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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 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RSP INVESCO EXCHANGE TRADED FD T 14,699.0 $2.8M 0.36% +11K +258.8% $191.92 +5.0%
62 SUI SUN CMNTYS INC Real Estate 22,000.0 $2.8M 0.35% +8K +57.1% $125.96 -3.2%
63 APARTMENT INVT & MGMT CO 665,200.0 $2.7M 0.34% +340K +104.7% $4.07
64 XLP SELECT SECTOR SPDR TR 31,610.0 $2.6M 0.33% -9K -21.9% $81.98 +3.2%
65 BXP CALL BXP INC Real Estate 47,000.0 $2.4M 0.31% +37K +370.0% $51.90 +12.7%
66 LQDA CALL LIQUIDIA CORPORATION Healthcare 64,000.0 $2.4M 0.31% +29K +82.9% $37.74 +57.1%
67 NMRK NEWMARK GROUP INC Real Estate 160,000.0 $2.4M 0.30% +100K +165.9% $14.99 -1.3%
68 WM WASTE MGMT INC DEL Industrials 10,400.0 $2.4M 0.30% -4K -29.0% $229.79 -4.8%
69 CDNS CADENCE DESIGN SYSTEM INC Technology 8,405.0 $2.3M 0.30% -34K -80.1% $277.87 +25.0%
70 MCO MOODYS CORP Financial Services 5,010.0 $2.2M 0.28% NEW $436.25 -0.8%
71 WULF PUT TERAWULF INC Financial Services 150,000.0 $2.2M 0.28% +50K +50.0% $14.43 +67.5%
72 AES AES CORP Utilities 153,233.0 $2.2M 0.27% +142K +1241.3% $14.09 +2.7%
73 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,439.0 $2.2M 0.27% +821.0 +22.7% $484.91 -10.8%
74 NTST NETSTREIT CORP Real Estate 110,000.0 $2.1M 0.26% +40K +57.1% $18.83 +9.1%
75 SLV CALL ISHARES SILVER TR Financial Services 30,000.0 $2.0M 0.26% -5K -14.3% $68.14 +1.3%
76 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 32,000.0 $2.0M 0.25% +23K +255.6% $62.42 -0.7%
77 BMRN CALL BIOMARIN PHARMACEUTICAL INC Healthcare 35,000.0 $2.0M 0.25% NEW $56.49 -8.3%
78 XLF CALL SELECT SECTOR SPDR TR 40,000.0 $2.0M 0.25% NEW $49.37 +3.6%
79 EQIX CALL EQUINIX INC Real Estate 2,000.0 $2.0M 0.25% NEW $980.24 +10.1%
80 GTLS CHART INDS INC Industrials 9,429.0 $1.9M 0.25% $206.75 +0.3%
Page 4 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%