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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 6 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EQR CALL EQUITY RESIDENTIAL Real Estate 25,000.0 $1.5M 0.19% NEW $59.15 +9.9%
102 MU MICRON TECHNOLOGY INC Technology 4,373.0 $1.5M 0.19% -8K -63.6% $337.84 +129.7%
103 OGS ONE GAS INC Utilities 16,996.0 $1.5M 0.19% -38K -69.1% $86.13 -2.1%
104 IVT INVENTRUST PPTYS CORP Real Estate 48,000.0 $1.5M 0.19% -78K -61.8% $30.46 +2.8%
105 BNL BROADSTONE NET LEASE INC Real Estate 80,000.0 $1.5M 0.19% -7K -8.1% $18.27 +8.9%
106 ROKU ROKU INC Communication Services 15,332.0 $1.5M 0.18% -12K -43.2% $94.62 +33.0%
107 GLW CORNING INC Technology 10,604.0 $1.4M 0.18% NEW $135.97 +53.2%
108 GOOG ALPHABET INC Communication Services 5,017.0 $1.4M 0.18% -313.0 -5.9% $286.86 +38.5%
109 UBER PUT UBER TECHNOLOGIES INC Technology 20,000.0 $1.4M 0.18% NEW $71.93 +3.8%
110 AAPL APPLE INC Technology 5,592.0 $1.4M 0.18% -35K -86.2% $253.79 +18.3%
111 AON AON PLC Financial Services 4,325.0 $1.4M 0.18% -375.0 -8.0% $322.78 -1.7%
112 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,975.0 $1.4M 0.17% -21K -77.8% $230.89 -5.9%
113 EVRG EVERGY INC Utilities 16,720.0 $1.4M 0.17% -15K -48.1% $81.92 +1.0%
114 AVT AVNET INC Technology 22,138.0 $1.4M 0.17% NEW $61.62 +36.4%
115 AMD ADVANCED MICRO DEVICES INC Technology 6,664.0 $1.4M 0.17% -4K -34.5% $203.43 +108.5%
116 BRX BRIXMOR PPTY GROUP INC Real Estate 47,000.0 $1.4M 0.17% -3K -6.0% $28.80 +1.5%
117 BN BROOKFIELD CORP Financial Services 33,000.0 $1.3M 0.17% -500.0 -1.5% $40.47 +12.5%
118 RVMD REVOLUTION MEDICINES INC Healthcare 13,432.0 $1.3M 0.17% NEW $97.25 +53.7%
119 HOLOGIC INC 17,200.0 $1.3M 0.17% $75.59
120 CSCO CISCO SYS INC Technology 16,459.0 $1.3M 0.16% NEW $77.59 +48.9%
Page 6 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%