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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 7 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PLANET LABS PBC 77,426.0 $1.3M 0.16% +35K +83.0% $16.45
122 ET ENERGY TRANSFER L P Energy 65,000.0 $1.3M 0.16% NEW $19.30 +5.5%
123 OGE OGE ENERGY CORP Utilities 26,000.0 $1.2M 0.16% NEW $47.96 -0.9%
124 SLAB SILICON LABORATORIES INC Technology 5,931.0 $1.2M 0.16% NEW $208.15 +4.4%
125 NFG NATIONAL FUEL GAS CO Energy 13,000.0 $1.2M 0.15% -1K -7.1% $93.96 -13.3%
126 CIEN CIENA CORP Technology 3,017.0 $1.2M 0.15% NEW $388.23 +42.8%
127 WCN WASTE CONNECTIONS INC Industrials 7,200.0 $1.2M 0.15% -50.0 -0.7% $162.44 -4.6%
128 COF CAPITAL ONE FINL CORP Financial Services 6,300.0 $1.1M 0.15% +782.0 +14.2% $182.43 +1.8%
129 NXPI NXP SEMICONDUCTORS N V Technology 5,706.0 $1.1M 0.14% -34K -85.6% $196.86 +49.4%
130 CTRA COTERRA ENERGY INC Energy 31,388.0 $1.1M 0.14% NEW $35.14 -7.3%
131 STAG STAG INDUSTRIAL INC Real Estate 30,000.0 $1.1M 0.14% -6K -16.7% $36.06 +5.5%
132 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 55,000.0 $1.1M 0.14% NEW $19.56 -12.9%
133 HBM HUDBAY MINERALS INC Basic Materials 50,000.0 $1.0M 0.13% -55K -52.4% $20.90 +30.6%
134 BKH BLACK HILLS CORP Utilities 15,000.0 $1.0M 0.13% -3K -17.2% $69.41 +4.9%
135 MAC MACERICH CO Real Estate 55,000.0 $1.0M 0.13% NEW $18.90 +18.2%
136 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 18,100.0 $1.0M 0.13% NEW $56.49 -8.3%
137 CALL SANDISK CORP 1,600.0 $1.0M 0.13% NEW $635.34
138 FDUS FIDUS INVT CORP Financial Services 58,000.0 $1.0M 0.13% -7K -10.8% $17.42 +8.0%
139 NU NU HLDGS LTD Financial Services 70,000.0 $1.0M 0.13% +8K +13.8% $14.37 -10.0%
140 AVA AVISTA CORP Utilities 24,724.0 $992K 0.13% NEW $40.14 +0.7%
Page 7 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%