Goodlander Investment Management, LLC 13F 持仓 · 2026年Q2
Goodlander Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 15 只证券，申报市值合计 3.31 亿美元。前几大持仓：MTZ（13.19%）、FIX（12.56%）、LGN（10.03%）。本季前 25 大持仓中：新建仓 8 只、增持 2 只、减持 5 只、清仓 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | $43.7M | 13.19% | 105,000 | 减持 |
| 2 | FIX | COMFORT SYS USA INC | $41.6M | 12.56% | 21,000 | 增持 |
| 3 | LGN | LEGENCE CORP | $33.2M | 10.03% | 390,000 | 减持 |
| 4 | FLNC | FLUENCE ENERGY INC | $29.8M | 9.00% | 1.5M | 新建仓 |
| 5 | GNRC | GENERAC HLDGS INC | $27.8M | 8.40% | 95,000 | 新建仓 |
| 6 | DPC | DPC HOLDINGS PLC | $24.5M | 7.40% | 500,000 | 新建仓 |
| 7 | CORZ | CORE SCIENTIFIC INC NEW | $24.3M | 7.34% | 950,000 | 减持 |
| 8 | SEI | SOLARIS ENERGY INFRAS INC | $21.7M | 6.56% | 270,000 | 新建仓 |
| 9 | FPS | FORGENT POWER SOLUTIONS INC | $18.4M | 5.56% | 330,000 | 减持 |
| 10 | Q | QNITY ELECTRONICS INC | $14.7M | 4.44% | 90,000 | 新建仓 |
| 11 | DAR | DARLING INGREDIENTS INC | $12.3M | 3.71% | 225,000 | 减持 |
| 12 | NXT | NEXTPOWER INC | $11.9M | 3.60% | 100,000 | 新建仓 |
| 13 | CLSK | CLEANSPARK INC | $11.2M | 3.39% | 770,841 | 新建仓 |
| 14 | WULF | TERAWULF INC | $11.1M | 3.36% | 450,000 | 新建仓 |
| 15 | AEXA | AMERICAN EXCEPTIONALISM ACQU | $4.9M | 1.46% | 410,565 | 增持 |
| 16 | BP | BP PLC | $0 | 0.00% | 0 | 清仓 |
| 17 | CTRI | CENTURI HOLDINGS INC | $0 | 0.00% | 0 | 清仓 |
| 18 | GPRE | GREEN PLAINS INC | $0 | 0.00% | 0 | 清仓 |
| 19 | MP | MP MATERIALS CORP | $0 | 0.00% | 0 | 清仓 |
| 20 | SHMD | SCHMID GROUP N.V. | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR