Institutions / Landscape Capital Management, L.L.C.

Landscape Capital Management, L.L.C.

CIK 1536186 · Institution · as of Dec 31, 2025
Portfolio value
$1.49B
Positions
699
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 699 →
CompanyClassValueShares% of portfolio
Heico Corp$30.10M119,2422.0%
Monster Beverage Corp$26.14M340,9951.8%
SPDR S&P 500 ETF Tr$24.77M36,3181.7%
Constellation Brands, Inc.$18.14M131,4701.2%
Fox Corp$17.86M275,0001.2%
Conagra Brands Inc.$17.38M1,003,8491.2%
Sphere Entertainment Co.$16.08M169,1001.1%
Altria Group, Inc.$14.86M257,7791.0%
Fiserv Inc$13.31M198,1210.9%
Celsius Holdings, Inc.$12.59M275,3540.8%
American Eagle Outfitters Inc$12.56M476,2130.8%
Molson Coors Beverage Co$12.13M259,8860.8%
Dollar General Corp$11.74M88,4440.8%
Rollins Inc$11.47M191,0800.8%
Affirm Holdings Inc Class a$10.00M134,3850.7%
Scotts Miracle-Gro Co$9.82M168,2140.7%
Caesars Entertainment, Inc.$9.72M415,6320.7%
TheRealReal, Inc.$9.62M609,7920.6%
Victoria's Secret & Co.$9.61M177,4230.6%
BellRing Brands Inc$9.49M354,9380.6%
Viking Holdings Ltd$9.25M129,5580.6%
H&R Block Inc$9.17M210,4980.6%
Match Group, Inc.$9.11M282,1050.6%
Comcast Corp.$8.81M294,7870.6%
Dutch Bros Inc.$8.74M142,6880.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.