Buckland Partners Management
HARRISON, NYfiles as Buckland Partners Management Co LLC
$204m in 97 US stocks at the end of 30 June 2026. The top 10 are 40.2% of the money. It changed about 12.6% of the portfolio this quarter.
Value
$204m
Stocks
97
Top 10 share
40.2%
Turnover
12.6%
What changed this quarter
New
Bought for the first time this quarter.
- ExxonMobil HoldingsXOM1.0% of the fund
- Palantir TechnologiesPLTR0.6% of the fund
- Honeywell InternationalHON0.5% of the fund
- Matador ResourcesMTDR0.5% of the fund
- Commvault SystemsCVLT0.2% of the fund
- CrowdStrike HoldingsCRWD0.2% of the fund
- IonQIONQ0.2% of the fund
- Progress SoftwarePRGS0.1% of the fund
- CRISPR Therapeutics AGCRSP0.1% of the fund
- TeslaTSLA0.1% of the fund
- Bitgo HoldingsBTGO<0.1% of the fund
Added
Bought more of a stock they already held.
- SalesforceCRM0.8% of the fund+25%
- SnowflakeSNOW0.6% of the fund+4%
- CoreWeaveCRWV0.4% of the fund+7%
- ServiceNowNOW0.3% of the fund+15%
- GitlabGTLB0.2% of the fund+23%
- OndasONDS0.2% of the fund+21%
- FigmaFIG0.1% of the fund+9%
- SailPointSAIL0.1% of the fund+25%
Cut
Sold some of their stake.
- Advanced Micro DevicesAMD0.5% of the fund-10%
- PegasystemsPEGA0.2% of the fund-11%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- Centessa Pharmaceuticals-100%
- Tenable HoldingsTENB-100%
- C3.aiAI-100%
Holdings
- Topbuild COR
- Share
- 1.4%
- Value
- $3m
- Shares
- 8,000
Held
- Structure TherapeuticsGPCR
- Share
- 1.3%
- Value
- $3m
- Shares
- 50,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Carpenter TechnologyCRS | 8.5% | $17m | 28,000 | Held |
| SynopsysSNPS | 7.2% | $15m | 33,000 | Held |
| Berkley W RWRB | 5.2% | $11m | 148,500 | Held |
| AppleAAPL | 4.3% | $9m | 30,400 | Held |
| Silgan HoldingsSLGN | 3.2% | $6m | 138,800 | Held |
| Astera LabsALAB | 2.6% | $5m | 11,000 | Held |
| Citizens Financial GroupCFG | 2.5% | $5m | 72,000 | Held |
| Analog DevicesADI | 2.3% | $5m | 11,927 | Held |
| Marten TransportMRTN | 2.3% | $5m | 267,594 | Held |
| Palo Alto NetworksPANW | 2.3% | $5m | 13,600 | Held |
| ASML Holding NVASML | 2.1% | $4m | 2,150 | Held |
| IntelINTC | 2.1% | $4m | 30,000 | Held |
| Goldman Sachs GroupGS | 2.0% | $4m | 4,000 | Held |
| Howmet AerospaceHWM | 2.0% | $4m | 15,000 | Held |
| Tractor SupplyTSCO | 1.9% | $4m | 125,000 | Held |
| Iron MountainIRM | 1.9% | $4m | 30,000 | Held |
| MascoMAS | 1.8% | $4m | 45,000 | Held |
| Madison Square Garden SportsMSGS | 1.6% | $3m | 8,000 | Held |
| EntegrisENTG | 1.5% | $3m | 16,500 | Held |
| Taiwan Semiconductor ManufacturingTSM | 1.4% | $3m | 6,000 | Held |
| Topbuild COR | 1.4% | $3m | 8,000 | Held |
| Meta PlatformsMETA | 1.4% | $3m | 5,000 | Held |
| TimkenTKR | 1.4% | $3m | 19,000 | Held |
| LoewsL | 1.3% | $3m | 24,000 | Held |
| Structure TherapeuticsGPCR | 1.3% | $3m | 50,000 | Held |
| AlphabetGOOGL | 1.2% | $3m | 7,000 | Held |
| JPMorgan ChaseJPM | 1.1% | $2m | 7,000 | Held |
| Carlyle GroupCG | 1.1% | $2m | 54,400 | Held |
| AmcorAMCR | 1.1% | $2m | 50,750 | Held |
| GE VernovaGEV | 1.0% | $2m | 1,812 | Held |
| Star Bulk CarriersSBLK | 1.0% | $2m | 84,590 | Held |
| Ford MotorF | 1.0% | $2m | 143,000 | Held |
| General ElectricGE | 1.0% | $2m | 5,250 | Held |
| ExxonMobil HoldingsXOM | 1.0% | $2m | 14,242 | New |
| Solstice Advanced MaterialsSOLS | 0.9% | $2m | 21,875 | Held |
| Cisco SystemsCSCO | 0.9% | $2m | 15,000 | Held |
| Baker HughesBKR | 0.8% | $2m | 30,000 | Held |
| Atlanta Braves HoldingsBATRK | 0.8% | $2m | 30,319 | Held |
| SalesforceCRM | 0.8% | $2m | 9,932 | +25% |
| Builders FirstSourceBLDR | 0.7% | $2m | 17,100 | Held |
| DraftKingsDKNG | 0.7% | $2m | 60,000 | Held |
| L3harris TechnologiesLHX | 0.7% | $2m | 5,175 | Held |
| JFrogFROG | 0.7% | $1m | 16,000 | Held |
| RubrikRBRK | 0.7% | $1m | 17,000 | Held |
| Toll BrothersTOL | 0.6% | $1m | 8,000 | Held |
| SnowflakeSNOW | 0.6% | $1m | 5,100 | +4% |
| OktaOKTA | 0.6% | $1m | 9,500 | Held |
| MicrosoftMSFT | 0.6% | $1m | 3,450 | Held |
| Palantir TechnologiesPLTR | 0.6% | $1m | 10,700 | New |
| AmetekAME | 0.6% | $1m | 5,000 | Held |
| BlackstoneBX | 0.6% | $1m | 10,000 | Held |
| KKRKKR | 0.5% | $1m | 12,000 | Held |
| OracleORCL | 0.5% | $1m | 7,500 | Held |
| Walt DisneyDIS | 0.5% | $1m | 11,223 | Held |
| Advanced Micro DevicesAMD | 0.5% | $1m | 1,800 | -10% |
| Honeywell InternationalHON | 0.5% | $1m | 4,650 | New |
| Henry ScheinHSIC | 0.5% | $1m | 12,400 | Held |
| Microchip TechnologyMCHP | 0.5% | $1m | 11,000 | Held |
| Matador ResourcesMTDR | 0.5% | $995,600 | 20,000 | New |
| KeycorpKEY | 0.5% | $922,000 | 40,000 | Held |
| Spotify TechnologySPOT | 0.4% | $918,260 | 2,000 | Held |
| Park AerospacePKE | 0.4% | $804,833 | 21,091 | Held |
| AdobeADBE | 0.4% | $779,076 | 3,800 | Held |
| Fortune Brands InnovationsFBIN | 0.4% | $768,600 | 14,000 | Held |
| UiPathPATH | 0.4% | $760,900 | 70,000 | Held |
| CoreWeaveCRWV | 0.4% | $716,688 | 7,200 | +7% |
| FerrariRACE | 0.3% | $707,351 | 1,900 | Held |
| Paylocity HoldingPCTY | 0.3% | $700,351 | 6,700 | Held |
| ConocoPhillipsCOP | 0.3% | $694,453 | 6,680 | Held |
| Zoom CommunicationsZM | 0.3% | $690,480 | 8,000 | Held |
| DanaherDHR | 0.3% | $668,080 | 3,500 | Held |
| DatadogDDOG | 0.3% | $650,900 | 2,500 | Held |
| MagniteMGNI | 0.3% | $596,845 | 31,446 | Held |
| ServiceNowNOW | 0.3% | $595,680 | 6,000 | +15% |
| CTO Realty GrowthCTO | 0.3% | $516,240 | 24,000 | Held |
| DocusignDOCU | 0.3% | $510,830 | 11,500 | Held |
| Liberty GlobalLBTYK | 0.2% | $509,960 | 46,360 | Held |
| PegasystemsPEGA | 0.2% | $509,490 | 17,000 | -11% |
| GitlabGTLB | 0.2% | $488,480 | 16,000 | +23% |
| OndasONDS | 0.2% | $477,920 | 58,000 | +21% |
| Bloom EnergyBE | 0.2% | $454,050 | 1,500 | Held |
| Commvault SystemsCVLT | 0.2% | $425,190 | 3,000 | New |
| NvidiaNVDA | 0.2% | $400,180 | 2,000 | Held |
| CrowdStrike HoldingsCRWD | 0.2% | $381,570 | 500 | New |
| AlphabetGOOG | 0.2% | $353,330 | 1,000 | Held |
| Horton D RDHI | 0.2% | $325,760 | 2,000 | Held |
| IonQIONQ | 0.2% | $319,560 | 6,000 | New |
| Progress SoftwarePRGS | 0.1% | $235,060 | 7,000 | New |
| NavanNAVN | 0.1% | $228,700 | 10,000 | Held |
| lululemon athleticaLULU | 0.1% | $228,360 | 2,000 | Held |
| FigmaFIG | 0.1% | $220,698 | 12,200 | +9% |
| SailPointSAIL | 0.1% | $219,600 | 15,000 | +25% |
| CRISPR Therapeutics AGCRSP | 0.1% | $218,160 | 4,000 | New |
| TeslaTSLA | 0.1% | $210,300 | 500 | New |
| Liberty GlobalLBTYA | 0.1% | $206,024 | 18,120 | Held |
| MasterBrandMBC | <0.1% | $144,060 | 14,000 | Held |
| Bitgo HoldingsBTGO | <0.1% | $82,880 | 16,000 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 13.2% since 31 December 2025.
Where the money is
Technology35.2%
Industrials24.2%
Financial services14.8%
Retail & consumer8.2%
Materials5.2%
Media & telecom4.1%
Energy2.6%
Real estate2.1%
Health care0.9%
Other2.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.