2026 Q1 Portfolio Activity
In 2026 Q1, Buckland Partners Management Co LLC maintained a portfolio of 112 distinct positions. The most significant new addition was AMCOR PLC, now representing 1.22% of the total fund value. They heavily accumulated shares in SALESFORCE INC, increasing the position by 255.4%. Conversely, Buckland Partners Management Co LLC completely exited their position in AMCOR PLC.
Position History
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Total Positions
112
Quarter
2026 Q1
Top Holding
SNPS (7.9%)
Top 10 Concentration
41.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 112
Buckland Partners Management Co LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SNPS
SYNOPSYS, INC
|
Technology | 7.94% | 9.24% |
#1
Prev: #1
|
5.7 |
—
|
-2,500 | -7.0% |
P
S
|
33,000 | $13,083,840 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRS
CARPENTER TECHN...
|
Industrials | 6.69% | 5.41% |
#2
1
Prev: #3
|
4.7 |
—
|
-3,000 | -9.7% |
P
S
|
28,000 | $11,036,200 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WRB
W.R. BERKLEY CO...
|
Financial Services | 5.97% | 5.77% |
#3
1
Prev: #2
|
4.4 |
—
|
no change | no change |
P
S
|
148,500 | $9,842,580 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 4.68% | 4.58% |
#4
Prev: #4
|
3.4 |
—
|
no change | no change |
P
S
|
30,400 | $7,715,216 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSCO
TRACTOR SUPPLY ...
|
Consumer Cyclical | 3.43% | 3.47% |
#5
Prev: #5
|
2.9 |
—
|
no change | no change |
P
S
|
125,000 | $5,662,500 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLGN
SILGAN HOLDINGS...
|
Consumer Cyclical | 3.27% | 3.11% |
#6
Prev: #6
|
2.3 |
—
|
no change | no change |
P
S
|
138,800 | $5,385,440 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CFG
CITIZENS FINANC...
|
Financial Services | 2.62% | 2.33% |
#7
Prev: #7
|
2.0 |
—
|
no change | no change |
P
S
|
72,000 | $4,317,840 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADI
ANALOG DEVICES,...
|
Technology | 2.30% | 1.79% |
#8
4
Prev: #12
|
1.9 |
—
|
no change | no change |
P
S
|
11,927 | $3,794,456 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRTN
MARTEN TRANSPOR...
|
Industrials | 2.13% | 1.69% |
#9
6
Prev: #15
|
1.9 |
—
|
no change | no change |
P
S
|
267,594 | $3,513,509 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 2.10% | 1.70% |
#10
4
Prev: #14
|
1.8 |
—
|
no change | no change |
P
S
|
15,000 | $3,456,900 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 2.05% | 1.95% |
#11
3
Prev: #8
|
1.8 |
—
|
no change | no change |
P
S
|
4,000 | $3,383,960 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IRM
IRON MOUNTAIN I...
|
Real Estate | 1.87% | 1.39% |
#12
6
Prev: #18
|
1.7 |
—
|
no change | no change |
P
S
|
30,000 | $3,090,120 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.74% | 1.83% |
#13
2
Prev: #11
|
1.7 |
—
|
no change | no change |
P
S
|
5,000 | $2,860,650 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ASML
ASML HOLDING N....
|
Technology | 1.72% | 1.28% |
#14
6
Prev: #20
|
1.7 |
—
|
no change | no change |
P
S
|
2,150 | $2,839,785 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLD
TOPBUILD CORP.
|
Industrials | 1.70% | 1.85% |
#15
5
Prev: #10
|
1.7 |
—
|
no change | no change |
P
S
|
8,000 | $2,810,400 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MAS
MASCO CORPORATI...
|
Industrials | 1.65% | 1.58% |
#16
Prev: #16
|
1.7 |
—
|
no change | no change |
P
S
|
45,000 | $2,716,650 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CG
CARLYLE GROUP I...
|
Financial Services | 1.60% | 1.78% |
#17
4
Prev: #13
|
1.6 |
—
|
no change | no change |
P
S
|
54,400 | $2,632,416 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSGS
MADISON SQUARE ...
|
Communication Services | 1.56% | 1.15% |
#18
6
Prev: #24
|
1.6 |
—
|
no change | no change |
P
S
|
8,000 | $2,571,200 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
L
LOEWS CORPORATI...
|
Financial Services | 1.55% | 1.40% |
#19
2
Prev: #17
|
1.6 |
—
|
no change | no change |
P
S
|
24,000 | $2,561,760 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.47% | 0.95% |
#20
11
Prev: #31
|
1.6 |
—
|
no change | no change |
P
S
|
14,242 | $2,416,298 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 1.46% | 1.93% |
#21
12
Prev: #9
|
1.6 |
—
|
no change | no change |
P
S
|
50,000 | $2,410,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.30% | 1.33% |
#22
3
Prev: #19
|
1.0 |
—
|
400 | 3.1% |
P
S
|
13,400 | $2,148,288 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.25% | 1.25% |
#23
2
Prev: #21
|
1.5 |
—
|
no change | no change |
P
S
|
7,000 | $2,059,120 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.23% | 1.01% |
#24
4
Prev: #28
|
1.5 |
—
|
no change | no change |
P
S
|
6,000 | $2,032,151 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
AMCOR PLC
|
|
Unknown | 1.22% | — |
#25
Prev: #—
|
4.0 |
—
|
50,750 | — |
NEW
|
50,750 | $2,017,313 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.22% | 1.21% |
#26
4
Prev: #22
|
1.5 |
—
|
no change | no change |
P
S
|
7,000 | $2,012,920 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SBLK
STAR BULK CARRI...
|
Industrials | 1.18% | 0.90% |
#27
6
Prev: #33
|
1.5 |
—
|
no change | no change |
P
S
|
84,590 | $1,943,032 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ENTG
ENTEGRIS, INC
|
Technology | 1.17% | 0.77% |
#28
14
Prev: #42
|
1.5 |
—
|
no change | no change |
P
S
|
16,500 | $1,934,460 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TKR
THE TIMKEN COMP...
|
Industrials | 1.16% | 0.89% |
#29
6
Prev: #35
|
1.5 |
—
|
no change | no change |
P
S
|
19,000 | $1,910,830 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BKR
BAKER HUGHES CO
|
Energy | 1.11% | 0.76% |
#30
14
Prev: #44
|
1.4 |
—
|
no change | no change |
P
S
|
30,000 | $1,831,500 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 1.08% | 0.84% |
#31
7
Prev: #38
|
1.4 |
—
|
no change | no change |
P
S
|
5,175 | $1,786,151 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 1.03% | 0.81% |
#32
8
Prev: #40
|
1.4 |
—
|
no change | no change |
P
S
|
7,500 | $1,695,225 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SOLS
SOLSTICE ADVANC...
|
Basic Materials | 1.01% | 0.59% |
#33
23
Prev: #56
|
1.4 |
—
|
no change | no change |
P
S
|
21,875 | $1,666,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
F
FORD MOTOR COMP...
|
Consumer Cyclical | 1.00% | 1.04% |
#34
8
Prev: #26
|
1.4 |
—
|
no change | no change |
P
S
|
143,000 | $1,650,220 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GEV
GE VERNOVA LLC
|
Industrials | 0.96% | 0.66% |
#35
13
Prev: #48
|
1.4 |
—
|
no change | no change |
P
S
|
1,812 | $1,582,601 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GE
GENERAL ELECTRI...
|
Industrials | 0.91% | 0.90% |
#36
2
Prev: #34
|
1.4 |
—
|
no change | no change |
P
S
|
5,250 | $1,492,260 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.90% | 0.33% |
#37
39
Prev: #76
|
3.4 |
—
|
5,700 | 255.4% |
P
S
|
7,932 | $1,480,666 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLDR
BUILDERS FIRSTS...
|
Industrials | 0.85% | 0.98% |
#38
9
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
17,100 | $1,407,843 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INTC
INTEL CORPORATI...
|
Technology | 0.80% | 0.61% |
#39
14
Prev: #53
|
1.3 |
—
|
no change | no change |
P
S
|
30,000 | $1,323,900 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DKNG
DRAFTKINGS INC
|
Consumer Cyclical | 0.79% | 1.15% |
#40
15
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
60,000 | $1,297,200 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BATRK
ATLANTA BRAVES ...
|
Communication Services | 0.79% | 0.66% |
#41
6
Prev: #47
|
1.3 |
—
|
no change | no change |
P
S
|
30,319 | $1,294,621 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORPO...
|
Technology | 0.77% | 0.91% |
#42
10
Prev: #32
|
0.8 |
—
|
50 | 1.5% |
P
S
|
3,450 | $1,277,087 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALAB
ASTERA LABS, IN...
|
Technology | 0.73% | 1.01% |
#43
16
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
11,000 | $1,205,600 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNTA
CENTESSA PHARMA...
|
Healthcare | 0.72% | — |
#44
Prev: #—
|
3.8 |
—
|
30,000 | — |
NEW
|
30,000 | $1,191,600 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CSCO
CISCO SYSTEMS, ...
|
Technology | 0.71% | 0.64% |
#45
5
Prev: #50
|
1.3 |
—
|
no change | no change |
P
S
|
15,000 | $1,163,850 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BX
BLACKSTONE GROU...
|
Financial Services | 0.70% | — |
#46
Prev: #—
|
3.8 |
—
|
10,000 | — |
NEW
|
10,000 | $1,149,900 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KKR
KKR & CO. INC
|
Financial Services | 0.67% | 0.85% |
#47
10
Prev: #37
|
1.3 |
—
|
no change | no change |
P
S
|
12,000 | $1,110,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORCL
ORACLE CORPORAT...
|
Technology | 0.67% | 0.59% |
#48
7
Prev: #55
|
2.8 |
—
|
2,000 | 36.4% |
P
S
|
7,500 | $1,103,325 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TOL
TOLL BROTHERS, ...
|
Consumer Cyclical | 0.66% | 0.60% |
#49
5
Prev: #54
|
1.3 |
—
|
no change | no change |
P
S
|
8,000 | $1,091,760 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DIS
WALT DISNEY COM...
|
Communication Services | 0.66% | 0.71% |
#50
5
Prev: #45
|
1.3 |
—
|
no change | no change |
P
S
|
11,223 | $1,081,673 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 112 holdings