Goodlander Investment Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Goodlander Investment Management, Llc disclosed 14 stock positions valued at approximately $331.27M as of quarter-end June 30, 2026. The largest holdings include MASTEC INC, COMFORT SYS USA INC, and LEGENCE CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $331.27M
Holdings by Sector
Goodlander Investment Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MASTEC INC | MTZ | Industrials | 13.19% | 105,000 | -40,000 | -27.59% | $43,686,300 |
| COMFORT SYS USA INC | FIX | Industrials | 12.56% | 21,000 | +9,000 | +75.00% | $41,620,950 |
| LEGENCE CORP | LGN | Other | 10.03% | 390,000 | -40,000 | -9.30% | $33,239,700 |
| FLUENCE ENERGY INC | FLNC | Utilities | 9.00% | 1,500,000 | +1,500,000 | +100.00% | $29,820,000 |
| GENERAC HLDGS INC | GNRC | Industrials | 8.40% | 95,000 | +95,000 | +100.00% | $27,816,950 |
| DPC HOLDINGS PLC | DPC | Other | 7.40% | 500,000 | +500,000 | +100.00% | $24,530,000 |
| CORE SCIENTIFIC INC NEW | CORZ | Technology | 7.34% | 950,000 | -1,300,000 | -57.78% | $24,310,500 |
| SOLARIS ENERGY INFRAS INC | SOI | Other | 6.56% | 270,000 | -690,000 | -71.88% | $21,724,200 |
| FORGENT POWER SOLUTIONS INC | FPS | Other | 5.56% | 330,000 | -1,050,000 | -76.09% | $18,433,800 |
| QNITY ELECTRONICS INC | Q | Other | 4.44% | 90,000 | +90,000 | +100.00% | $14,697,900 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 3.71% | 225,000 | -175,000 | -43.75% | $12,289,500 |
| NEXTPOWER INC | NXT | Technology | 3.60% | 100,000 | +100,000 | +100.00% | $11,914,000 |
| CLEANSPARK INC | CLSK | Financial Services | 3.39% | 770,841 | +770,841 | +100.00% | $11,215,737 |
| TERAWULF INC | WULF | Financial Services | 3.36% | 450,000 | +450,000 | +100.00% | $11,115,000 |
Showing 14 of 14 holdings in the latest reporting period.