Holdings
Headland Capital, LLC
As of Jun 30, 2026, Headland Capital, LLC reported 33 positions worth US$162M. Largest: Progressive Corporation (the), Ge Vernova Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Progressive Corporation (the) | 204K | US$44.5M | +2,158 | Jun 30, 2026 |
| Ge Vernova Inc. | 25,697 | US$30.2M | −1,019 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 42,120 | US$20.1M | −1,328 | Jun 30, 2026 |
| Apple Inc | 41,929 | US$12.1M | +95 | Jun 30, 2026 |
| Amazon.com, Inc. | 39,480 | US$9.41M | +668 | Jun 30, 2026 |
| Costco Wholesale Corporation | 9,640 | US$9.02M | +176 | Jun 30, 2026 |
| Prologis, Inc. | 52,806 | US$7.15M | +2,039 | Jun 30, 2026 |
| Microsoft Corp. | 18,870 | US$7.04M | +869 | Jun 30, 2026 |
| Boston Scientific Corporation | 105K | US$4.49M | +10,856 | Jun 30, 2026 |
| Huntington Ingalls Industries, Inc. | 14,968 | US$4.19M | +1,720 | Jun 30, 2026 |