Buckland Partners Management Co LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Buckland Partners Management Co LLC reported 91 stock positions worth $164.9 million. Its top holding was Synopsys (SNPS) at 7.9% of the portfolio, followed by Carpenter Technology (CRS, 6.7%) and WR Berkley (WRB, 6.0%). Compared with Q4 2025, it opened 7 new positions, sold out of 20, added to 9 and reduced 6. The biggest buy was a new position in Centessa Pharmaceuticals (CNTA) and the biggest sale Synopsys (SNPS, shares −7%).

Most Recent 13F
Q2 2026
Location
HARRISON, NY
CIK
0002074628
Portfolio Value
$164.9M (Q1 2026)
SEC Filing
0002074628-26-000002 ↗ filed May 15, 2026

Holdings Value

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

Holdings 91 stocks · $164.9M
SNPS Synopsys Inc. 7.94% 33,000 $13.1M Reduce -7.0%
CRS Carpenter Technology 6.69% 28,000 $11.0M Reduce -9.7%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 5.97% 148,500 $9.8M No change
AAPL Apple Inc. 4.68% 30,400 $7.7M No change
TSCO Tractor Supply Company 3.43% 125,000 $5.7M No change
SLGN Silgan Holdings Inc. 3.27% 138,800 $5.4M No change
CFG Citizens Financial Group 2.62% 72,000 $4.3M No change
ADI Analog Devices Inc. 2.30% 11,927 $3.8M No change
MRTN Marten Transport Ltd. 2.13% 267,594 $3.5M No change
HWM Howmet Aerospace Inc. 2.10% 15,000 $3.5M No change
GS Goldman Sachs Group Inc. 2.05% 4,000 $3.4M No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.87% 30,000 $3.1M No change
META Meta Platforms Inc. Class A 1.74% 5,000 $2.9M No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.72% 2,150 $2.8M No change
BLD Topbuild Corp. 1.70% 8,000 $2.8M No change
MAS Masco Corp. 1.65% 45,000 $2.7M No change
CG The Carlyle Group Inc. 1.60% 54,400 $2.6M No change
MSGS Madison Square Garden Sports 1.56% 8,000 $2.6M No change
L Loews Corp. 1.55% 24,000 $2.6M No change
XOM Exxon Mobil Corp. 1.47% 14,242 $2.4M No change
GPCR Structure Therapeutics Inc. 1.46% 50,000 $2.4M No change
PANW Palo Alto Networks Inc. 1.30% 13,400 $2.1M Add +3.1%
JPM JPMorgan Chase & Co. 1.25% 7,000 $2.1M No change
TSM Taiwan Semiconductor-SP ADR 1.23% 6,000 $2.0M No change
AMCR Amcor PLC 1.22% 50,750 $2.0M No change
GOOGL Alphabet Inc. Class A 1.22% 7,000 $2.0M No change
SBLK Star Bulk Carriers Corp. 1.18% 84,590 $1.9M No change
ENTG Entegris Inc. 1.17% 16,500 $1.9M No change
TKR Timken Co. 1.16% 19,000 $1.9M No change
BKR Baker Hughes Co. 1.11% 30,000 $1.8M No change
LHX L3HARRIS Technologies Inc. 1.08% 5,175 $1.8M No change
HON Honeywell International Inc. 1.03% 7,500 $1.7M No change
SOLS Solstice Adv Materials Inc. 1.01% 21,875 $1.7M No change
F Ford Motor Co. filed as FORD MTR CO 1.00% 143,000 $1.7M No change
GEV GE Vernova Inc. 0.96% 1,812 $1.6M No change
GE General Electric filed as GE AEROSPACE 0.91% 5,250 $1.5M No change
CRM Salesforce Inc. 0.90% 7,932 $1.5M Add +255.4%
BLDR Builders Firstsource Inc. 0.85% 17,100 $1.4M No change
INTC Intel Corp. 0.80% 30,000 $1.3M No change
DKNG Draftkings Inc. Class A 0.79% 60,000 $1.3M No change
BATRK Atlanta Braves Holdings in-C 0.79% 30,319 $1.3M No change
MSFT Microsoft Corp. 0.77% 3,450 $1.3M Add +1.5%
ALAB Astera Labs Inc. 0.73% 11,000 $1.2M No change
CNTA Centessa Pharmaceuticals Ltd. 0.72% 30,000 $1.2M New
CSCO Cisco Systems Inc. 0.71% 15,000 $1.2M No change
BX Blackstone Inc. 0.70% 10,000 $1.1M New
KKR KKR & Co. Inc. 0.67% 12,000 $1.1M No change
ORCL Oracle Corp. 0.67% 7,500 $1.1M Add +36.4%
TOL Toll Brothers Inc. 0.66% 8,000 $1.1M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.66% 11,223 $1.1M No change
AME Ametek Inc. 0.65% 5,000 $1.1M No change
SPOT Spotify Technology SA 0.59% 2,000 $970K No change
ADBE Adobe Inc. 0.56% 3,800 $924K Add +8.6%
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 0.55% 12,400 $914K No change
COP Conocophillips 0.53% 6,680 $882K No change
RBRK Rubrik Inc. Class A 0.51% 17,000 $832K Reduce -5.6%
PEGA Pegasystems Inc. 0.49% 19,000 $809K No change
KEY Keycorp 0.49% 40,000 $802K New
PATH Uipath Inc. Class A 0.47% 70,000 $777K Reduce -33.3%
FROG Jfrog Ltd. 0.46% 16,000 $751K No change
OKTA Okta Inc. 0.45% 9,500 $748K No change
SNOW Snowflake Inc. 0.45% 4,900 $739K Add +2.1%
PCTY Paylocity Holding Corp. 0.44% 6,700 $724K Add +9.8%
MCHP Microchip Technology Inc. 0.43% 11,000 $711K No change
DHR Danaher Corp. 0.40% 3,500 $665K No change
ZM Zoom Communications Inc. 0.39% 8,000 $643K No change
RACE Ferrari NV 0.39% 1,900 $643K No change
PKE Park Aerospace Corp. 0.35% 21,091 $577K No change
FBIN Fortune Brands Innovations I 0.33% 14,000 $546K No change
DOCU Docusign Inc. 0.33% 11,500 $545K No change
LBTYK Liberty Global Ltd. Class C 0.33% 46,360 $544K No change
NOW ServiceNow Inc. 0.33% 5,200 $544K Add +30.0%
CRWV Coreweave Inc. Class A 0.31% 6,700 $519K No change
CTO Cto Realty Growth Inc. filed as CTO RLTY GROWTH INC NEW 0.27% 24,000 $444K No change
ONDS Ondas Inc. 0.26% 48,000 $434K New
AMD Advanced Micro Devices 0.25% 2,000 $407K Reduce -20.0%
MGNI Magnite Inc. 0.23% 31,446 $374K No change
NVDA Nvidia Corp. 0.21% 2,000 $349K No change
LULU Lululemon Athletica Inc. 0.19% 2,000 $306K No change
DDOG Datadog Inc. Class A 0.18% 2,500 $295K No change
TENB Tenable Holdings Inc. 0.17% 17,000 $288K No change
GOOG Alphabet Inc. Class C 0.17% 1,000 $287K No change
GTLB Gitlab Inc. Class A 0.17% 13,000 $281K Add +8.3%
DHI D.R. Horton Inc. 0.17% 2,000 $274K No change
FIG Figma Inc. Class A 0.14% 11,200 $237K Reduce -62.9%
LBTYA Liberty Global Ltd. Class A 0.13% 18,120 $219K No change
BE Bloom Energy Corp. Class A 0.12% 1,500 $203K New
SAIL Sailpoint Inc. 0.10% 12,000 $159K New
AI C3.AI Inc. Class A 0.08% 16,000 $135K No change
NAVN Navan Inc. Class A 0.08% 10,000 $132K New
MBC Masterbrand Inc. 0.07% 14,000 $116K No change

Portfolio Sells Q4 2025 → Q1 2026
SNPS Synopsys Inc. Reduce -7.0% 7.94% −1.31
PYPL PayPal Holdings Inc. Sold out 0.00% −0.87
GDDY GoDaddy Inc. Class A Sold out 0.00% −0.83
SLAB Silicon Laboratories Inc. Sold out 0.00% −0.80
GTLS Chart Industries Inc. Sold out 0.00% −0.57
BHP BHP Group Ltd.-Spon ADR Sold out 0.00% −0.51
PATH Uipath Inc. Class A Reduce -33.3% 0.47% −0.48
FIG Figma Inc. Class A Reduce -62.9% 0.14% −0.48
FNMA Fannie Mae Sold out 0.00% −0.48
K Kellanova Sold out 0.00% −0.46
UAL United Airlines Holdings Inc. Sold out 0.00% −0.43
DAL Delta Air Lines Inc. Sold out 0.00% −0.27
RBRK Rubrik Inc. Class A Reduce -5.6% 0.51% −0.26
TSLA Tesla Inc. Sold out 0.00% −0.17
PRGS Progress Software Corp. Sold out 0.00% −0.17
GENI Genius Sports Ltd. Sold out 0.00% −0.15
ZS Zscaler Inc. Sold out 0.00% −0.15
IONQ Ionq Inc. Sold out 0.00% −0.15
CMRC Commerce.com Inc. Sold out 0.00% −0.14
RBLX Roblox Corp. Class A Sold out 0.00% −0.13
GEN Gen Digital Inc. Sold out 0.00% −0.12
CRSP Crispr Therapeutics AG Sold out 0.00% −0.12
MBLY Mobileye Global Inc. Class A Sold out 0.00% −0.09
GTM Zoominfo Technologies Inc. Sold out 0.00% −0.06
AMD Advanced Micro Devices Reduce -20.0% 0.25% −0.05
CRS Carpenter Technology Reduce -9.7% 6.69% +1.28

Portfolio Buys Q4 2025 → Q1 2026
CNTA Centessa Pharmaceuticals Ltd. New 0.72% +0.72
BX Blackstone Inc. New 0.70% +0.70
CRM Salesforce Inc. Add +255.4% 0.90% +0.57
KEY Keycorp New 0.49% +0.49
ONDS Ondas Inc. New 0.26% +0.26
BE Bloom Energy Corp. Class A New 0.12% +0.12
SAIL Sailpoint Inc. New 0.10% +0.10
NAVN Navan Inc. Class A New 0.08% +0.08
ORCL Oracle Corp. Add +36.4% 0.67% +0.07
NOW ServiceNow Inc. Add +30.0% 0.33% −0.01
PANW Palo Alto Networks Inc. Add +3.1% 1.30% −0.02
PCTY Paylocity Holding Corp. Add +9.8% 0.44% −0.08
GTLB Gitlab Inc. Class A Add +8.3% 0.17% −0.08
ADBE Adobe Inc. Add +8.6% 0.56% −0.12
SNOW Snowflake Inc. Add +2.1% 0.45% −0.14
MSFT Microsoft Corp. Add +1.5% 0.77% −0.14

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