Goodlander Investment Management, LLC
CIK 0002018973 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
MTZ
MASTEC INC
13.2%
FIX
COMFORT SYS USA INC
12.6%
LGN
LEGENCE CORP
10.0%
FLNC
FLUENCE ENERGY INC
9.0%
GNRC
GENERAC HLDGS INC
8.4%
DPC
DPC HOLDINGS PLC
7.4%
CORZ
CORE SCIENTIFIC INC NEW
7.3%
SEI
SOLARIS ENERGY INFRAS INC
6.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.