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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 9 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BKH BLACK HILLS CORP Utilities 18,126.0 $1.3M 0.13% NEW $69.42 +4.9%
162 JCI JOHNSON CTLS INTL PLC Industrials 10,500.0 $1.3M 0.13% NEW $119.75 +20.1%
163 FDUS FIDUS INVT CORP Financial Services 65,000.0 $1.3M 0.13% NEW $19.30 -2.5%
164 LRCX LAM RESEARCH CORP Technology 7,255.0 $1.2M 0.13% NEW $171.18 +74.8%
165 NTST NETSTREIT CORP Real Estate 70,000.0 $1.2M 0.13% NEW $17.64 +16.5%
166 GOOGL PUT ALPHABET INC Communication Services 3,900.0 $1.2M 0.13% NEW $313.00 +28.1%
167 LQDA CALL LIQUIDIA CORPORATION Healthcare 35,000.0 $1.2M 0.13% NEW $34.49 +71.9%
168 JPM JPMORGAN CHASE & CO. Financial Services 3,740.0 $1.2M 0.13% NEW $322.22 -6.9%
169 DHR DANAHER CORPORATION Healthcare 5,250.0 $1.2M 0.13% NEW $228.92 -28.1%
170 IHS IHS HOLDING LIMITED Communication Services 157,500.0 $1.2M 0.12% NEW $7.46 +10.2%
171 AVIDITY BIOSCIENCES INC 16,242.0 $1.2M 0.12% NEW $72.13
172 IJH ISHARES TR 17,585.0 $1.2M 0.12% NEW $66.00 +9.4%
173 WULF PUT TERAWULF INC Financial Services 100,000.0 $1.1M 0.12% NEW $11.49 +110.4%
174 OMC OMNICOM GROUP INC Communication Services 14,172.0 $1.1M 0.12% NEW $80.75 -11.4%
175 ZS ZSCALER INC Technology 5,015.0 $1.1M 0.12% NEW $224.92 -31.7%
176 ATO ATMOS ENERGY CORP Utilities 6,710.0 $1.1M 0.12% NEW $167.63 +5.3%
177 NFG NATIONAL FUEL GAS CO Energy 14,000.0 $1.1M 0.12% NEW $80.06 +1.8%
178 INVH INVITATION HOMES INC Real Estate 40,000.0 $1.1M 0.12% NEW $27.79 +2.5%
179 REM CALL ISHARES TR 50,000.0 $1.1M 0.12% NEW $22.18 -2.0%
180 AVGO PUT BROADCOM INC Technology 3,200.0 $1.1M 0.12% NEW $346.10 +22.9%
Page 9 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%