Goodlander Investment Management as of June 30, 2026
Portfolio Holdings for Goodlander Investment Management
Goodlander Investment Management holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 13.2 | $44M | 105k | 416.06 | |
| Comfort Systems USA (FIX) | 12.6 | $42M | 21k | 1981.95 | |
| Legence Corp Cl A (LGN) | 10.0 | $33M | 390k | 85.23 | |
| Fluence Energy Com Cl A (FLNC) | 9.0 | $30M | 1.5M | 19.88 | |
| Generac Holdings (GNRC) | 8.4 | $28M | 95k | 292.81 | |
| Dpc Holdings Ordinary Shares | 7.4 | $25M | 500k | 49.06 | |
| Core Scientific (CORZ) | 7.3 | $24M | 950k | 25.59 | |
| Solaris Energy Infras Com Cl A (SEI) | 6.6 | $22M | 270k | 80.46 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 5.6 | $18M | 330k | 55.86 | |
| Qnity Electronics Common Stock (Q) | 4.4 | $15M | 90k | 163.31 | |
| Darling International (DAR) | 3.7 | $12M | 225k | 54.62 | |
| Nextpower Class A Com (NXT) | 3.6 | $12M | 100k | 119.14 | |
| Cleanspark Com New (CLSK) | 3.4 | $11M | 771k | 14.55 | |
| Terawulf (WULF) | 3.4 | $11M | 450k | 24.70 | |
| American Exceptionalism Acqu Ord Cl A (AEXA) | 1.5 | $4.9M | 411k | 11.82 |
