Goodlander Investment Management, LLC
Top Portfolio Positions
12 positions ·
$289,085,243 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MTZ |
Mastec Inc
Industrials
|
145,000 | $46,652,300 | 16.14% | |
| FPS |
Forgent Power Solutions, Inc.
Industrials
|
1,380,000 | $40,392,600 | 13.97% | |
| CORZ |
Core Scientific, Inc./tx
Technology
|
2,250,000 | $33,660,000 | 11.64% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
670,000 | $32,334,200 | 11.19% | |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
1,090,000 | $31,838,900 | 11.01% | |
| BP |
Bp PLC
Energy
|
579,945 | $27,257,415 | 9.43% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
400,000 | $24,740,000 | 8.56% | |
| LGN |
Legence Corp.
Industrials
|
430,000 | $24,277,800 | 8.40% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
12,000 | $16,547,880 | 5.72% | |
| GPRE |
Green Plains Inc.
Basic Materials
|
370,000 | $6,086,500 | 2.11% |
Portfolio Trend
6 quarters · across all stocks
Holdings in MP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,334,200 | 670,000 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $14,755,400 | 220,000 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||