Goodlander Investment Management as of Dec. 31, 2025
Portfolio Holdings for Goodlander Investment Management
Goodlander Investment Management holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Solaris Energy Infras Com Cl A (SEI) | 16.9 | $44M | 960k | 45.97 | |
| MasTec (MTZ) | 14.1 | $37M | 170k | 217.37 | |
| Emcor (EME) | 14.0 | $37M | 60k | 611.79 | |
| Liberty Energy Com Cl A (LBRT) | 13.7 | $36M | 2.0M | 18.46 | |
| Ge Vernova (GEV) | 11.2 | $29M | 45k | 653.57 | |
| General Motors Company (GM) | 9.3 | $24M | 300k | 81.32 | |
| Centuri Holdings Com Shs (CTRI) | 5.3 | $14M | 550k | 25.25 | |
| Green Plains Renewable Energy (GPRE) | 5.1 | $13M | 1.4M | 9.80 | |
| Core Scientific (CORZ) | 4.4 | $12M | 800k | 14.56 | |
| Array Technologies Com Shs (ARRY) | 3.9 | $10M | 1.1M | 9.22 | |
| First Solar (FSLR) | 2.0 | $5.2M | 20k | 261.23 |
