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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 5 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WM WASTE MGMT INC DEL Industrials 14,640.0 $3.2M 0.34% NEW $219.71 -0.4%
82 AMZN CALL AMAZON COM INC Consumer Cyclical 13,800.0 $3.2M 0.34% NEW $230.82 +14.4%
83 XLP SELECT SECTOR SPDR TR 40,453.0 $3.1M 0.33% NEW $77.68 +9.0%
84 XLV CALL SELECT SECTOR SPDR TR 19,500.0 $3.0M 0.32% NEW $154.80 -6.3%
85 NVDA PUT NVIDIA CORPORATION Technology 16,100.0 $3.0M 0.32% NEW $186.50 +26.4%
86 FRONTIER COMMUNICATIONS PARE 78,473.0 $3.0M 0.32% NEW $38.07
87 ROKU ROKU INC Communication Services 26,982.0 $2.9M 0.31% NEW $108.49 +16.0%
88 AAPL PUT APPLE INC Technology 10,000.0 $2.7M 0.29% NEW $271.86 +10.4%
89 ADC AGREE RLTY CORP Real Estate 36,435.0 $2.6M 0.28% NEW $72.03 +3.4%
90 TLT PUT ISHARES TR 30,000.0 $2.6M 0.28% NEW $87.16 -4.0%
91 KVUE KENVUE INC Consumer Defensive 151,087.0 $2.6M 0.28% NEW $17.25 -0.3%
92 SANDISK CORP 10,845.0 $2.6M 0.27% NEW $237.38
93 MLYS MINERALYS THERAPEUTICS INC Healthcare 69,000.0 $2.5M 0.27% NEW $36.29 -24.9%
94 META META PLATFORMS INC Communication Services 3,710.0 $2.4M 0.26% NEW $660.09 -6.3%
95 MSFT PUT MICROSOFT CORP Technology 4,900.0 $2.4M 0.25% NEW $483.62 -15.3%
96 EVRG EVERGY INC Utilities 32,189.0 $2.3M 0.25% NEW $72.49 +14.1%
97 ABVX ABIVAX SA Healthcare 16,750.0 $2.3M 0.24% NEW $134.85 -15.1%
98 SLV CALL ISHARES SILVER TR Financial Services 35,000.0 $2.3M 0.24% NEW $64.42 +7.2%
99 NVDA CALL NVIDIA CORPORATION Technology 12,000.0 $2.2M 0.24% NEW $186.50 +26.4%
100 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 73,835.0 $2.2M 0.23% NEW $29.66 +3.1%
Page 5 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%