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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RVMD CALL REVOLUTION MEDICINES INC Healthcare 4,000.0 $389K 0.05% NEW $97.25 +53.7%
82 STEL STELLAR BANCORP INC Financial Services 10,000.0 $366K 0.05% NEW $36.61 -0.1%
83 BIOHAVEN LTD 41,200.0 $349K 0.04% NEW $8.46
84 INTU PUT INTUIT Technology 800.0 $346K 0.04% NEW $432.38 -12.5%
85 HIW HIGHWOODS PPTYS INC Real Estate 15,000.0 $321K 0.04% NEW $21.41 +22.4%
86 TLN TALEN ENERGY CORP Utilities 1,000.0 $319K 0.04% NEW $319.23 +10.5%
87 BLK BLACKROCK INC Financial Services 331.0 $318K 0.04% NEW $961.71 +12.5%
88 GLD SPDR GOLD TR Financial Services 731.0 $315K 0.04% NEW $430.29 -0.7%
89 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 11,841.0 $312K 0.04% NEW $26.35 -2.5%
90 FHN FIRST HORIZON CORPORATION Financial Services 13,200.0 $300K 0.04% NEW $22.76 +4.2%
91 XRN CHIRON REAL ESTATE INC Financial Services 8,760.0 $290K 0.04% NEW $33.08 +4.5%
92 CPNG CALL COUPANG INC Consumer Cyclical 15,000.0 $283K 0.04% NEW $18.88 -12.1%
93 CPNG PUT COUPANG INC Consumer Cyclical 15,000.0 $283K 0.04% NEW $18.88 -12.1%
94 COF CALL CAPITAL ONE FINL CORP Financial Services 1,500.0 $274K 0.04% NEW $182.43 +1.8%
95 CRWV COREWEAVE INC Technology 3,383.0 $262K 0.03% NEW $77.47 +47.4%
96 CURB CURBLINE PPTYS CORP Real Estate 10,000.0 $258K 0.03% NEW $25.79 +8.0%
97 CALL BIOHAVEN LTD 30,000.0 $254K 0.03% NEW $8.46
98 PUT BIOHAVEN LTD 30,000.0 $254K 0.03% NEW $8.46
99 APC ARKO PETE CORP Energy 14,000.0 $250K 0.03% NEW $17.89 +15.0%
100 CEG CONSTELLATION ENERGY CORP Utilities 890.0 $249K 0.03% NEW $279.25 -4.3%
Page 5 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%