About Highline Capital

Inception Sept 2025
September 18, 2025
Since Inception +9.79%
Through March 2026
Structure LP
Florida Limited Partnership
Strategy Long-Only Equity
Concentrated value
Fees 25% / 6%
Incentive / Hurdle · No mgmt fee
Eligibility Accredited
Accredited investors only

Highline Capital is a private investment partnership focused on owning a concentrated portfolio of high-quality, competitively advantaged businesses purchased at reasonable prices. We take a long-term, business-owner perspective — turnover is low, conviction is high.

We charge no management fee. Our sole compensation is a 25% performance fee on gains above a 6% annual hurdle rate, calculated per-lot with a high water mark. We only do well when our partners do well.

Partners receive a semi-annual capital statement and an annual letter reviewing the portfolio, our thinking, and the year's results against our benchmarks.

Performance

Highline returns shown gross of fees (Time-Weighted Return). S&P 500 returns include dividends (total return). 2025 reflects partial year from inception (Sept 18 – Dec 31, 2025).

Period Highline (Gross) S&P 500 TR Excess Return Notes
2025 (partial yr) +8.69% –2.0% +10.7 pp Sept 18 – Dec 31
Jan 2026 +1.46% +2.8% –1.3 pp
Feb 2026 –0.43% –1.4% +1.0 pp
Since Inception +9.79% –0.7% +10.5 pp Sept 18, 2025 – Mar 3, 2026

Annual Reports

Year Document Published AUM (Year-End)
2025 2025 Annual Report & Owner's Letter NEW Early 2026 $1.22M

Contact

Highline Capital accepts a limited number of accredited investors on a relationship basis. For inquiries regarding partnership interests, please reach out directly.

Harrison Groll, Managing Partner
Miami, Florida
[email protected]

Important Disclosures. Highline Capital is a private investment partnership available only to accredited investors as defined under Regulation D of the Securities Act of 1933. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Returns shown are time-weighted and unaudited. The S&P 500 Total Return index is shown for reference only; Highline's strategy differs materially from any index. Benchmark data shown as approximate and should be independently verified. All figures are unaudited.