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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIR LEASE CORP 23,196.0 $1.5M 0.19% +653.0 +2.9% $64.94
42 PLANET LABS PBC 77,426.0 $1.3M 0.16% +35K +83.0% $16.45
43 COF CAPITAL ONE FINL CORP Financial Services 6,300.0 $1.1M 0.15% +782.0 +14.2% $182.43 +1.8%
44 NU NU HLDGS LTD Financial Services 70,000.0 $1.0M 0.13% +8K +13.8% $14.37 -10.0%
45 WMB WILLIAMS COS INC Energy 13,410.0 $976K 0.12% +3K +35.0% $72.78 +6.7%
46 MARA PUT MARA HOLDINGS INC Financial Services 100,000.0 $816K 0.10% +75K +300.0% $8.16 +62.9%
47 LNG CHENIERE ENERGY INC Energy 2,847.0 $808K 0.10% +2K +125.4% $283.76 -15.0%
48 XOM EXXON MOBIL CORP Energy 4,660.0 $791K 0.10% +205.0 +4.6% $169.66 -9.9%
49 VECO VEECO INSTRS INC DEL Technology 19,000.0 $643K 0.08% +9K +90.0% $33.86 +75.8%
50 MAIN MAIN STR CAP CORP Financial Services 10,800.0 $572K 0.07% +4K +66.2% $52.96 -4.3%
51 DEI DOUGLAS EMMETT INC Real Estate 50,000.0 $471K 0.06% +15K +42.9% $9.42 +23.1%
52 V CALL VISA INC Financial Services 1,500.0 $453K 0.06% +700.0 +87.5% $302.24 +6.7%
53 MPC MARATHON PETE CORP Energy 1,564.0 $382K 0.05% +35.0 +2.3% $244.18 +1.9%
54 RKT ROCKET COS INC Financial Services 26,000.0 $370K 0.05% +14K +116.7% $14.25 +0.2%
Page 3 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%