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Portfolio (Quarterly) Guide ↗

Greenland Capital Management LP

· CIK 0001896430
13F Portfolio $786.6B AUM 278 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New 54 Added 79 Reduced 163 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTS FORTIS INC Utilities 68,540.0 $3.8M 0.48% +48K +240.7% $55.62 +1.5%
22 WBD WARNER BROS DISCOVERY INC Communication Services 135,428.0 $3.7M 0.47% +109K +413.6% $27.46 -1.2%
23 MELI MERCADOLIBRE INC Consumer Cyclical 2,030.0 $3.5M 0.45% +1K +121.4% $1729.02 -7.0%
24 KVUE KENVUE INC Consumer Defensive 201,087.0 $3.5M 0.44% +50K +33.1% $17.24 -0.3%
25 ABNB AIRBNB INC Consumer Cyclical 24,242.0 $3.1M 0.39% +12K +94.9% $126.28 +5.2%
26 RSP INVESCO EXCHANGE TRADED FD T 14,699.0 $2.8M 0.36% +11K +258.8% $191.92 +5.0%
27 SUI SUN CMNTYS INC Real Estate 22,000.0 $2.8M 0.35% +8K +57.1% $125.96 -3.2%
28 APARTMENT INVT & MGMT CO 665,200.0 $2.7M 0.34% +340K +104.7% $4.07
29 BXP CALL BXP INC Real Estate 47,000.0 $2.4M 0.31% +37K +370.0% $51.90 +12.7%
30 LQDA CALL LIQUIDIA CORPORATION Healthcare 64,000.0 $2.4M 0.31% +29K +82.9% $37.74 +57.1%
31 NMRK NEWMARK GROUP INC Real Estate 160,000.0 $2.4M 0.30% +100K +165.9% $14.99 -1.3%
32 WULF PUT TERAWULF INC Financial Services 150,000.0 $2.2M 0.28% +50K +50.0% $14.43 +67.5%
33 AES AES CORP Utilities 153,233.0 $2.2M 0.27% +142K +1241.3% $14.09 +2.7%
34 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,439.0 $2.2M 0.27% +821.0 +22.7% $484.91 -10.8%
35 NTST NETSTREIT CORP Real Estate 110,000.0 $2.1M 0.26% +40K +57.1% $18.83 +9.1%
36 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 32,000.0 $2.0M 0.25% +23K +255.6% $62.42 -0.7%
37 DOC CALL HEALTHPEAK PROPERTIES INC Real Estate 108,800.0 $1.8M 0.23% +55K +101.5% $16.43 +19.1%
38 WEBULL CORP 1,155,813.0 $1.6M 0.20% +18K +1.6% $1.37
39 LRCX LAM RESEARCH CORP Technology 7,351.0 $1.6M 0.20% +96.0 +1.3% $213.66 +40.0%
40 UBER UBER TECHNOLOGIES INC Technology 21,489.0 $1.5M 0.20% +17K +427.5% $71.93 +3.8%
Page 2 of 3  ·  54 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
Utilities 29.8%
Real Estate 15.5%
Communication Services 12.4%
Technology 12.2%
Industrials 9.7%
Consumer Cyclical 6.2%
Healthcare 5.7%
Financial Services 4.5%
Energy 2.0%
Basic Materials 1.2%