Buckland Partners Management Co LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Buckland Partners Management Co LLC reported 97 stock positions worth $204.2 million. Its top holding was Carpenter Technology (CRS) at 8.5% of the portfolio, followed by Synopsys (SNPS, 7.2%) and WR Berkley (WRB, 5.2%). Compared with Q1 2026, it opened 9 new positions, sold out of 3, added to 10 and reduced 2. The biggest buy was Palo Alto Networks (PANW, shares +1%) and the biggest sale an exit from Centessa Pharmaceuticals (CNTA).

Most Recent 13F
Q2 2026
Location
HARRISON, NY
CIK
0002074628
Portfolio Value
$204.2M (Q2 2026)
SEC Filing
0002074628-26-000003 ↗ filed Aug 7, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2025: $180.4M Q4 2025 Q1 2026: $164.9M Q1 2026 Q2 2026: $204.2M $204.2M Q2 2026

Holdings 97 stocks · $204.2M
CRS Carpenter Technology 8.46% 28,000 $17.3M No change
SNPS Synopsys Inc. 7.21% 33,000 $14.7M No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 5.17% 148,500 $10.6M No change
AAPL Apple Inc. 4.31% 30,400 $8.8M No change
SLGN Silgan Holdings Inc. 3.15% 138,800 $6.4M No change
ALAB Astera Labs Inc. 2.60% 11,000 $5.3M No change
CFG Citizens Financial Group 2.47% 72,000 $5.0M No change
ADI Analog Devices Inc. 2.32% 11,927 $4.7M No change
MRTN Marten Transport Ltd. 2.27% 267,594 $4.6M No change
PANW Palo Alto Networks Inc. 2.27% 13,600 $4.6M Add +1.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 2.09% 2,150 $4.3M No change
INTC Intel Corp. 2.05% 30,000 $4.2M No change
GS Goldman Sachs Group Inc. 1.98% 4,000 $4.0M No change
HWM Howmet Aerospace Inc. 1.98% 15,000 $4.0M No change
TSCO Tractor Supply Company 1.94% 125,000 $4.0M No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.87% 30,000 $3.8M No change
MAS Masco Corp. 1.79% 45,000 $3.7M No change
MSGS Madison Square Garden Sports 1.57% 8,000 $3.2M No change
ENTG Entegris Inc. 1.45% 16,500 $3.0M No change
TSM Taiwan Semiconductor-SP ADR 1.41% 6,000 $2.9M No change
BLD Topbuild Corp. 1.39% 8,000 $2.8M No change
META Meta Platforms Inc. Class A 1.38% 5,000 $2.8M No change
TKR Timken Co. 1.35% 19,000 $2.8M No change
L Loews Corp. 1.33% 24,000 $2.7M No change
GPCR Structure Therapeutics Inc. 1.31% 50,000 $2.7M No change
GOOGL Alphabet Inc. Class A 1.23% 7,000 $2.5M No change
JPM JPMorgan Chase & Co. 1.12% 7,000 $2.3M No change
CG The Carlyle Group Inc. 1.12% 54,400 $2.3M No change
AMCR Amcor PLC 1.08% 50,750 $2.2M No change
GEV GE Vernova Inc. 1.04% 1,812 $2.1M No change
SBLK Star Bulk Carriers Corp. 1.03% 84,590 $2.1M No change
F Ford Motor Co. filed as FORD MTR CO 0.97% 143,000 $2.0M No change
GE General Electric filed as GE AEROSPACE 0.96% 5,250 $2.0M No change
XOM Exxonmobil Holdings Corp. 0.95% 14,242 $1.9M No change
SOLS Solstice Adv Materials Inc. 0.95% 21,875 $1.9M No change
CSCO Cisco Systems Inc. 0.86% 15,000 $1.8M No change
BKR Baker Hughes Co. 0.82% 30,000 $1.7M No change
BATRK Atlanta Braves Holdings in-C 0.77% 30,319 $1.6M No change
CRM Salesforce Inc. 0.76% 9,932 $1.6M Add +25.2%
BLDR Builders Firstsource Inc. 0.75% 17,100 $1.5M No change
DKNG Draftkings Inc. Class A 0.74% 60,000 $1.5M No change
LHX L3HARRIS Technologies Inc. 0.74% 5,175 $1.5M No change
FROG Jfrog Ltd. 0.71% 16,000 $1.5M No change
RBRK Rubrik Inc. Class A 0.67% 17,000 $1.4M No change
TOL Toll Brothers Inc. 0.65% 8,000 $1.3M No change
SNOW Snowflake Inc. 0.64% 5,100 $1.3M Add +4.1%
OKTA Okta Inc. 0.63% 9,500 $1.3M No change
MSFT Microsoft Corp. 0.63% 3,450 $1.3M No change
PLTR Palantir Technologies Inc. Class A 0.61% 10,700 $1.2M New
AME Ametek Inc. 0.59% 5,000 $1.2M No change
BX Blackstone Inc. 0.58% 10,000 $1.2M No change
KKR KKR & Co. Inc. 0.54% 12,000 $1.1M No change
ORCL Oracle Corp. 0.54% 7,500 $1.1M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.53% 11,223 $1.1M No change
AMD Advanced Micro Devices 0.51% 1,800 $1.0M Reduce -10.0%
HON Honeywell International Inc. 0.51% 4,650 $1.0M Add +24.0%
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 0.51% 12,400 $1.0M No change
MCHP Microchip Technology Inc. 0.49% 11,000 $1.0M No change
MTDR Matador Resources Co. 0.49% 20,000 $996K New
KEY Keycorp 0.45% 40,000 $922K No change
SPOT Spotify Technology SA 0.45% 2,000 $918K No change
PKE Park Aerospace Corp. 0.39% 21,091 $805K No change
ADBE Adobe Inc. 0.38% 3,800 $779K No change
FBIN Fortune Brands Innovations I 0.38% 14,000 $769K No change
PATH Uipath Inc. Class A 0.37% 70,000 $761K No change
CRWV Coreweave Inc. Class A 0.35% 7,200 $717K Add +7.5%
RACE Ferrari NV 0.35% 1,900 $707K No change
PCTY Paylocity Holding Corp. 0.34% 6,700 $700K No change
COP Conocophillips 0.34% 6,680 $694K No change
ZM Zoom Communications Inc. 0.34% 8,000 $690K No change
DHR Danaher Corp. 0.33% 3,500 $668K No change
DDOG Datadog Inc. Class A 0.32% 2,500 $651K No change
MGNI Magnite Inc. 0.29% 31,446 $597K No change
NOW ServiceNow Inc. 0.29% 6,000 $596K Add +15.4%
CTO Cto Realty Growth Inc. filed as CTO RLTY GROWTH INC NEW 0.25% 24,000 $516K No change
DOCU Docusign Inc. 0.25% 11,500 $511K No change
LBTYK Liberty Global Ltd. Class C 0.25% 46,360 $510K No change
PEGA Pegasystems Inc. 0.25% 17,000 $509K Reduce -10.5%
GTLB Gitlab Inc. Class A 0.24% 16,000 $488K Add +23.1%
ONDS Ondas Inc. 0.23% 58,000 $478K Add +20.8%
BE Bloom Energy Corp. Class A 0.22% 1,500 $454K No change
CVLT Commvault Systems Inc. 0.21% 3,000 $425K New
NVDA Nvidia Corp. 0.20% 2,000 $400K No change
CRWD CrowdStrike Holdings Inc. Class A 0.19% 500 $382K New
GOOG Alphabet Inc. Class C 0.17% 1,000 $353K No change
DHI D.R. Horton Inc. 0.16% 2,000 $326K No change
IONQ Ionq Inc. 0.16% 6,000 $320K New
PRGS Progress Software Corp. 0.12% 7,000 $235K New
NAVN Navan Inc. Class A 0.11% 10,000 $229K No change
LULU Lululemon Athletica Inc. 0.11% 2,000 $228K No change
FIG Figma Inc. Class A 0.11% 12,200 $221K Add +8.9%
SAIL Sailpoint Inc. 0.11% 15,000 $220K Add +25.0%
CRSP Crispr Therapeutics AG 0.11% 4,000 $218K New
TSLA Tesla Inc. 0.10% 500 $210K New
LBTYA Liberty Global Ltd. Class A 0.10% 18,120 $206K No change
MBC Masterbrand Inc. 0.07% 14,000 $144K No change
BTGO Bitgo Holdings Inc. Class A 0.04% 16,000 $83K New

Portfolio Sells Q1 2026 → Q2 2026
CNTA Centessa Pharmaceuticals Ltd. Sold out 0.00% −0.72
PEGA Pegasystems Inc. Reduce -10.5% 0.25% −0.24
TENB Tenable Holdings Inc. Sold out 0.00% −0.17
AI C3.AI Inc. Class A Sold out 0.00% −0.08
AMD Advanced Micro Devices Reduce -10.0% 0.51% +0.27

Portfolio Buys Q1 2026 → Q2 2026
PANW Palo Alto Networks Inc. Add +1.5% 2.27% +0.97
PLTR Palantir Technologies Inc. Class A New 0.61% +0.61
MTDR Matador Resources Co. New 0.49% +0.49
CVLT Commvault Systems Inc. New 0.21% +0.21
SNOW Snowflake Inc. Add +4.1% 0.64% +0.19
CRWD CrowdStrike Holdings Inc. Class A New 0.19% +0.19
IONQ Ionq Inc. New 0.16% +0.16
PRGS Progress Software Corp. New 0.12% +0.12
CRSP Crispr Therapeutics AG New 0.11% +0.11
TSLA Tesla Inc. New 0.10% +0.10
GTLB Gitlab Inc. Class A Add +23.1% 0.24% +0.07
BTGO Bitgo Holdings Inc. Class A New 0.04% +0.04
CRWV Coreweave Inc. Class A Add +7.5% 0.35% +0.04
SAIL Sailpoint Inc. Add +25.0% 0.11% +0.01
ONDS Ondas Inc. Add +20.8% 0.23% −0.03
FIG Figma Inc. Class A Add +8.9% 0.11% −0.04
NOW ServiceNow Inc. Add +15.4% 0.29% −0.04
CRM Salesforce Inc. Add +25.2% 0.76% −0.13
HON Honeywell International Inc. Add +24.0% 0.51% −0.52

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 97$204.2MCRS, SNPS, WRB, AAPL, SLGN
Q1 2026 91$164.9MSNPS, CRS, WRB, AAPL, TSCO
Q4 2025 104$180.4MSNPS, WRB, CRS, AAPL, TSCO