Landscape Capital Management, L.L.C.

Landscape Capital Management, L.L.C. reported 1,872 holdings worth US$1.54B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Landscape Capital Management, L.L.C. reported 1,872 holdings worth US$1.54B as of Jun 30, 2026. Largest: Heico Corporation, Constellation Brands, Inc. and Altria Group, Inc. Filed Aug 12, 2026 (Form 13F).

Holdings
1,872
Value as reported
US$1.54B

The filing in full

CompanySharesValue as reported% of portfolio
Heico Corporation121KUS$31.1M2.0%
Constellation Brands, Inc.151KUS$20.9M1.4%
Altria Group, Inc.243KUS$17.5M1.1%
Primo Brands Corporation657KUS$16.1M1.0%
The J.m. Smucker Company128KUS$14.4M0.94%
Fox Corporation246KUS$12.8M0.83%
Rush Street Interactive, Inc.415KUS$12.3M0.80%
Allegiant Travel Company104KUS$12.2M0.79%
Monster Beverage Corporation117KUS$11.2M0.73%
Colgate-palmolive Company109KUS$10M0.65%
Estee Lauder Companies, Inc. (the)126KUS$9.98M0.65%
Match Group, Inc.253KUS$9.62M0.62%
Welltower Inc.41,567US$9.43M0.61%
Peloton Interactive, Inc.1.46MUS$8.62M0.56%
Sharkninja, Inc.56,091US$8.54M0.55%
Cvs Health Corporation82,314US$8.52M0.55%
Draftkings Inc.336KUS$8.5M0.55%
News Corporation337KUS$8.37M0.54%
Roblox Corporation153KUS$8.32M0.54%
Carmax Inc155KUS$8.18M0.53%
Prologis, Inc.59,103US$8.01M0.52%
The Realreal, Inc.673KUS$7.94M0.51%
Conagra Brands, Inc.557KUS$7.5M0.49%
Applied Materials, Inc.10,129US$7.32M0.47%
American Eagle Outfitters, Inc.406KUS$6.98M0.45%
Chipotle Mexican Grill, Inc.201KUS$6.82M0.44%
Dollar General Corporation59,170US$6.81M0.44%
Charles Schwab Corporation (the)72,127US$6.66M0.43%
Bj's Restaurants, Inc.109KUS$6.61M0.43%
Uber Technologies, Inc.91,271US$6.59M0.43%
Newell Brands Inc.1.07MUS$6.54M0.42%
General Mills, Inc.188KUS$6.54M0.42%
Etsy, Inc.85,835US$6.47M0.42%
Carter's, Inc.154KUS$6.34M0.41%
Caseys General Stores, Inc.7,943US$6.31M0.41%
United Parcel Service, Inc.58,379US$6.28M0.41%
Hormel Foods Corporation246KUS$6.11M0.40%
Cummins Inc.8,560US$6.11M0.40%
Bj's Wholesale Club Holdings, Inc.69,717US$6.08M0.39%
Hims & Hers Health, Inc.175KUS$6.07M0.39%
Freshpet, Inc.101KUS$5.98M0.39%
Resmed Inc.28,834US$5.62M0.36%
W. P. Carey Inc. Reit77,339US$5.53M0.36%
Sherwin-williams Company (the)16,037US$5.52M0.36%
Edison International74,109US$5.52M0.36%
Capital One Financial Corporation27,320US$5.48M0.36%
Cloudflare, Inc.22,187US$5.44M0.35%
Trex Company, Inc.107KUS$5.38M0.35%
Lam Research Corporation12,271US$5.32M0.34%
Healthpeak Properties, Inc.244KUS$5.22M0.34%
Cintas Corporation30,603US$5.2M0.34%
Ppl Corporation141KUS$5.11M0.33%
Mondelez International, Inc.87,982US$5.09M0.33%
Driven Brands Holdings Inc.364KUS$5.08M0.33%
Corsair Gaming, Inc.523KUS$5.05M0.33%
Mastercard Incorporated9,775US$5.02M0.33%
Clorox Company (the)52,602US$5.02M0.33%
Visa Inc.14,414US$4.95M0.32%
Duolingo, Inc.42,581US$4.9M0.32%
American Airlines Group, Inc.269KUS$4.87M0.32%
Idexx Laboratories, Inc.9,206US$4.85M0.31%
H&r Block, Inc.126KUS$4.8M0.31%
Apa Corporation145KUS$4.72M0.31%
Plug Power, Inc.1.73MUS$4.7M0.30%
S&p Global Inc.11,500US$4.68M0.30%
Constellation Energy Corporation18,287US$4.54M0.29%
Essential Properties Realty Trust, Inc.151KUS$4.51M0.29%
Hubspot, Inc.24,689US$4.51M0.29%
Transdigm Group Inc.3,379US$4.5M0.29%
Federal Realty Investment Trust36,255US$4.48M0.29%
Scotts Miracle-gro Company (the)65,425US$4.46M0.29%
Snowflake Inc.17,400US$4.43M0.29%
Block, Inc.57,483US$4.37M0.28%
Parker-hannifin Corporation4,446US$4.35M0.28%
West Pharmaceutical Services, Inc.12,112US$4.35M0.28%
Western Digital Corporation6,616US$4.23M0.27%
Hovnanian Enterprises, Inc.29,447US$4.19M0.27%
F5, Inc.10,072US$4.19M0.27%
Viasat, Inc.46,505US$4.18M0.27%
Molson Coors Beverage Company107KUS$4.17M0.27%
Boston Scientific Corporation97,691US$4.17M0.27%
Ralph Lauren Corporation10,374US$4.16M0.27%
Blackstone Inc.35,221US$4.14M0.27%
Kimberly-clark Corporation37,091US$4.07M0.26%
Venture Global, Inc.366KUS$4.07M0.26%
Victorias Secret & Co.48,682US$4.06M0.26%
Burlington Stores, Inc.12,812US$4.06M0.26%
Savers Value Village, Inc.402KUS$4.06M0.26%
Novo Nordisk A/s Class B84,495US$4.05M0.26%
First Watch Restaurant Group, Inc.314KUS$4.05M0.26%
Abivax Sa30,353US$4.04M0.26%
Terawulf Inc.159KUS$3.92M0.25%
Broadcom Inc.10,129US$3.83M0.25%
Casella Waste Systems, Inc.39,378US$3.82M0.25%
Liberty Media Corporation - Series A Liberty Formula One40,125US$3.82M0.25%
Quantum Computing Inc.381KUS$3.7M0.24%
Toast, Inc.133KUS$3.69M0.24%
Ulta Beauty, Inc.8,134US$3.67M0.24%
Kinder Morgan, Inc.115KUS$3.67M0.24%
Acushnet Holdings Corp.30,693US$3.64M0.24%

Every holding of Landscape Capital Management, L.L.C.

Source

View original at SEC

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