Goodlander Investment Management, LLC
15 holdingsFiling period: 2026-06-30Current AUM: $243.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | 105.0K | $43.7M | $25.2M | 10.39% | -40,000 | 2026-06-30 |
| 2 | FIX | COMFORT SYS USA INC | 21.0K | $41.6M | $35.5M | 14.61% | +9.0K | 2026-06-30 |
| 3 | LGN | LEGENCE CORP | 390.0K | $33.2M | $22.1M | 9.09% | -40,000 | 2026-06-30 |
| 4 | FLNC | FLUENCE ENERGY INC | 1.50M | $29.8M | $14.9M | 6.13% | -- | 2026-06-30 |
| 5 | GNRC | GENERAC HLDGS INC | 95.0K | $27.8M | $17.8M | 7.31% | -- | 2026-06-30 |
| 6 | — | DPC HOLDINGS PLC | 500.0K | $24.5M | $24.5M | 10.09% | -- | 2026-06-30 |
| 7 | CORZ | CORE SCIENTIFIC INC NEW | 950.0K | $24.3M | $17.0M | 7.01% | -1,300,000 | 2026-06-30 |
| 8 | SEI | SOLARIS ENERGY INFRAS INC | 270.0K | $21.7M | $18.2M | 7.49% | -- | 2026-06-30 |
| 9 | FPS | FORGENT POWER SOLUTIONS INC | 330.0K | $18.4M | $10.5M | 4.32% | -1,050,000 | 2026-06-30 |
| 10 | Q | QNITY ELECTRONICS INC | 90.0K | $14.7M | $11.4M | 4.68% | -- | 2026-06-30 |
| 11 | DAR | DARLING INGREDIENTS INC | 225.0K | $12.3M | $14.6M | 6.03% | -175,000 | 2026-06-30 |
| 12 | NXT | NEXTPOWER INC | 100.0K | $11.9M | $8.3M | 3.41% | -- | 2026-06-30 |
| 13 | CLSK | CLEANSPARK INC | 770.8K | $11.2M | $10.5M | 4.34% | -- | 2026-06-30 |
| 14 | WULF | TERAWULF INC | 450.0K | $11.1M | $7.5M | 3.10% | -- | 2026-06-30 |
| 15 | — | AMERICAN EXCEPTIONALISM ACQU | 410.6K | $4.9M | $4.9M | 2.00% | +1.1K | 2026-06-30 |
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