MPLX β€” MPLX LP

Ownership history in Highlander Partners, L.P.  Β·  8 quarters on record

This page tracks every 13F SEC filing in which Highlander Partners, L.P. reported a position in MPLX LP (MPLX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.47% (2025 Q1)
πŸ“Š Avg. % of fund
0.36%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
8

Position Intelligence

Highlander Partners, L.P. Γ— MPLX AI Analytics

πŸ“ˆ Highlander Partners, L.P. outperformed the S&P 500 by +7.2% annually on this MPLX position. Maximum drawdown during holding period: –3.0%.

πŸ“ˆ Position Alpha vs SPY
+7.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 7.2% per year on this position.
6 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–3.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.27% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MPLX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 14,291 β€” 0% 0.27% $763K $52.34
2025 Q3 UNCHANGED 14,291 β€” 0% 0.25% $714K $47.97
2025 Q2 UNCHANGED 14,291 β€” 0% 0.28% $736K $48.54
2025 Q1 UNCHANGED 14,291 β€” 0% 0.47% $765K $49.47
2024 Q4 UNCHANGED 14,291 β€” 0% 0.39% $684K $43.42
2024 Q3 UNCHANGED 14,291 β€” 0% 0.39% $652K $39.52
2024 Q2 UNCHANGED 14,291 β€” 0% 0.40% $596K $37.09
2024 Q1 INITIATED 14,291 β€” β€” 0.41% $595K β€”
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