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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AON CALL AON PLC Financial Services 2,000.0 $646K 0.08% NEW $322.78 -1.7%
62 ANNALY CAPITAL MANAGEMENT IN 30,000.0 $634K 0.08% NEW $21.15
63 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 15,000.0 $596K 0.08% NEW $39.72 -0.3%
64 CYTK CALL CYTOKINETICS INC Healthcare 9,000.0 $593K 0.07% NEW $65.91 +19.3%
65 DOW DOW HLDGS INC Basic Materials 14,170.0 $590K 0.07% NEW $41.65 -6.9%
66 VSNT VERSANT MEDIA GROUP INC Industrials 15,714.0 $582K 0.07% NEW $37.02 +20.0%
67 CSWC CAPITAL SOUTHWEST CORP Financial Services 26,000.0 $575K 0.07% NEW $22.12 +8.5%
68 BX CALL BLACKSTONE INC Financial Services 5,000.0 $575K 0.07% NEW $114.99 +2.5%
69 FSLR FIRST SOLAR INC Energy 2,750.0 $542K 0.07% NEW $197.26 +17.4%
70 CRITICAL METALS CORP 150,520.0 $519K 0.07% NEW $3.45
71 PYPL PAYPAL HLDGS INC Financial Services 11,407.0 $516K 0.07% NEW $45.23 -0.4%
72 SR SPIRE INC Utilities 5,650.0 $512K 0.07% NEW $90.54 -4.9%
73 SITM SITIME CORP Technology 1,450.0 $501K 0.06% NEW $345.35 +137.5%
74 PACS PACS GROUP INC Financial Services 15,200.0 $488K 0.06% NEW $32.12 +23.4%
75 MLM MARTIN MARIETTA MATLS INC Basic Materials 820.0 $483K 0.06% NEW $588.68 -2.3%
76 COHR COHERENT CORP Technology 1,970.0 $469K 0.06% NEW $238.21 +70.0%
77 JLL CALL JONES LANG LASALLE INC Real Estate 1,500.0 $456K 0.06% NEW $304.32 -5.1%
78 PSA PUBLIC STORAGE OPER CO Real Estate 1,650.0 $447K 0.06% NEW $270.88 +11.9%
79 MRVL MARVELL TECHNOLOGY INC Technology 4,291.0 $425K 0.05% NEW $99.05 +84.3%
80 TECHNIPFMC PLC 5,727.0 $396K 0.05% NEW $69.13
Page 4 of 6  ·  114 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%