Goodlander Investment Management, LLC
15 holdingsFiling period: 2026-06-30Current AUM: $194.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MTZ | Mastec Inc | 105.0K | $43.7M | $18.1M | 9.32% | -40,000 | 2026-06-30 |
| 2 | FIX | Comfort Sys USA Inc | 21.0K | $41.6M | $26.1M | 13.44% | +9.0K | 2026-06-30 |
| 3 | LGN | Legence Corp | 390.0K | $33.2M | $14.4M | 7.43% | -40,000 | 2026-06-30 |
| 4 | FLNC | Fluence Energy Inc | 1.50M | $29.8M | $8.3M | 4.24% | -- | 2026-06-30 |
| 5 | GNRC | Generac Hldgs Inc | 95.0K | $27.8M | $18.0M | 9.25% | -- | 2026-06-30 |
| 6 | — | Dpc Holdings PLC | 500.0K | $24.5M | $24.5M | 12.62% | -- | 2026-06-30 |
| 7 | CORZ | Core Scientific Inc New | 950.0K | $24.3M | $12.8M | 6.60% | -1,300,000 | 2026-06-30 |
| 8 | SEI | Solaris Energy Infras Inc | 270.0K | $21.7M | $16.8M | 8.64% | -- | 2026-06-30 |
| 9 | FPS | Forgent Power Solutions Inc | 330.0K | $18.4M | $8.3M | 4.26% | -1,050,000 | 2026-06-30 |
| 10 | Q | Qnity Electronics Inc | 90.0K | $14.7M | $10.3M | 5.28% | -- | 2026-06-30 |
| 11 | DAR | Darling Ingredients Inc | 225.0K | $12.3M | $12.9M | 6.62% | -175,000 | 2026-06-30 |
| 12 | NXT | Nextpower Inc | 100.0K | $11.9M | $7.6M | 3.93% | -- | 2026-06-30 |
| 13 | CLSK | Cleanspark Inc | 770.8K | $11.2M | $6.0M | 3.08% | -- | 2026-06-30 |
| 14 | WULF | Terawulf Inc | 450.0K | $11.1M | $5.4M | 2.77% | -- | 2026-06-30 |
| 15 | — | American Exceptionalism Acqu | 410.6K | $4.9M | $4.9M | 2.50% | +1.1K | 2026-06-30 |
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