Goodlander Investment Management, LLC
12 holdingsFiling period: 2026-03-31Current AUM: $299.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | 145.0K | $46.7M | $38.1M | 12.76% | -25,000 | 2026-03-31 |
| 2 | FPS | FORGENT POWER SOLUTIONS INC | 1.38M | $40.4M | $45.9M | 15.36% | -- | 2026-03-31 |
| 3 | CORZ | CORE SCIENTIFIC INC NEW | 2.25M | $33.7M | $46.6M | 15.59% | +1.45M | 2026-03-31 |
| 4 | MP | MP MATERIALS CORP | 670.0K | $32.3M | $27.7M | 9.27% | -- | 2026-03-31 |
| 5 | CTRI | CENTURI HOLDINGS INC | 1.09M | $31.8M | $30.3M | 10.15% | +540.0K | 2026-03-31 |
| 6 | BP | BP PLC | 579.9K | $27.3M | $26.2M | 8.77% | -- | 2026-03-31 |
| 7 | DAR | DARLING INGREDIENTS INC | 400.0K | $24.7M | $24.3M | 8.11% | -- | 2026-03-31 |
| 8 | LGN | LEGENCE CORP | 430.0K | $24.3M | $27.5M | 9.19% | -- | 2026-03-31 |
| 9 | FIX | COMFORT SYS USA INC | 12.0K | $16.5M | $20.8M | 6.94% | -- | 2026-03-31 |
| 10 | GPRE | GREEN PLAINS INC | 370.0K | $6.1M | $6.2M | 2.08% | -990,000 | 2026-03-31 |
| 11 | — | AMERICAN EXCEPTIONALISM ACQU | 409.5K | $4.4M | $4.4M | 1.48% | -- | 2026-03-31 |
| 12 | — | SCHMID GROUP N.V. | 162.8K | $863K | $863K | 0.29% | -- | 2026-03-31 |
← Scroll →