Goodlander Investment Management as of June 30, 2025
Portfolio Holdings for Goodlander Investment Management
Goodlander Investment Management holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Core Scientific (CORZ) | 14.4 | $35M | 2.1M | 17.07 | |
| MasTec (MTZ) | 14.0 | $34M | 200k | 170.43 | |
| Nrg Energy Com New (NRG) | 12.4 | $30M | 188k | 160.58 | |
| Darling International (DAR) | 11.7 | $29M | 750k | 37.94 | |
| Argan (AGX) | 10.9 | $27M | 120k | 220.48 | |
| Vistra Energy (VST) | 10.5 | $26M | 132k | 193.81 | |
| Solaris Energy Infras Com Cl A (SEI) | 8.1 | $20M | 700k | 28.29 | |
| Generac Holdings (GNRC) | 5.9 | $14M | 100k | 143.21 | |
| Bloom Energy Corp Com Cl A (BE) | 4.9 | $12M | 500k | 23.92 | |
| Vertiv Holdings Com Cl A (VRT) | 3.7 | $9.0M | 70k | 128.41 | |
| Terawulf (WULF) | 3.6 | $8.8M | 2.0M | 4.38 |
