000 | -0.03pp | 3q | HELD | |
| GE AEROSPACE | GE | $2.0M | 5,250 | +0.06pp | 3q | HELD | |
| EXXONMOBIL HOLDINGS CORP COM SHS | XOM | $1.9M | 14,242 | - | new | NEW | |
| SOLSTICE ADVANCED MATLS INC | SOLS | $1.9M | 21,875 | -0.06pp | 3q | HELD | |
| CISCO SYS INC | CSCO | $1.8M | 15,000 | +0.16pp | 3q | HELD | |
| BAKER HUGHES COMPANY | BKR | $1.7M | 30,000 | -0.30pp | 3q | HELD | |
| ATLANTA BRAVES HLDGS INC | BATRK | $1.6M | 30,319 | -0.01pp | 3q | HELD | |
| SALESFORCE INC | CRM | $1.6M | 9,932 | -0.13pp | 3q | +25.2%+$314.2K | |
| BUILDERS FIRSTSOURCE INC | BLDR | $1.5M | 17,100 | -0.10pp | 3q | HELD | |
| DRAFTKINGS INC NEW | DKNG | $1.5M | 60,000 | -0.04pp | 3q | HELD | |
| L3HARRIS TECHNOLOGIES INC | LHX | $1.5M | 5,175 | -0.35pp | 3q | HELD | |
| JFROG LTD | FROG | $1.5M | 16,000 | +0.26pp | 3q | HELD | |
| RUBRIK INC. | RBRK | $1.4M | 17,000 | +0.16pp | 3q | HELD | |
| TOLL BROTHERS INC | TOL | $1.3M | 8,000 | -0.02pp | 3q | HELD | |
| SNOWFLAKE INC | SNOW | $1.3M | 5,100 | +0.19pp | 3q | +4.1%+$50.9K | |
| OKTA INC | OKTA | $1.3M | 9,500 | +0.18pp | 3q | HELD | |
| MICROSOFT CORP | MSFT | $1.3M | 3,450 | -0.14pp | 3q | HELD | |
| PALANTIR TECHNOLOGIES INC | PLTR | $1.2M | 10,700 | - | new | NEW | |
| AMETEK INC | AME | $1.2M | 5,000 | -0.06pp | 3q | HELD | |
| BLACKSTONE INC | BX | $1.2M | 10,000 | -0.12pp | 2q | HELD | |
| KKR & CO INC | KKR | $1.1M | 12,000 | -0.13pp | 3q | HELD | |
| ORACLE CORP | ORCL | $1.1M | 7,500 | -0.13pp | 3q | HELD | |
| DISNEY WALT CO | DIS | $1.1M | 11,223 | -0.12pp | 3q | HELD | |
| ADVANCED MICRO DEVICES INC | AMD | $1.0M | 1,800 | +0.27pp | 3q | -10.0%-$116.2K | |
| HONEYWELL INTL INC | HON | $1.0M | 4,650 | - | new | NEW | |
| SCHEIN HENRY INC | HSIC | $1.0M | 12,400 | -0.05pp | 3q | HELD | |
| MICROCHIP TECHNOLOGY INC. | MCHP | $1.0M | 11,000 | +0.06pp | 3q | HELD | |
| MATADOR RES CO | MTDR | $995.6K | 20,000 | - | new | NEW | |
| KEYCORP | KEY | $922.0K | 40,000 | -0.03pp | 2q | HELD | |
| SPOTIFY TECHNOLOGY S A | SPOT | $918.3K | 2,000 | -0.14pp | 3q | HELD | |
| PARK AEROSPACE CORP | PKE | $804.8K | 21,091 | +0.04pp | 3q | HELD | |
| ADOBE INC | ADBE | $779.1K | 3,800 | -0.18pp | 3q | HELD | |
| FORTUNE BRANDS INNOVATIONS I | FBIN | $768.6K | 14,000 | +0.05pp | 3q | HELD | |
| UIPATH INC | PATH | $760.9K | 70,000 | -0.10pp | 3q | HELD | |
| COREWEAVE INC | CRWV | $716.7K | 7,200 | +0.04pp | 3q | +7.5%+$49.8K | |
| FERRARI N V | RACE | $707.4K | 1,900 | -0.04pp | 3q | HELD | |
| PAYLOCITY HLDG CORP | PCTY | $700.4K | 6,700 | -0.10pp | 3q | HELD | |
| CONOCOPHILLIPS | COP | $694.5K | 6,680 | -0.19pp | 3q | HELD | |
| ZOOM COMMUNICATIONS INC | ZM | $690.5K | 8,000 | -0.05pp | 3q | HELD | |
| DANAHER CORP DEL | DHR | $668.1K | 3,500 | -0.08pp | 3q | HELD | |
| DATADOG INC | DDOG | $650.9K | 2,500 | +0.14pp | 3q | HELD | |
| MAGNITE INC | MGNI | $596.8K | 31,446 | +0.07pp | 3q | HELD | |
| SERVICENOW INC | NOW | $595.7K | 6,000 | -0.04pp | 3q | +15.4%+$79.4K | |
| CTO RLTY GROWTH INC NEW | CTO | $516.2K | 24,000 | -0.02pp | 3q | HELD | |
| DOCUSIGN INC | DOCU | $510.8K | 11,500 | -0.08pp | 3q | HELD | |
| LIBERTY GLOBAL LTD | LBTYK | $510.0K | 46,360 | -0.08pp | 3q | HELD | |
| PEGASYSTEMS INC | PEGA | $509.5K | 17,000 | -0.24pp | 3q | -10.5%-$59.9K | |
| GITLAB INC | GTLB | $488.5K | 16,000 | +0.07pp | 3q | +23.1%+$91.6K | |
| ONDAS INC | ONDS | $477.9K | 58,000 | -0.03pp | 2q | +20.8%+$82.4K | |
| BLOOM ENERGY CORP | BE | $454.1K | 1,500 | +0.10pp | 2q | HELD | |
| COMMVAULT SYS INC | CVLT | $425.2K | 3,000 | - | new | NEW | |
| NVIDIA CORPORATION | NVDA | $400.2K | 2,000 | -0.02pp | 3q | HELD | |
| CROWDSTRIKE HLDGS INC | CRWD | $381.6K | 500 | - | new | NEW | |
| ALPHABET INC | GOOG | $353.3K | 1,000 | flat | 3q | HELD | |
| D R HORTON INC | DHI | $325.8K | 2,000 | -0.01pp | 3q | HELD | |
| IONQ INC | IONQ | $319.6K | 6,000 | - | new | NEW | |
| PROGRESS SOFTWARE CORP | PRGS | $235.1K | 7,000 | - | new | NEW | |
| NAVAN INC | NAVN | $228.7K | 10,000 | +0.03pp | 2q | HELD | |
| LULULEMON ATHLETICA INC | LULU | $228.4K | 2,000 | -0.07pp | 3q | HELD | |
| FIGMA INC | FIG | $220.7K | 12,200 | -0.04pp | 3q | +8.9%+$18.1K | |
| SAILPOINT INC | SAIL | $219.6K | 15,000 | +0.01pp | 2q | +25.0%+$43.9K | |
| CRISPR THERAPEUTICS AG | CRSP | $218.2K | 4,000 | - | new | NEW | |
| TESLA INC | TSLA | $210.3K | 500 | - | new | NEW | |
| LIBERTY GLOBAL LTD | LBTYA | $206.0K | 18,120 | -0.03pp | 3q | HELD | |
| MASTERBRAND INC | MBC | $144.1K | 14,000 | flat | 3q | HELD | |
| BITGO HOLDINGS INC | BTGO | $82.9K | 16,000 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $40.0M | 19.6% |
| Semiconductors & Electronics | $24.6M | 12.0% |
| Mining & Metals | $21.3M | 10.4% |
| Industrials | $21.0M | 10.3% |
| Computer Hardware | $15.2M | 7.4% |
| Insurance | $13.3M | 6.5% |
| Telecom & Media | $9.0M | 4.4% |
| Capital Markets | $8.6M | 4.2% |
| Banks & Lending | $8.3M | 4.1% |
| Transport & Logistics | $6.8M | 3.3% |
| Retail & Consumer | $5.7M | 2.8% |
| Autos & Aerospace | $5.2M | 2.6% |
| Other sectors | $21.2M | 10.4% |
| Not classified | $3.9M | 1.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $204.2M | 97 | 11 | 9 | 2 | 5 | 40.2% | 38 |
| Q1 2026 | $164.9M | 91 | 8 | 9 | 6 | 21 | 41.1% | 45 |
| Q4 2025 | $180.4M | 104 | 0 | 0 | 0 | 0 | 39.6% | 48 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.