Goodlander Investment Management, LLC 13F Holdings · Q2 2026
Goodlander Investment Management, LLC reported 15 securities worth $331.27M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MTZ (13.19%), FIX (12.56%), LGN (10.03%). Among its top 25 positions this quarter: 8 new, 2 added, 5 trimmed, 5 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | $43.7M | 13.19% | 105,000 | Trimmed |
| 2 | FIX | COMFORT SYS USA INC | $41.6M | 12.56% | 21,000 | Added |
| 3 | LGN | LEGENCE CORP | $33.2M | 10.03% | 390,000 | Trimmed |
| 4 | FLNC | FLUENCE ENERGY INC | $29.8M | 9.00% | 1.5M | New |
| 5 | GNRC | GENERAC HLDGS INC | $27.8M | 8.40% | 95,000 | New |
| 6 | DPC | DPC HOLDINGS PLC | $24.5M | 7.40% | 500,000 | New |
| 7 | CORZ | CORE SCIENTIFIC INC NEW | $24.3M | 7.34% | 950,000 | Trimmed |
| 8 | SEI | SOLARIS ENERGY INFRAS INC | $21.7M | 6.56% | 270,000 | New |
| 9 | FPS | FORGENT POWER SOLUTIONS INC | $18.4M | 5.56% | 330,000 | Trimmed |
| 10 | Q | QNITY ELECTRONICS INC | $14.7M | 4.44% | 90,000 | New |
| 11 | DAR | DARLING INGREDIENTS INC | $12.3M | 3.71% | 225,000 | Trimmed |
| 12 | NXT | NEXTPOWER INC | $11.9M | 3.60% | 100,000 | New |
| 13 | CLSK | CLEANSPARK INC | $11.2M | 3.39% | 770,841 | New |
| 14 | WULF | TERAWULF INC | $11.1M | 3.36% | 450,000 | New |
| 15 | AEXA | AMERICAN EXCEPTIONALISM ACQU | $4.9M | 1.46% | 410,565 | Added |
| 16 | BP | BP PLC | $0 | 0.00% | 0 | Exited |
| 17 | CTRI | CENTURI HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 18 | GPRE | GREEN PLAINS INC | $0 | 0.00% | 0 | Exited |
| 19 | MP | MP MATERIALS CORP | $0 | 0.00% | 0 | Exited |
| 20 | SHMD | SCHMID GROUP N.V. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR