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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 10 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CYTK CALL CYTOKINETICS INC Healthcare 9,000.0 $593K 0.07% NEW $65.91 +19.3%
182 DOW DOW HLDGS INC Basic Materials 14,170.0 $590K 0.07% NEW $41.65 -6.9%
183 VSNT VERSANT MEDIA GROUP INC Industrials 15,714.0 $582K 0.07% NEW $37.02 +20.0%
184 CSWC CAPITAL SOUTHWEST CORP Financial Services 26,000.0 $575K 0.07% NEW $22.12 +8.5%
185 BX CALL BLACKSTONE INC Financial Services 5,000.0 $575K 0.07% NEW $114.99 +2.5%
186 MAIN MAIN STR CAP CORP Financial Services 10,800.0 $572K 0.07% +4K +66.2% $52.96 -4.3%
187 ABVX ABIVAX SA Healthcare 5,000.0 $557K 0.07% -12K -70.2% $111.35 +2.9%
188 AMH AMERICAN HOMES 4 RENT Real Estate 19,898.0 $556K 0.07% -25K -55.8% $27.92 +9.6%
189 FSLR FIRST SOLAR INC Energy 2,750.0 $542K 0.07% NEW $197.26 +17.4%
190 INTU INTUIT Technology 1,225.0 $530K 0.07% -25.0 -2.0% $432.38 -12.5%
191 CRITICAL METALS CORP 150,520.0 $519K 0.07% NEW $3.45
192 PYPL PAYPAL HLDGS INC Financial Services 11,407.0 $516K 0.07% NEW $45.23 -0.4%
193 SR SPIRE INC Utilities 5,650.0 $512K 0.07% NEW $90.54 -4.9%
194 SITM SITIME CORP Technology 1,450.0 $501K 0.06% NEW $345.35 +137.5%
195 WDC WESTERN DIGITAL CORP Technology 1,813.0 $490K 0.06% -23K -92.6% $270.49 +80.8%
196 PACS PACS GROUP INC Financial Services 15,200.0 $488K 0.06% NEW $32.12 +23.4%
197 ARES ARES MANAGEMENT CORPORATION Financial Services 4,450.0 $485K 0.06% -4K -47.3% $109.10 +13.1%
198 MLM MARTIN MARIETTA MATLS INC Basic Materials 820.0 $483K 0.06% NEW $588.68 -2.3%
199 DEI DOUGLAS EMMETT INC Real Estate 50,000.0 $471K 0.06% +15K +42.9% $9.42 +23.1%
200 COHR COHERENT CORP Technology 1,970.0 $469K 0.06% NEW $238.21 +70.0%
Page 10 of 14  ·  278 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%