Holdings
Goodlander Investment Management, LLC
As of Jun 30, 2026, Goodlander Investment Management, LLC reported 14 positions worth US$307M. Largest: Mastec, Inc., Comfort Systems Usa, Inc. and Legence Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mastec, Inc. | 105K | US$43.7M | −40,000 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 21,000 | US$41.6M | +9,000 | Jun 30, 2026 |
| Legence Corp. | 390K | US$33.2M | −40,000 | Jun 30, 2026 |
| Fluence Energy, Inc. | 1.5M | US$29.8M | new | Jun 30, 2026 |
| Generac Holdings Inc. | 95,000 | US$27.8M | new | Jun 30, 2026 |
| Core Scientific, Inc. | 950K | US$24.3M | −1.3M | Jun 30, 2026 |
| Solaris Energy Infrastructure, Inc. | 270K | US$21.7M | new | Jun 30, 2026 |
| Forgent Power Solutions, Inc. | 330K | US$18.4M | −1.05M | Jun 30, 2026 |
| Qnity Electronics, Inc. | 90,000 | US$14.7M | new | Jun 30, 2026 |
| Darling Ingredients Inc. | 225K | US$12.3M | −175K | Jun 30, 2026 |