Institutional Fund
Landscape Capital Management, L.L.C.
Englewood, NJCIK 15361865 filings on record
Portfolio Value
$1.58B
Q1 2026
Holdings
703
Reported positions
New Buys
310
Opened this quarter
QoQ Change
+5.7%
from $1.49B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Heico Corp New1.6%
- Constellation Brands Inc1.4%
- Select Sector Spdr Tr1.2%
- Altria Group Inc1.1%
- Apple Inc1.0%
- Fox Corp0.9%
- Other92.8%
Portfolio Holdings
703 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Heico Corp New | 117.1K | $24.72M | 1.6% | −2.1K | Reduced |
| 2 | Constellation Brands Inc | 145.0K | $21.75M | 1.4% | +13.5K | Added |
| 3 | Select Sector Spdr Tr | 316.1K | $19.36M | 1.2% | +150.0K | Added |
| 4 | Altria Group Inc | 262.9K | $17.35M | 1.1% | +5.1K | Added |
| 5 | Apple Inc | 63.5K | $16.12M | 1.0% | +57.4K | Added |
| 6 | Fox Corp | 273.0K | $14.50M | 0.9% | −2.0K | Reduced |
| 7 | Caseys Gen Stores Inc | 19.7K | $14.34M | 0.9% | +11.8K | Added |
| 8 | Celsius Hldgs Inc | 384.1K | $13.63M | 0.9% | +108.7K | Added |
| 9 | Lemonade Inc | 211.7K | $13.27M | 0.8% | +133.0K | Added |
| 10 | Rush Street Interactive Inc | 575.1K | $12.51M | 0.8% | +132.1K | Added |
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