EdgeMarket › What Landscape Capital Management, L.L.C. reported owning
What Landscape Capital Management, L.L.C. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
703Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 422806208 | 24.7M | 1.6% | 117.1K | — | — |
| STZ CONSTELLATION BRANDS, INC. | 21.8M | 1.4% | 145.0K | 135.66 | -18.4% |
| XLE State Street Energy Select Sector SPDR ETF | 19.4M | 1.2% | 316.1K | 63.64 | +48.3% |
| MO ALTRIA GROUP, INC. | 17.3M | 1.1% | 262.9K | 66.09 | -2.2% |
| AAPL Apple Inc. | 16.1M | 1.0% | 63.5K | 309.35 | +36.9% |
| FOX Fox Corp | 14.5M | 0.9% | 273.0K | 61.05 | +13.0% |
| CASY CASEYS GENERAL STORES INC | 14.3M | 0.9% | 19.7K | 835.74 | +62.8% |
| CELH Celsius Holdings, Inc. | 13.6M | 0.9% | 384.1K | 33.36 | -46.2% |
| LMND Lemonade, Inc. | 13.3M | 0.8% | 211.7K | 53.37 | -4.3% |
| RSI Rush Street Interactive, Inc. | 12.5M | 0.8% | 575.1K | 25.80 | +32.3% |
| SMG SCOTTS MIRACLE-GRO CO | 12.3M | 0.8% | 201.5K | 61.01 | -0.0% |
| MDLZ Mondelez International, Inc. | 11.6M | 0.7% | 200.7K | 64.45 | +2.0% |
| MUSA Murphy USA Inc. | 11.5M | 0.7% | 23.3K | 569.72 | +44.5% |
| BROS Dutch Bros Inc. | 11.3M | 0.7% | 222.9K | 49.87 | -20.8% |
| MTCH Match Group, Inc. | 10.6M | 0.7% | 343.7K | 40.87 | +10.4% |
| WMT Walmart Inc. | 10.2M | 0.6% | 82.4K | 103.70 | +1.1% |
| CRI CARTERS INC | 9.9M | 0.6% | 276.7K | 35.77 | +40.6% |
| CAVA CAVA GROUP, INC. | 9.5M | 0.6% | 117.2K | 73.63 | +7.4% |
| NWSA NEWS CORP | 9.4M | 0.6% | 377.3K | 30.38 | +2.6% |
| ROL ROLLINS INC | 9.4M | 0.6% | 175.9K | 36.91 | -36.8% |
| KMX CARMAX INC | 9.2M | 0.6% | 220.7K | 62.13 | +7.5% |
| PG PROCTER & GAMBLE Co | 9.0M | 0.6% | 62.5K | 144.68 | -9.3% |
| TAP MOLSON COORS BEVERAGE CO | 8.9M | 0.6% | 207.3K | 42.94 | -16.3% |
| ALGT Allegiant Travel CO | 8.8M | 0.6% | 108.0K | 81.85 | +46.3% |
| ASA ASA Gold & Precious Metals Ltd | 8.7M | 0.6% | 140.0K | 63.27 | +84.9% |
| ASO Academy Sports & Outdoors, Inc. | 8.6M | 0.5% | 151.7K | 45.83 | -10.5% |
| AFRM Affirm Holdings, Inc. | 8.2M | 0.5% | 179.8K | 77.03 | +5.5% |
| TGT TARGET CORP | 8.2M | 0.5% | 67.6K | 165.44 | +67.6% |
| NFLX NETFLIX INC | 8.2M | 0.5% | 84.8K | 79.59 | -34.4% |
| CVNA CARVANA CO. | 8.0M | 0.5% | 25.4K | 69.91 | +3.2% |
| WDC WESTERN DIGITAL CORP | 7.9M | 0.5% | 29.4K | 459.44 | +507.4% |
| NVDA NVIDIA CORP | 7.9M | 0.5% | 45.4K | 214.72 | +22.4% |
| TSN TYSON FOODS, INC. | 7.9M | 0.5% | 123.1K | 58.48 | +3.4% |
| SPGI S&P Global Inc. | 7.9M | 0.5% | 18.5K | 431.29 | -22.6% |
| RTX RTX Corp | 7.7M | 0.5% | 40.0K | 209.91 | +34.1% |
| GWW W.W. GRAINGER, INC. | 7.6M | 0.5% | 6.9K | 1,312.24 | +31.3% |
| BJ BJ's Wholesale Club Holdings, Inc. | 7.5M | 0.5% | 76.4K | 96.42 | -10.2% |
| LRCX LAM RESEARCH CORP | 7.5M | 0.5% | 35.0K | 314.00 | +216.7% |
| USB US BANCORP \DE\ | 7.3M | 0.5% | 141.1K | 62.05 | +33.7% |
| V VISA INC. | 7.3M | 0.5% | 24.3K | 371.04 | +7.9% |
| ALK ALASKA AIR GROUP, INC. | 7.3M | 0.5% | 198.6K | 40.41 | -27.7% |
| KMI KINDER MORGAN, INC. | 7.3M | 0.5% | 216.3K | 30.98 | +16.6% |
| ORLY O REILLY AUTOMOTIVE INC | 7.2M | 0.5% | 78.2K | 89.11 | -14.3% |
| APLD Applied Digital Corp. | 7.2M | 0.5% | 302.1K | 27.21 | +73.1% |
| TPR TAPESTRY, INC. | 7.1M | 0.4% | 50.1K | 130.17 | +31.7% |
| ED CONSOLIDATED EDISON INC | 7.0M | 0.4% | 62.2K | 106.35 | +4.5% |
| AMAT APPLIED MATERIALS INC /DE | 7.0M | 0.4% | 20.5K | 492.32 | +205.9% |
| AVGO Broadcom Inc. | 7.0M | 0.4% | 22.6K | 368.45 | +26.5% |
| RBLX Roblox Corp | 7.0M | 0.4% | 123.0K | 38.37 | -67.6% |
| CHH CHOICE HOTELS INTERNATIONAL INC /DE | 6.9M | 0.4% | 66.4K | 109.62 | -8.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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