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Portfolio (Quarterly) Guide ↗

Greenland Capital Management LP

· CIK 0001896430
13F Portfolio $945M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 327 New
Page 4 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AEE AMEREN CORP Utilities 46,890.0 $4.7M 0.50% NEW $99.86 +6.5%
62 SBRA SABRA HEALTH CARE REIT INC Real Estate 245,000.0 $4.6M 0.49% NEW $18.94 +11.9%
63 LQDA LIQUIDIA CORPORATION Healthcare 131,500.0 $4.5M 0.48% NEW $34.49 +71.9%
64 IRT INDEPENDENCE RLTY TR INC Real Estate 246,633.0 $4.3M 0.46% NEW $17.48 -7.0%
65 OGS ONE GAS INC Utilities 54,994.0 $4.2M 0.45% NEW $77.25 +9.1%
66 WDC WESTERN DIGITAL CORP Technology 24,598.0 $4.2M 0.45% NEW $172.27 +183.9%
67 STRATEGY INC 4,000,000.0 $4.1M 0.44% NEW $1.03
68 STRATEGY INC 5,000,000.0 $4.1M 0.44% NEW $0.82
69 PUT FERROVIAL SE 60,700.0 $3.9M 0.41% NEW $64.61
70 CPT CAMDEN PPTY TR Real Estate 34,417.0 $3.8M 0.40% NEW $110.08 -5.5%
71 IYR CALL ISHARES TR 40,000.0 $3.8M 0.40% NEW $93.89 +6.3%
72 CRWV CALL COREWEAVE INC Technology 50,000.0 $3.6M 0.38% NEW $71.61 +59.5%
73 IVT INVENTRUST PPTYS CORP Real Estate 125,776.0 $3.5M 0.38% NEW $28.21 +11.0%
74 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 113,500.0 $3.5M 0.38% NEW $31.21 +13.1%
75 MU MICRON TECHNOLOGY INC Technology 12,028.0 $3.4M 0.36% NEW $285.41 +171.9%
76 ATLANTA BRAVES HLDGS INC 86,658.0 $3.4M 0.36% NEW $39.45
77 MPWR MONOLITHIC PWR SYS INC Technology 3,739.0 $3.4M 0.36% NEW $906.36 +78.1%
78 AQN ALGONQUIN PWR UTILS CORP Utilities 531,730.0 $3.3M 0.35% NEW $6.16 -6.6%
79 WEBULL CORP 1,138,174.0 $3.2M 0.34% NEW $2.85
80 AVAV AEROVIRONMENT INC Industrials 13,309.0 $3.2M 0.34% NEW $241.89 -34.7%
Page 4 of 17  ·  327 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
Real Estate 27.2%
Utilities 18.2%
Technology 18.1%
Consumer Cyclical 9.1%
Communication Services 9.0%
Financial Services 7.5%
Industrials 5.9%
Healthcare 2.5%
Consumer Defensive 1.4%
Energy 0.8%