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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 13 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 9,000.0 $238K 0.03% NEW $26.43 +2.8%
242 QQQ INVESCO QQQ TR Financial Services 408.0 $235K 0.03% NEW $577.18 +22.8%
243 SATS ECHOSTAR CORP Technology 2,000.0 $234K 0.03% NEW $117.07 +15.4%
244 TRP TC ENERGY CORP Energy 3,500.0 $218K 0.03% NEW $62.43 +9.2%
245 HYG ISHARES TR 2,700.0 $215K 0.03% NEW $79.56 -0.1%
246 WLK WESTLAKE CORPORATION Basic Materials 1,812.0 $212K 0.03% NEW $116.82 -21.6%
247 Q QNITY ELECTRONICS INC Technology 1,811.0 $209K 0.03% -2K -57.0% $115.38 +42.2%
248 DTM DT MIDSTREAM INC Energy 1,500.0 $202K 0.03% -2K -62.5% $134.67 +10.0%
249 CIFR PUT CIPHER DIGITAL INC Financial Services 14,000.0 $180K 0.02% NEW $12.87 +58.0%
250 PCG PG&E CORP Utilities 10,000.0 $176K 0.02% -58K -85.3% $17.57 -4.3%
251 PRESIDIO PRODTN CO 199,351.0 $161K 0.02% NEW $0.81
252 OPPFI INC 1,172,054.0 $152K 0.02% $0.13
253 UNITED HOMES GROUP INC 650,000.0 $119K 0.01% $0.18
254 FRMI FERMI INC Utilities 20,000.0 $117K 0.01% NEW $5.84 +26.2%
255 PUT OAKTREE SPECIALTY LENDING 10,000.0 $113K 0.01% $11.30
256 PUT BLUE OWL CAPITAL CORPORATION 10,000.0 $111K 0.01% $11.06
257 PDM PIEDMONT REALTY TRUST INC Real Estate 15,000.0 $99K 0.01% -36K -70.5% $6.57 +22.4%
258 VISIONWAVE HOLDINGS INC 112,644.0 $97K 0.01% NEW $0.86
259 CMTG CLAROS MTG TR INC Real Estate 30,000.0 $71K 0.01% -108K -78.3% $2.38 -10.9%
260 JBLU JETBLUE AIRWAYS CORP Industrials 15,000.0 $66K 0.01% NEW $4.42 +10.4%
Page 13 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%