Goodlander Investment Management, LLC
Goodlander Investment Management, LLC reported 15 holdings worth US$331M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Goodlander Investment Management, LLC reported 15 holdings worth US$331M as of Jun 30, 2026. Largest: Mastec, Inc., Comfort Systems Usa, Inc. and Legence Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$331M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mastec, Inc. | 105K | US$43.7M | 13.2% |
| Comfort Systems Usa, Inc. | 21,000 | US$41.6M | 12.6% |
| Legence Corp. | 390K | US$33.2M | 10.0% |
| Fluence Energy, Inc. | 1.5M | US$29.8M | 9.0% |
| Generac Holdings Inc. | 95,000 | US$27.8M | 8.4% |
| Core Scientific, Inc. | 950K | US$24.3M | 7.3% |
| Solaris Energy Infrastructure, Inc. | 270K | US$21.7M | 6.6% |
| Forgent Power Solutions, Inc. | 330K | US$18.4M | 5.6% |
| Qnity Electronics, Inc. | 90,000 | US$14.7M | 4.4% |
| Darling Ingredients Inc. | 225K | US$12.3M | 3.7% |
| Nextpower Inc. | 100K | US$11.9M | 3.6% |
| Cleanspark, Inc. | 771K | US$11.2M | 3.4% |
| Terawulf Inc. | 450K | US$11.1M | 3.4% |
| American Exceptionalism Acquisition Corp. A | 411K | US$4.85M | 1.5% |
| Bp Plc | 0 | US$0 | 0.00% |
| Centuri Holdings, Inc. | 0 | US$0 | 0.00% |
| Green Plains, Inc. | 0 | US$0 | 0.00% |
| Mp Materials Corp. | 0 | US$0 | 0.00% |