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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 9 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MARA PUT MARA HOLDINGS INC Financial Services 100,000.0 $816K 0.10% +75K +300.0% $8.16 +62.9%
162 LNG CHENIERE ENERGY INC Energy 2,847.0 $808K 0.10% +2K +125.4% $283.76 -15.0%
163 CC CHEMOURS CO Basic Materials 36,000.0 $793K 0.10% NEW $22.03 +5.0%
164 XOM EXXON MOBIL CORP Energy 4,660.0 $791K 0.10% +205.0 +4.6% $169.66 -9.9%
165 CWAN CLEARWATER ANALYTICS HLDGS I Technology 33,150.0 $784K 0.10% NEW $23.65 +3.0%
166 LPLA LPL FINL HLDGS INC Financial Services 2,600.0 $782K 0.10% -300.0 -10.3% $300.83 -0.9%
167 CPT CAMDEN PPTY TR Real Estate 8,000.0 $781K 0.10% -26K -76.8% $97.66 +6.5%
168 KYIVSTAR GROUP LTD 222,471.0 $779K 0.10% NEW $3.50
169 WSR WHITESTONE REIT Real Estate 45,000.0 $727K 0.09% -20K -30.8% $16.15 +17.6%
170 MLYS CALL MINERALYS THERAPEUTICS INC Healthcare 26,000.0 $704K 0.09% NEW $27.09 +0.7%
171 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 75,000.0 $676K 0.09% $9.01 +15.0%
172 WTRG ESSENTIAL UTILS INC Utilities 16,610.0 $669K 0.09% -432K -96.3% $40.27 -6.9%
173 PLD PROLOGIS INC. Real Estate 5,000.0 $661K 0.08% NEW $132.18 +7.9%
174 PLD CALL PROLOGIS INC. Real Estate 5,000.0 $661K 0.08% -2K -33.3% $132.18 +7.9%
175 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,000.0 $654K 0.08% NEW $327.07 +8.1%
176 AON CALL AON PLC Financial Services 2,000.0 $646K 0.08% NEW $322.78 -1.7%
177 VECO VEECO INSTRS INC DEL Technology 19,000.0 $643K 0.08% +9K +90.0% $33.86 +75.8%
178 ANNALY CAPITAL MANAGEMENT IN 30,000.0 $634K 0.08% NEW $21.15
179 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,000.0 $608K 0.08% -28K -93.2% $304.08 +4.1%
180 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 15,000.0 $596K 0.08% NEW $39.72 -0.3%
Page 9 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%