Goodlander Investment Management, LLC

CIK 0002018973 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Goodlander Investment Management, LLC reported 15 positions worth $331.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MTZ (13.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$331.3M
2026 Q2
Positions
15
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
84.5%
Est. Net Flow (Q)
2026 Q2
10 / 15 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MTZMASTEC INCSH$43.7M13.19%105,000
2FIXCOMFORT SYS USA INCSH$41.6M12.56%21,000
3LGNLEGENCE CORPSH$33.2M10.03%390,000
4FLNCFLUENCE ENERGY INCSH$29.8M9.00%1,500,000
5GNRCGENERAC HLDGS INCSH$27.8M8.40%95,000
6DPCDPC HOLDINGS PLCSH$24.5M7.40%500,000
7CORZCORE SCIENTIFIC INC NEWSH$24.3M7.34%950,000
8SEISOLARIS ENERGY INFRAS INCSH$21.7M6.56%270,000
9FPSFORGENT POWER SOLUTIONS INCSH$18.4M5.56%330,000
10QQNITY ELECTRONICS INCSH$14.7M4.44%90,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Goodlander Investment Management, LLC hold as of Q2 2026?

Goodlander Investment Management, LLC reported 15 positions worth $331.3M in its Q2 2026 13F filing. Largest positions: MTZ (13.2%), FIX (12.6%), LGN (10.0%), FLNC (9.0%) and GNRC (8.4%).

What did Goodlander Investment Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Goodlander Investment Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.