Landscape Capital Management, L.L.C.

13F filer · CIK 0001536186

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$1.54BU.S. long equity reported on 13F

Positions621265 new · 342 closed

Net flow last quarter-$327MBuys minus sells

Top 10 positions weight10.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026621 positions
HEI.AHeico Corp	$31.1M	2.02%	Not reported	+3.0%	Q4 2013
STZConstellation Brands, Inc.	$20.9M	1.36%	Not reported	+3.8%	Q3 2018
SMHMarket Vectors ETF Trust	$19.7M	1.28%	Not reported	New	Q2 2026
MOAltria Group, Inc.	$17.5M	1.13%	0.01%	-7.7%	Q2 2023
PRMBPrimo Brands Corp	$16.1M	1.04%	0.18%	New	Q2 2026
SJMJ M SMUCKER Co	$14.4M	0.94%	0.12%	Not reported	Q2 2017
FOXFox Corp	$12.8M	0.83%	Not reported	+0.2%	Q3 2019
RSIRush Street Interactive, Inc.	$12.3M	0.80%	0.20%	-27.8%	Q3 2025
ALGTAllegiant Travel CO	$12.2M	0.79%	0.56%	-3.9%	Q2 2015
MNSTMonster Beverage Corp	$11.2M	0.73%	0.01%	Not reported	Q4 2018
CLColgate Palmolive Co	$10M	0.65%	0.01%	Not reported	Q3 2018
ELEstee Lauder Companies Inc	$9.98M	0.65%	Not reported	+342.6%	Q1 2015
MTCHMatch Group, Inc.	$9.62M	0.62%	0.11%	-26.4%	Q4 2015
WELLWelltower Inc.	$9.43M	0.61%	0.01%	+30.3%	Q3 2015
PTONPeloton Interactive, Inc.	$8.62M	0.56%	Not reported	+84.0%	Q3 2020
SNSharkNinja, Inc.	$8.54M	0.55%	0.04%	Not reported	Q2 2024
CVSCVS HEALTH Corp	$8.52M	0.55%	0.01%	+158.2%	Q2 2015
DKNGDraftKings Inc.	$8.5M	0.55%	Not reported	+39.2%	Q4 2020
NWSANews Corp	$8.37M	0.54%	0.06%	-10.7%	Q4 2014
RBLXRoblox Corp	$8.32M	0.54%	0.02%	+24.5%	Q3 2021
KMXCarmax Inc	$8.18M	0.53%	0.11%	-29.9%	Q1 2015
PLDPrologis, Inc.	$8.01M	0.52%	0.01%	Not reported	Q4 2013
REALTheRealReal, Inc.	$7.94M	0.51%	0.55%	Not reported	Q2 2019
CAGConagra Brands Inc.	$7.5M	0.49%	0.12%	Not reported	Q4 2018
AMATApplied Materials Inc	$7.32M	0.47%	0.00%	-50.7%	Q4 2018
ASAASA Gold & Precious Metals Ltd	$7.28M	0.47%	Not reported	Not reported	Q4 2015
AEOAmerican Eagle Outfitters Inc	$6.98M	0.45%	0.24%	Not reported	Q2 2014
CMGChipotle Mexican Grill Inc	$6.82M	0.44%	0.02%	-0.8%	Q2 2014
DGDollar General Corp	$6.81M	0.44%	0.03%	+29.5%	Q3 2014
SCHWSchwab Charles Corp	$6.66M	0.43%	0.00%	+390.1%	Q2 2015
BJRIBJs RESTAURANTS INC	$6.61M	0.43%	0.51%	Not reported	Q1 2015
UBERUber Technologies, Inc	$6.59M	0.43%	0.00%	+213.1%	Q2 2020
NWLNewell Brands Inc.	$6.54M	0.42%	0.25%	+3153.5%	Q3 2015
GISGeneral Mills Inc	$6.54M	0.42%	0.04%	Not reported	Q3 2018
ETSYEtsy Inc	$6.47M	0.42%	0.09%	+46.2%	Q4 2015
CRICarters Inc	$6.34M	0.41%	0.42%	-44.3%	Q4 2014
CASYCaseys General Stores Inc	$6.31M	0.41%	0.02%	-59.7%	Q1 2018
UPSUnited Parcel Service Inc	$6.28M	0.41%	0.01%	+259.4%	Q2 2017
HRLHormel Foods Corp	$6.11M	0.40%	Not reported	Not reported	Q2 2021
CMICummins Inc	$6.11M	0.40%	0.01%	Not reported	Q4 2015
BJBJ's Wholesale Club Holdings, Inc.	$6.08M	0.39%	0.05%	-8.8%	Q2 2018
HIMSHims & Hers Health, Inc.	$6.07M	0.39%	Not reported	+60.9%	Q1 2022
FRPTFreshpet, Inc.	$5.98M	0.39%	0.21%	+181.9%	Q4 2015
RMDResmed Inc	$5.62M	0.36%	0.02%	+1998.5%	Q2 2019
WPCW. P. Carey Inc.	$5.53M	0.36%	0.03%	Not reported	Q1 2025
SHWSherwin Williams Co	$5.52M	0.36%	0.01%	Not reported	Q2 2015
EIXEdison International	$5.52M	0.36%	0.02%	+43.0%	Q3 2018
COFCapital One Financial Corp	$5.48M	0.36%	0.00%	-1.3%	Q3 2017
NETCloudflare, Inc.	$5.44M	0.35%	Not reported	+183.3%	Q3 2019
CMPSCOMPASS Pathways plc	$5.44M	0.35%	0.28%	+461.2%	Q1 2026

Q1 2026Reported May 12, 2026698 positions
HEI.AHeico Corp	$24.7M	1.57%	Not reported	-1.8%	Q4 2013
STZConstellation Brands, Inc.	$21.8M	1.38%	Not reported	+10.3%	Q3 2018
MOAltria Group, Inc.	$17.3M	1.10%	0.02%	+2.0%	Q2 2023
AAPLApple Inc.	$16.1M	1.02%	0.00%	+940.0%	Q3 2014
FOXFox Corp	$14.5M	0.92%	Not reported	-0.7%	Q3 2019
CASYCaseys General Stores Inc	$14.3M	0.91%	0.05%	+150.0%	Q1 2018
CELHCelsius Holdings, Inc.	$13.6M	0.86%	0.15%	+39.5%	Q2 2021
LMNDLemonade, Inc.	$13.3M	0.84%	0.28%	+168.8%	Q1 2023
RSIRush Street Interactive, Inc.	$12.5M	0.79%	0.28%	+29.8%	Q3 2025
SMGScotts Miracle-Gro Co	$12.3M	0.78%	0.35%	+19.8%	Q3 2015
MDLZMondelez International, Inc.	$11.6M	0.73%	0.02%	+218.2%	Q2 2022
MUSAMurphy USA Inc.	$11.5M	0.73%	0.13%	+35.6%	Q3 2017
BROSDutch Bros Inc.	$11.3M	0.72%	0.14%	+56.2%	Q4 2023
MTCHMatch Group, Inc.	$10.6M	0.67%	0.15%	+21.8%	Q4 2015
WMTWalmart Inc.	$10.2M	0.65%	0.00%	+129.3%	Q3 2015
CRICarters Inc	$9.9M	0.63%	0.76%	+5.7%	Q4 2014
CAVACava Group, Inc.	$9.48M	0.60%	0.10%	+139.9%	Q2 2024
NWSANews Corp	$9.41M	0.60%	0.07%	+25.8%	Q4 2014
ROLRollins Inc	$9.39M	0.60%	0.04%	-8.0%	Q3 2019
KMXCarmax Inc	$9.18M	0.58%	0.16%	Not reported	Q1 2015
PGPROCTER & GAMBLE Co	$9.03M	0.57%	0.00%	+395.7%	Q1 2014
TAPMolson Coors Beverage Co	$8.93M	0.57%	Not reported	-20.2%	Q2 2014
ALGTAllegiant Travel CO	$8.75M	0.56%	0.59%	+83.1%	Q2 2015
ASAASA Gold & Precious Metals Ltd	$8.68M	0.55%	Not reported	Not reported	Q4 2015
ASOAcademy Sports & Outdoors, Inc.	$8.56M	0.54%	0.24%	+661.3%	Q4 2023
AFRMAffirm Holdings, Inc.	$8.24M	0.52%	0.30%	+33.8%	Q4 2021
TGTTarget Corp	$8.19M	0.52%	0.01%	Not reported	Q2 2014
NFLXNetflix Inc	$8.15M	0.52%	0.00%	+548.3%	Q1 2014
CVNACarvana Co.	$8M	0.51%	Not reported	+71.9%	Q1 2018
WDCWestern Digital Corp	$7.94M	0.50%	0.01%	-11.1%	Q1 2015
NVDANvidia Corp	$7.92M	0.50%	0.00%	Not reported	Q2 2015
TSNTyson Foods, Inc.	$7.89M	0.50%	Not reported	+1.4%	Q3 2014
SPGIS&P Global Inc.	$7.88M	0.50%	0.01%	+294.6%	Q3 2018
RTXRTX Corp	$7.71M	0.49%	0.00%	Not reported	Q1 2024
GWWW.W. Grainger, Inc.	$7.57M	0.48%	0.01%	+33.0%	Q2 2014
BJBJ's Wholesale Club Holdings, Inc.	$7.52M	0.48%	0.06%	+1.5%	Q2 2018
LRCXLam Research Corp	$7.47M	0.47%	0.00%	+53.4%	Q2 2024
USBUS Bancorp \de\	$7.34M	0.47%	0.01%	Not reported	Q1 2020
VVisa Inc.	$7.33M	0.47%	0.00%	+111.7%	Q1 2020
ALKAlaska Air Group, Inc.	$7.31M	0.46%	0.18%	Not reported	Q2 2015
KMIKinder Morgan, Inc.	$7.25M	0.46%	0.01%	+21.3%	Q4 2015
ORLYO Reilly Automotive Inc	$7.22M	0.46%	0.01%	+16.0%	Q1 2015
APLDApplied Digital Corp.	$7.17M	0.45%	0.11%	+164.5%	Q4 2025
TPRTapestry, Inc.	$7.07M	0.45%	0.02%	+32.6%	Q1 2018
EDConsolidated Edison Inc	$7.04M	0.45%	0.02%	+81.0%	Q3 2016
AMATApplied Materials Inc	$7.02M	0.45%	0.00%	+11.0%	Q4 2018
AVGOBroadcom Inc.	$6.99M	0.44%	0.00%	+194.0%	Q3 2018
RBLXRoblox Corp	$6.95M	0.44%	0.02%	+31.4%	Q3 2021
CHHChoice Hotels International Inc	$6.88M	0.44%	0.15%	Not reported	Q2 2015
BXBlackstone Inc.	$6.82M	0.43%	0.01%	+280.1%	Q2 2015

Q4 2025Reported Feb 13, 2026688 positions
HEI.AHeico Corp	$30.1M	2.02%	Not reported	+10.1%	Q4 2013
MNSTMonster Beverage Corp	$26.1M	1.75%	0.03%	-2.2%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$24.8M	1.66%	Not reported	Not reported	Q4 2013
STZConstellation Brands, Inc.	$18.1M	1.22%	Not reported	+29.3%	Q3 2018
FOXFox Corp	$17.9M	1.20%	Not reported	+3.4%	Q3 2019
CAGConagra Brands Inc.	$17.4M	1.16%	0.21%	+534.6%	Q4 2018
SPHRSphere Entertainment Co.	$16.1M	1.08%	Not reported	-30.5%	Q4 2024
MOAltria Group, Inc.	$14.9M	1.00%	0.02%	-4.7%	Q2 2023
FISVFiserv Inc	$13.3M	0.89%	0.04%	Not reported	Q2 2017
CELHCelsius Holdings, Inc.	$12.6M	0.84%	0.11%	Not reported	Q2 2021
AEOAmerican Eagle Outfitters Inc	$12.6M	0.84%	0.28%	+5.5%	Q2 2014
TAPMolson Coors Beverage Co	$12.1M	0.81%	Not reported	+23.6%	Q2 2014
DGDollar General Corp	$11.7M	0.79%	0.04%	Not reported	Q3 2014
ROLRollins Inc	$11.5M	0.77%	0.04%	+405.3%	Q3 2019
AFRMAffirm Holdings, Inc.	$10M	0.67%	0.23%	-11.9%	Q4 2021
SMGScotts Miracle-Gro Co	$9.82M	0.66%	0.29%	-32.9%	Q3 2015
CZRCaesars Entertainment, Inc.	$9.72M	0.65%	0.21%	+123.5%	Q1 2015
REALTheRealReal, Inc.	$9.62M	0.65%	0.52%	-47.9%	Q2 2019
VSXYVictoria's Secret & Co.	$9.61M	0.64%	0.22%	+47.5%	Q4 2022
BRBRBellring Brands, Inc.	$9.49M	0.64%	0.30%	-35.0%	Q1 2023
VIKViking Holdings Ltd	$9.25M	0.62%	Not reported	New	Q4 2025
HRBH&R Block Inc	$9.17M	0.61%	0.17%	+46.1%	Q2 2014
MTCHMatch Group, Inc.	$9.11M	0.61%	0.12%	+38.9%	Q4 2015
CMCSAComcast Corp	$8.81M	0.59%	0.01%	+46.6%	Q1 2014
BROSDutch Bros Inc.	$8.74M	0.59%	0.09%	Not reported	Q4 2023
RSIRush Street Interactive, Inc.	$8.61M	0.58%	0.22%	-15.8%	Q3 2025
CRICarters Inc	$8.49M	0.57%	0.72%	-11.1%	Q4 2014
ASAASA Gold & Precious Metals Ltd	$8.35M	0.56%	Not reported	Not reported	Q4 2015
ROPRoper Technologies Inc	$8.33M	0.56%	0.02%	+1831.8%	Q3 2019
VRTXVertex Pharmaceuticals Inc / Ma	$8.18M	0.55%	0.01%	+72.2%	Q2 2018
EXPEExpedia Group, Inc.	$8M	0.54%	0.02%	+44.6%	Q1 2015
NWSANews Corp	$7.84M	0.53%	0.05%	Not reported	Q4 2014
PAYXPaychex Inc	$7.8M	0.52%	0.02%	Not reported	Q4 2017
GISGeneral Mills Inc	$7.79M	0.52%	0.03%	+72.6%	Q3 2018
HRLHormel Foods Corp	$7.73M	0.52%	Not reported	+22.5%	Q2 2021
JBLUJetblue Airways Corp	$7.68M	0.51%	0.46%	+75.8%	Q1 2014
RBLXRoblox Corp	$7.58M	0.51%	0.01%	+37.3%	Q3 2021
ZTSZoetis Inc.	$7.27M	0.49%	0.01%	+40.0%	Q3 2018
TSNTyson Foods, Inc.	$7.12M	0.48%	Not reported	-1.7%	Q3 2014
JCIJohnson Controls International plc	$7.11M	0.48%	0.01%	+34.9%	Q3 2017
CTASCintas Corp	$7.01M	0.47%	0.01%	+233.6%	Q3 2019
MUSAMurphy USA Inc.	$6.95M	0.47%	0.09%	Not reported	Q3 2017
GEGeneral Electric Co	$6.84M	0.46%	0.00%	+1.7%	Q2 2024
MUMicron Technology Inc	$6.78M	0.45%	0.00%	-50.9%	Q4 2013
BJBJ's Wholesale Club Holdings, Inc.	$6.78M	0.45%	0.06%	Not reported	Q2 2018
TSCOTractor Supply Co	$6.63M	0.44%	0.03%	+156.0%	Q4 2014
SFIXStitch Fix, Inc.	$6.46M	0.43%	4.55%	+49.0%	Q1 2019
CPBCAMPBELL'S Co	$6.42M	0.43%	0.08%	+51.3%	Q3 2015
PCTYPaylocity Holding Corp	$6.4M	0.43%	0.08%	+27.5%	Q2 2015
ALRMAlarm.com Holdings, Inc.	$6.37M	0.43%	0.25%	-1.2%	Q2 2015

Q3 2025Reported Nov 13, 2025592 positions
HEI.AHeico Corp	$27.5M	1.75%	Not reported	Not reported	Q4 2013
MNSTMonster Beverage Corp	$23.5M	1.49%	0.04%	+276.2%	Q4 2018
BRBRBellring Brands, Inc.	$19.8M	1.26%	0.43%	+261.5%	Q1 2023
IBITiShares Bitcoin Trust ETF	$19.6M	1.24%	0.02%	-38.0%	Q1 2024
MOAltria Group, Inc.	$17.9M	1.13%	0.02%	+675.3%	Q2 2023
FBTCFidelity Wise Origin Bitcoin Fund	$16.5M	1.05%	0.07%	-15.5%	Q1 2024
FOXFox Corp	$15.2M	0.97%	Not reported	+15.0%	Q3 2019
SPHRSphere Entertainment Co.	$15.1M	0.96%	Not reported	+32.9%	Q4 2024
SMGScotts Miracle-Gro Co	$14.3M	0.91%	0.43%	+276.6%	Q3 2015
BF.BBrown Forman Corp	$13.7M	0.87%	0.11%	Not reported	Q3 2015
STZConstellation Brands, Inc.	$13.7M	0.87%	Not reported	+863.8%	Q3 2018
SJMJ M SMUCKER Co	$13.7M	0.87%	0.12%	+79.1%	Q2 2017
RMDResmed Inc	$13.4M	0.85%	0.03%	+123.2%	Q2 2019
WMTWalmart Inc.	$13.1M	0.83%	0.00%	+485.4%	Q3 2015
REALTheRealReal, Inc.	$12.4M	0.79%	1.00%	+23.0%	Q2 2019
UBERUber Technologies, Inc	$12.3M	0.78%	0.01%	+88.1%	Q2 2020
WELLWelltower Inc.	$11.3M	0.72%	0.01%	+385.3%	Q3 2015
AFRMAffirm Holdings, Inc.	$11.1M	0.71%	0.26%	-30.3%	Q4 2021
TEMTempus AI, Inc.	$11M	0.70%	Not reported	+19.8%	Q2 2025
RSIRush Street Interactive, Inc.	$10.8M	0.68%	0.26%	New	Q3 2025
ORCLOracle Corp	$10M	0.64%	0.00%	+240.7%	Q1 2015
TAPMolson Coors Beverage Co	$9.52M	0.60%	Not reported	Not reported	Q2 2014
CLXClorox Co	$9.46M	0.60%	0.06%	Not reported	Q3 2018
RBLXRoblox Corp	$9.44M	0.60%	0.01%	-18.4%	Q3 2021
NWSANews Corp	$9.21M	0.58%	0.05%	Not reported	Q4 2014
ADBEAdobe Inc.	$9.19M	0.58%	0.01%	+281.5%	Q3 2017
APHAmphenol Corp	$8.57M	0.54%	0.01%	+80.9%	Q3 2019
WDCWestern Digital Corp	$8.53M	0.54%	0.02%	+65.3%	Q1 2015
CRICarters Inc	$8.32M	0.53%	0.81%	-20.6%	Q4 2014
GOOGLAlphabet Inc.	$8.31M	0.53%	0.00%	+18.6%	Q1 2018
CVSCVS HEALTH Corp	$8.27M	0.52%	0.01%	+31.7%	Q2 2015
CCDCalamos Dynamic Convertible & Income Fund	$8.18M	0.52%	Not reported	+90.8%	Q3 2015
CABOCable One, Inc.	$8.12M	0.51%	0.81%	+87.0%	Q4 2020
MUMicron Technology Inc	$8.1M	0.51%	0.00%	+504.5%	Q4 2013
ALGNAlign Technology Inc	$7.87M	0.50%	0.09%	+21.4%	Q3 2020
AEOAmerican Eagle Outfitters Inc	$7.73M	0.49%	0.27%	+75.2%	Q2 2014
NYTNew York Times Co	$7.53M	0.48%	Not reported	-3.8%	Q4 2015
TDUPThredUp Inc.	$7.39M	0.47%	0.63%	Not reported	Q2 2022
TMUST-Mobile US, Inc.	$7.37M	0.47%	0.00%	+161.8%	Q4 2014
HRBH&R Block Inc	$7.29M	0.46%	0.11%	-0.4%	Q2 2014
MTCHMatch Group, Inc.	$7.17M	0.45%	0.09%	+20.5%	Q4 2015
FWONALiberty Media Corp	$7.15M	0.45%	Not reported	+8.3%	Q3 2023
FDXFedex Corp	$7.01M	0.44%	0.01%	+3.9%	Q2 2016
FCFSFirstCash Holdings, Inc.	$7M	0.44%	0.10%	+48.3%	Q4 2015
DASHDoorDash, Inc.	$6.99M	0.44%	Not reported	+72.1%	Q3 2022
BOOTBoot Barn Holdings, Inc.	$6.94M	0.44%	0.14%	-32.7%	Q2 2015
BBWBuild-A-Bear Workshop Inc	$6.89M	0.44%	0.81%	+1.3%	Q1 2016
TSNTyson Foods, Inc.	$6.71M	0.43%	Not reported	+192.8%	Q3 2014
ALRMAlarm.com Holdings, Inc.	$6.7M	0.43%	0.25%	Not reported	Q2 2015
ITGartner Inc	$6.7M	0.42%	0.03%	+335.4%	Q3 2016

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