Institutions / Goodlander Investment Management, LLC
Goodlander Investment Management, LLC
CIK 2018973 · Institution · as of Dec 31, 2025
Portfolio value
$261.83M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Solaris Energy Infrastructure, Inc. | $44.13M | 16.9% |
| Mastec Inc | $36.95M | 14.1% |
| EMCOR Group Inc | $36.71M | 14.0% |
| Liberty Energy Inc | $36.00M | 13.7% |
| GE Vernova Inc. | $29.41M | 11.2% |
| General Motors Co | $24.40M | 9.3% |
| Centuri Holdings, Inc. | $13.89M | 5.3% |
| Green Plains Inc. | $13.33M | 5.1% |
| Core Scientific, Inc./tx | $11.65M | 4.4% |
| Array Technologies Inc | $10.14M | 3.9% |
| First Solar Inc | $5.22M | 2.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.