§ 13F · FUND PROFILE
Goodlander Investment Management, LLC.
AUM · $331M (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$153M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | 105K | $44M | 13.2% | −28% |
| 2 | FIX | COMFORT SYS USA INC | 21K | $42M | 12.6% | +75% |
| 3 | LGN | LEGENCE CORP | 390K | $33M | 10.0% | −9% |
| 4 | FLNC | FLUENCE ENERGY INC | 1.50M | $30M | 9.0% | NEW |
| 5 | GNRC | GENERAC HLDGS INC | 95K | $28M | 8.4% | NEW |
| 6 | DPC | DPC HOLDINGS PLC | 500K | $25M | 7.4% | NEW |
| 7 | CORZ | CORE SCIENTIFIC INC NEW | 950K | $24M | 7.3% | −58% |
| 8 | SEI | SOLARIS ENERGY INFRAS INC | 270K | $22M | 6.6% | NEW |
| 9 | FPS | FORGENT POWER SOLUTIONS INC | 330K | $18M | 5.6% | −76% |
| 10 | Q | QNITY ELECTRONICS INC | 90K | $15M | 4.4% | NEW |
§ 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 $331 million in assets. The fund runs a focused portfolio of just 15 positions.
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