Holdings
Landscape Capital Management, L.L.C.
As of Jun 30, 2026, Landscape Capital Management, L.L.C. reported 554 positions worth US$1.3B. Largest: Heico Corporation, Constellation Brands, Inc. and Altria Group, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Heico Corporation | 121K | US$31.1M | +3,545 | Jun 30, 2026 |
| Constellation Brands, Inc. | 151K | US$20.9M | +5,497 | Jun 30, 2026 |
| Altria Group, Inc. | 243K | US$17.5M | −20,195 | Jun 30, 2026 |
| Primo Brands Corporation | 657K | US$16.1M | new | Jun 30, 2026 |
| The J.m. Smucker Company | 128K | US$14.4M | new | Jun 30, 2026 |
| Fox Corporation | 246K | US$12.8M | −2,677 | Jun 30, 2026 |
| Rush Street Interactive, Inc. | 415K | US$12.3M | −160K | Jun 30, 2026 |
| Allegiant Travel Company | 104K | US$12.2M | −4,219 | Jun 30, 2026 |
| Monster Beverage Corporation | 117K | US$11.2M | new | Jun 30, 2026 |
| Colgate-palmolive Company | 109K | US$10M | new | Jun 30, 2026 |