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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 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTU INTUIT Technology 1,225.0 $530K 0.07% -25.0 -2.0% $432.38 -12.5%
62 WDC WESTERN DIGITAL CORP Technology 1,813.0 $490K 0.06% -23K -92.6% $270.49 +80.8%
63 ARES ARES MANAGEMENT CORPORATION Financial Services 4,450.0 $485K 0.06% -4K -47.3% $109.10 +13.1%
64 GLD CALL SPDR GOLD TR Financial Services 1,000.0 $430K 0.06% -4K -80.0% $430.29 -0.7%
65 CBRE CBRE GROUP INC Real Estate 3,000.0 $406K 0.05% -50K -94.3% $135.46 -4.1%
66 IJH ISHARES TR 5,878.0 $397K 0.05% -12K -66.6% $67.53 +6.9%
67 SPG SIMON PPTY GROUP INC NEW Real Estate 2,000.0 $373K 0.05% -26K -92.8% $186.53 +8.7%
68 MSFT CALL MICROSOFT CORP Technology 1,000.0 $370K 0.05% -3K -73.0% $370.17 +10.6%
69 AMZN PUT AMAZON COM INC Consumer Cyclical 1,500.0 $312K 0.04% -5K -76.9% $208.27 +26.8%
70 TRGP TARGA RES CORP Energy 1,120.0 $281K 0.04% -880.0 -44.0% $250.73 +6.7%
71 NVDA CALL NVIDIA CORPORATION Technology 1,500.0 $262K 0.03% -10K -87.5% $174.40 +35.2%
72 META META PLATFORMS INC Communication Services 445.0 $255K 0.03% -3K -88.0% $572.13 +8.1%
73 Q QNITY ELECTRONICS INC Technology 1,811.0 $209K 0.03% -2K -57.0% $115.38 +42.2%
74 DTM DT MIDSTREAM INC Energy 1,500.0 $202K 0.03% -2K -62.5% $134.67 +10.0%
75 PCG PG&E CORP Utilities 10,000.0 $176K 0.02% -58K -85.3% $17.57 -4.3%
76 PDM PIEDMONT REALTY TRUST INC Real Estate 15,000.0 $99K 0.01% -36K -70.5% $6.57 +22.4%
77 CMTG CLAROS MTG TR INC Real Estate 30,000.0 $71K 0.01% -108K -78.3% $2.38 -10.9%
78 BRIDGER AEROSPACE GRP HLDGS 85,546.0 $33K 0.00% -1K -1.4% $0.39
79 PALLADYNE AI CORP 306,565.0 $19K 0.00% -38K -10.9% $0.06
Page 4 of 4  ·  79 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%