EdgeMarket › What Greenland Capital Management Lp reported owning
What Greenland Capital Management Lp 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
786.6MPositions
278Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NSC NORFOLK SOUTHERN CORP | 30.4M | 3.9% | 105.8K | 350.72 | +22.8% |
| EA ELECTRONIC ARTS INC. | 27.7M | 3.5% | 135.9K | 209.70 | +33.5% |
| unmapped CUSIP 594972AU5 | 17.4M | 2.2% | 20.0M | — | — |
| LNT ALLIANT ENERGY CORP | 13.8M | 1.8% | 192.5K | 67.86 | +2.3% |
| AEE AMEREN CORP | 13.3M | 1.7% | 121.0K | 106.13 | +4.1% |
| ETR ENTERGY CORP /DE/ | 12.8M | 1.6% | 114.3K | 104.62 | +16.5% |
| XIFR XPLR Infrastructure, LP | 12.1M | 1.5% | 1.1M | 11.15 | +9.7% |
| AMZN AMAZON COM INC | 11.5M | 1.5% | 55.4K | 258.63 | +15.6% |
| PPL PPL Corp | 11.0M | 1.4% | 288.2K | 34.38 | -7.3% |
| D DOMINION ENERGY, INC | 10.9M | 1.4% | 176.6K | 66.60 | +8.3% |
| CMS CMS ENERGY CORP | 10.6M | 1.4% | 137.1K | 68.27 | -6.5% |
| OHI OMEGA HEALTHCARE INVESTORS INC | 9.3M | 1.2% | 212.6K | 46.61 | +11.4% |
| unmapped CUSIP 767292AB1 | 9.2M | 1.2% | 8.0M | — | — |
| DUK Duke Energy CORP | 8.9M | 1.1% | 67.7K | 119.85 | -3.7% |
| AWK American Water Works Company, Inc. | 8.6M | 1.1% | 63.2K | 135.39 | -7.0% |
| BRSP BrightSpire Capital, Inc. | 8.5M | 1.1% | 1.5M | 4.91 | -12.9% |
| CTRE CareTrust REIT, Inc. | 7.1M | 0.9% | 194.0K | 39.58 | +15.4% |
| AEP AMERICAN ELECTRIC POWER CO INC | 6.7M | 0.9% | 51.5K | — | — |
| PEN Penumbra Inc | 6.5M | 0.8% | 19.8K | 325.18 | +27.2% |
| TMUS T-Mobile US, Inc. | 6.3M | 0.8% | 30.1K | 183.04 | -29.3% |
| WEC WEC ENERGY GROUP, INC. | 5.9M | 0.8% | 51.0K | 106.01 | -2.7% |
| unmapped CUSIP 594972AJ0 | 5.8M | 0.7% | 5.0M | — | — |
| AQN ALGONQUIN POWER & UTILITIES CORP. | 5.7M | 0.7% | 929.0K | 5.70 | -2.1% |
| LQDA Liquidia Corp | 5.7M | 0.7% | 150.0K | 68.62 | +150.9% |
| unmapped CUSIP 594972AQ4 | 5.5M | 0.7% | 5.0M | — | — |
| CNP CENTERPOINT ENERGY INC | 5.2M | 0.7% | 120.6K | 38.77 | +0.7% |
| STRK Strategy Inc | 5.1M | 0.6% | 71.7K | 72.26 | -24.9% |
| LBRDK Liberty Broadband Corp | 4.5M | 0.6% | 89.7K | 36.02 | -41.3% |
| AHR American Healthcare REIT, Inc. | 4.5M | 0.6% | 95.0K | 55.93 | +34.0% |
| unmapped CUSIP 594972AS0 | 4.2M | 0.5% | 5.0M | — | — |
| RGTIW Rigetti Computing, Inc. | 4.1M | 0.5% | 750.0K | 7.89 | +39.9% |
| V VISA INC. | 4.0M | 0.5% | 13.2K | 371.04 | +7.9% |
| SBRA Sabra Health Care REIT, Inc. | 3.9M | 0.5% | 205.0K | 20.39 | +4.8% |
| unmapped CUSIP 594972AL5 | 3.9M | 0.5% | 4.0M | — | — |
| FTS Fortis Inc. | 3.8M | 0.5% | 68.5K | 54.90 | +8.0% |
| WBD Warner Bros. Discovery, Inc. | 3.7M | 0.5% | 135.4K | 28.55 | +147.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 3.5M | 0.4% | 10.4K | 418.95 | +83.3% |
| MELI MERCADOLIBRE INC | 3.5M | 0.4% | 2.0K | 1,922.73 | -17.7% |
| KVUE Kenvue Inc. | 3.5M | 0.4% | 201.1K | 19.06 | -11.9% |
| ADI ANALOG DEVICES INC | 3.4M | 0.4% | 10.7K | 373.09 | +52.4% |
| TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD | 3.2M | 0.4% | 107.5K | 37.34 | +112.0% |
| ABNB Airbnb, Inc. | 3.1M | 0.4% | 24.2K | 187.30 | +49.9% |
| NVDA NVIDIA CORP | 3.0M | 0.4% | 17.4K | 214.72 | +22.4% |
| BATRK Atlanta Braves Holdings, Inc. | 3.0M | 0.4% | 69.6K | 51.93 | +19.8% |
| QRVO Qorvo, Inc. | 2.9M | 0.4% | 38.0K | 95.56 | +7.3% |
| CUBE CubeSmart | 2.9M | 0.4% | 80.0K | 40.89 | +2.3% |
| RSP Invesco S&P 500 Equal Weight ETF | 2.8M | 0.4% | 14.7K | 221.67 | +18.8% |
| SUI SUN COMMUNITIES INC | 2.8M | 0.4% | 22.0K | 121.66 | -4.3% |
| AIV APARTMENT INVESTMENT & MANAGEMENT CO | 2.7M | 0.3% | 665.2K | 2.62 | -65.8% |
| XLP State Street Consumer Staples Select Sector SP | 2.6M | 0.3% | 31.6K | 85.99 | +3.3% |
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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