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 |
|---|---|---|---|---|
| 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
Holdings in SEI
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $44,131,200 | 960,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,980,500 | 650,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,803,000 | 700,000 | Shares | Sole | 2025-08-14 | |
| No quarters match your search. | ||||||