Goodlander Investment Management as of March 31, 2026
Portfolio Holdings for Goodlander Investment Management
Goodlander Investment Management holds 12 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 16.1 | $47M | 145k | 321.74 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 14.0 | $40M | 1.4M | 29.27 | |
| Core Scientific (CORZ) | 11.6 | $34M | 2.3M | 14.96 | |
| Mp Materials Corp Com Cl A (MP) | 11.2 | $32M | 670k | 48.26 | |
| Centuri Holdings Com Shs (CTRI) | 11.0 | $32M | 1.1M | 29.21 | |
| BP Sponsored Adr (BP) | 9.4 | $27M | 580k | 47.00 | |
| Darling International (DAR) | 8.6 | $25M | 400k | 61.85 | |
| Legence Corp Cl A (LGN) | 8.4 | $24M | 430k | 56.46 | |
| Comfort Systems USA (FIX) | 5.7 | $17M | 12k | 1378.99 | |
| Green Plains Renewable Energy (GPRE) | 2.1 | $6.1M | 370k | 16.45 | |
| American Exceptionalism Acqu Ord Cl A (AEXA) | 1.5 | $4.4M | 410k | 10.83 | |
| Schmid Group Euro Shs Cl A (SHMD) | 0.3 | $863k | 163k | 5.30 |
