Q2 2026 13F · SEC CIK 2074628

Buckland Partners Management Co LLC

Hedge fundFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $204.2M
Reported positions: 97
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Buckland Partners Management Co LLC is a hedge fund that reported 97 positions worth $204.2M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Carpenter Technology Corp (CRS, 8.5%), Synopsys Inc (SNPS, 7.2%), Berkley W R Corp (WRB, 5.2%).

Buckland Partners Management Co LLC holdings largest 50 of 97 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Buckland Partners Management Co LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CRSCarpenter Technology Corp	8.5%	6.7%	28,000	+0.0%	$17.3M
SNPSSynopsys Inc	7.2%	7.9%	33,000	+0.0%	$14.7M
WRBBerkley W R Corp	5.2%	6.0%	148,500	+0.0%	$10.6M
AAPLApple Inc	4.3%	4.7%	30,400	+0.0%	$8.8M
SLGNSilgan Hldgs Inc	3.2%	3.3%	138,800	+0.0%	$6.4M
ALABAstera Labs Inc	2.6%	0.7%	11,000	+0.0%	$5.3M
CFGCitizens Finl Group Inc	2.5%	2.6%	72,000	+0.0%	$5.0M
ADIAnalog Devices Inc	2.3%	2.3%	11,927	+0.0%	$4.7M
MRTNMarten Trans Ltd	2.3%	2.1%	267,594	+0.0%	$4.6M
PANWPalo Alto Networks Inc	2.3%	1.3%	13,600	+1.5%	$4.6M
ASMLAsml Hldg NV	2.1%	1.7%	2,150	+0.0%	$4.3M
INTCIntel Corp	2.1%	0.8%	30,000	+0.0%	$4.2M
GSGoldman Sachs Group Inc	2.0%	2.1%	4,000	+0.0%	$4.0M
HWMHowmet Aerospace Inc	2.0%	2.1%	15,000	+0.0%	$4.0M
TSCOTractor Supply Co	1.9%	3.4%	125,000	+0.0%	$4.0M
IRMIron Mtn Inc Del	1.9%	1.9%	30,000	+0.0%	$3.8M
MASMasco Corp	1.8%	1.6%	45,000	+0.0%	$3.7M
MSGKMadison Square Grdn Sprt Corp Cl A	1.6%	1.6%	8,000	+0.0%	$3.2M
ENTGEntegris Inc	1.5%	1.2%	16,500	+0.0%	$3.0M
TSMTaiwan Semiconductor Manufac	1.4%	1.2%	6,000	+0.0%	$2.9M
BLDTopbuild Cor	1.4%	1.7%	8,000	+0.0%	$2.8M
METAMeta Platforms Inc	1.4%	1.7%	5,000	+0.0%	$2.8M
TKRTimken Co Com	1.4%	1.2%	19,000	+0.0%	$2.8M
LLoews Corp	1.3%	1.6%	24,000	+0.0%	$2.7M
GPCRStructure Therapeutics F Unspo	1.3%	1.5%	50,000	+0.0%	$2.7M
GOOGLAlphabet Inc	1.2%	1.2%	7,000	+0.0%	$2.5M
JPMJpmorgan Chase & Co	1.1%	1.2%	7,000	+0.0%	$2.3M
CGCarlyle Group Inc	1.1%	1.6%	54,400	+0.0%	$2.3M
AMCRAmcor PLC	1.1%	1.2%	50,750	+0.0%	$2.2M
GEVGe Vernova Inc	1.0%	1.0%	1,812	+0.0%	$2.1M
SBLKStar Bulk Carriers Corp.	1.0%	1.2%	84,590	+0.0%	$2.1M
FFord Mtr Co	1.0%	1.0%	143,000	+0.0%	$2.0M
GEGe Aerospace	1.0%	0.9%	5,250	+0.0%	$2.0M
XOMExxonmobil Holdings Corp	1.0%	—	14,242	—	$1.9M
SOLSSolstice Advanced Matls Inc	0.9%	1.0%	21,875	+0.0%	$1.9M
CSCOCisco Sys Inc	0.9%	0.7%	15,000	+0.0%	$1.8M
BKRBaker Hughes Company Cl A	0.8%	1.1%	30,000	+0.0%	$1.7M
BATRKAtlanta Braves Hldgs Inc	0.8%	0.8%	30,319	+0.0%	$1.6M
CRMSalesforce Inc	0.8%	0.9%	9,932	+25.2%	$1.6M
BLDRBuilders Firstsource Inc	0.7%	0.9%	17,100	+0.0%	$1.5M
DKNGDraftkings Inc	0.7%	0.8%	60,000	+0.0%	$1.5M
LHXL3harris Technologies Inc	0.7%	1.1%	5,175	+0.0%	$1.5M
FROGJfrog Ltd	0.7%	—	16,000	—	$1.5M
RBRKRubrik Inc.	0.7%	—	17,000	—	$1.4M
TOLToll Brothers Inc	0.6%	0.7%	8,000	+0.0%	$1.3M
SNOWSnowflake Inc	0.6%	—	5,100	—	$1.3M
OKTAOkta Inc	0.6%	—	9,500	—	$1.3M
MSFTMicrosoft Corp	0.6%	0.8%	3,450	+0.0%	$1.3M
PLTRPalantir Technologies Inc	0.6%	—	10,700	—	$1.2M
AMEAmetek Inc	0.6%	—	5,000	—	$1.2M

What Buckland Partners Management Co LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

CRM Salesforce Inc+25.2% shares

Reduced

No position shrank by more than 5%.

Left the top 50

XOM Exxon Mobil Corpwas 1.5%
HON Honeywell Intl. Incwas 1.0%
CNTA Centessa Pharmaceuticals PLCwas 0.7%
BX Blackstone Incwas 0.7%
KKR Kkr & Co Incwas 0.7%
ORCL Oracle Corpwas 0.7%
DIS Disney Walt Cowas 0.7%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$204.2M	97
Q1 2026	$164.9M	91
Q4 2025	$180.4M	104

Questions about Buckland Partners Management Co LLC's portfolio

What stocks does Buckland Partners Management Co LLC own?

Buckland Partners Management Co LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 97 positions worth $204.2M. The largest are Carpenter Technology Corp (CRS) at 8.5%, Synopsys Inc (SNPS) at 7.2%, Berkley W R Corp (WRB) at 5.2%, Apple Inc (AAPL) at 4.3% and Silgan Hldgs Inc (SLGN) at 3.2%.

What did Buckland Partners Management Co LLC buy last quarter?

In Q2 2026, Buckland Partners Management Co LLC added Salesforce Inc (CRM) (+25.2% shares), compared with its Q1 2026 filing.

What did Buckland Partners Management Co LLC sell last quarter?

In Q2 2026, Buckland Partners Management Co LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Centessa Pharmaceuticals PLC (CNTA), cut from its top 50 Blackstone Inc (BX) and cut from its top 50 Kkr & Co Inc (KKR), compared with its Q1 2026 filing.

When is Buckland Partners Management Co LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Buckland Partners Management Co LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.