§ 13F · FUND PROFILE
Goodlander Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $262M (13F)Positions · 11Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$171M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | 145K | $47M | 16.1% | −15% |
| 2 | FPS | FORGENT POWER SOLUTIONS INC | 1.38M | $40M | 14.0% | NEW |
| 3 | CORZ | CORE SCIENTIFIC INC NEW | 2.25M | $34M | 11.6% | +181% |
| 4 | MP | MP MATERIALS CORP | 670K | $32M | 11.2% | NEW |
| 5 | CTRI | CENTURI HOLDINGS INC | 1.09M | $32M | 11.0% | +98% |
| 6 | BP | BP PLC | 580K | $27M | 9.4% | NEW |
| 7 | DAR | DARLING INGREDIENTS INC | 400K | $25M | 8.6% | NEW |
| 8 | LGN | LEGENCE CORP | 430K | $24M | 8.4% | NEW |
| 9 | FIX | COMFORT SYS USA INC | 12K | $17M | 5.7% | NEW |
| 10 | GPRE | GREEN PLAINS INC | 370K | $6M | 2.1% | −73% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOODLANDER SIGNAL
AC read
Goodlander Investment Management, LLC is a Other fund managing $262 million in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed