Goodlander Investment Management, LLC 13F Holdings
CIK 0002018973 · DALLAS, TX
As of Sep 30, 2025, Goodlander Investment Management, LLC reported 11 positions worth $262.3M in its SEC Form 13F filing.
Top 11 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MASTEC INC | MTZ | Industrials | 181,000 | $38.5M | 14.69% |
| PRIMORIS SERVICES CORP | PRIM | Industrials | 275,000 | $37.8M | 14.40% |
| VISTRA CORP | VST | Utilities | 150,000 | $29.4M | 11.20% |
| SOLARIS ENERGY INFRASTRUCTURE INC | SEI | Energy | 650,000 | $26.0M | 9.91% |
| NRG ENERGY INC | NRG | Utilities | 160,000 | $25.9M | 9.88% |
| ARGAN INC | AGX | Industrials | 95,000 | $25.7M | 9.78% |
| FIRST SOLAR INC | FSLR | Technology | 100,000 | $22.1M | 8.41% |
| HUT 8 CORP | HUT | Financial Services | 550,000 |