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Portfolio (Quarterly) Guide ↗

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

· CIK 0001536186
13F Portfolio $1.5B AUM 1,872 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 625 New
Page 22 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BROS DUTCH BROS INC Consumer Cyclical 11,977.0 $860K 0.06% NEW $71.81 -31.2%
422 CC CHEMOURS CO Basic Materials 41,908.0 $860K 0.06% NEW $20.52 -25.5%
423 CF CF INDUSTRIES HOLD Basic Materials 7,720.0 $836K 0.05% NEW $108.26 +11.4%
424 KEY KEYCORP Financial Services 36,234.0 $835K 0.05% NEW $23.05 -1.3%
425 GTLB GITLAB INC Technology 27,237.0 $832K 0.05% NEW $30.53 +38.1%
426 TRNO TERRENO RLTY CORP Real Estate 12,513.0 $810K 0.05% NEW $64.77 +5.1%
427 ANTX AN2 THERAPEUTICS INC Healthcare 167,446.0 $810K 0.05% NEW $4.84 +18.4%
428 WMG WARNER MUSIC GROUP CORP Communication Services 29,748.0 $805K 0.05% NEW $27.07 -2.1%
429 U UNITY SOFTWARE INC Technology 28,084.0 $803K 0.05% NEW $28.58 +63.4%
430 LQD ISHARES TR 7,321.0 $799K 0.05% NEW $109.07 -3.0%
431 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 164,797.0 $798K 0.05% NEW $4.84 +10.8%
432 TJX TJX COS INC NEW Consumer Cyclical 5,231.0 $792K 0.05% NEW $151.50 -0.1%
433 OHI OMEGA HEALTHCARE INVS INC Real Estate 16,528.0 $788K 0.05% NEW $47.68 -2.2%
434 ESTC ELASTIC N V Technology 13,669.0 $779K 0.05% NEW $57.02 +51.2%
435 AR ANTERO RESOURCES CORP Energy 22,027.0 $774K 0.05% NEW $35.14 +5.8%
436 CACI CACI INTL INC Technology 1,662.0 $770K 0.05% NEW $463.26 +43.5%
437 TSCO TRACTOR SUPPLY CO Consumer Cyclical 23,984.0 $758K 0.05% NEW $31.61 +12.2%
438 FLY FIREFLY AEROSPACE INC Industrials 25,324.0 $745K 0.05% NEW $29.40 -10.0%
439 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,953.0 $738K 0.05% NEW $249.98 -1.0%
440 IRTC IRHYTHM HOLDINGS INC Healthcare 6,116.0 $727K 0.05% NEW $118.95 -1.8%
Page 22 of 32  ·  625 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 19.6%
Consumer Defensive 15.2%
Technology 14.4%
Industrials 12.2%
Financial Services 10.7%
Healthcare 8.8%
Communication Services 6.8%
Real Estate 5.0%
Energy 2.7%
Utilities 2.6%