Goodlander Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$289.1M
Q ending 2026-03-31
Prior quarter
$261.8M
Q ending 2025-12-31
Change
+10.4% QoQ · +146.6% YoY
Positions
12
reported holdings
Largest positions
All 12 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Mastec Inc | MTZ | Shares | $46.7M | 145K |
| Forgent Power Solutions Inc | FPS | Shares | $40.4M | 1.4M |
| Core Scientific Inc New | CORZ | Shares | $33.7M | 2.3M |
| Mp Materials Corp | MP | Shares | $32.3M | 670K |
| Centuri Holdings Inc | CTRI | Shares | $31.8M | 1.1M |
| Bp Plc | BP | Shares | $27.3M | 580K |
| Darling Ingredients Inc | DAR | Shares | $24.7M | 400K |
| Legence Corp | LGN | Shares | $24.3M | 430K |
| Comfort Sys Usa Inc | FIX | Shares | $16.5M | 12K |
| Green Plains Inc | GPRE | Shares | $6.1M | 370K |
| American Exceptionalism Acqu | Shares | $4.4M | 409K | |
| Schmid Group N.V. | Shares | $863K | 163K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.