Goodlander Investment Management as of Sept. 30, 2025
Portfolio Holdings for Goodlander Investment Management
Goodlander Investment Management holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 14.7 | $39M | 181k | 212.81 | |
| Primoris Services (PRIM) | 14.4 | $38M | 275k | 137.33 | |
| Vistra Energy (VST) | 11.2 | $29M | 150k | 195.92 | |
| Solaris Energy Infrastructure Com Cl A (SEI) | 9.9 | $26M | 650k | 39.97 | |
| NRG Energy Com New (NRG) | 9.9 | $26M | 160k | 161.95 | |
| Argan (AGX) | 9.8 | $26M | 95k | 270.05 | |
| First Solar (FSLR) | 8.4 | $22M | 100k | 220.53 | |
| Hut 8 Corp (HUT) | 7.3 | $19M | 550k | 34.81 | |
| Green Plains Renewable Energy (GPRE) | 6.7 | $18M | 2.0M | 8.79 | |
| MP Materials Corp Com Cl A (MP) | 5.6 | $15M | 220k | 67.07 | |
| Sunrun (RUN) | 2.1 | $5.5M | 320k | 17.29 |
