Goodlander Investment Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Goodlander Investment Management, LLC disclosed 12 US equity positions worth $289.1m in its Q1 2026 13F filing. The largest position was MTZ at 16.1% of the reported book, followed by FPS and CORZ.
What did Goodlander Investment Management, LLC own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MTZ MASTEC INC | Industrials | 16.1% | $46.7m | 145,000 | – | |
| 2 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 14.0% | $40.4m | 1,380,000 | – | |
| 3 | CORZ CORE SCIENTIFIC INC NEW | Technology | 11.6% | $33.7m | 2,250,000 | – | |
| 4 | MP MP MATERIALS CORP | Basic Materials | 11.2% | $32.3m | 670,000 | – | |
| 5 | CTRI CENTURI HOLDINGS INC | Utilities | 11.0% | $31.8m | 1,090,000 | – | |
| 6 | BP BP PLC | Energy | 9.4% | $27.3m | 579,945 | – | |
| 7 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 8.6% | $24.7m | 400,000 | – | |
| 8 | LGN LEGENCE CORP | Industrials | 8.4% | $24.3m | 430,000 | – | |
| 9 | FIX COMFORT SYS USA INC | Industrials | 5.7% | $16.5m | 12,000 | – | |
| 10 | GPRE GREEN PLAINS INC | Basic Materials | 2.1% | $6.1m | 370,000 | – | |
| 11 | AMERICAN EXCEPTIONALISM ACQU | 1.5% | $4.4m | 409,469 | – | ||
| 12 | SCHMID GROUP N.V. | 0.3% | $863.1k | 162,849 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.