Goodlander Investment Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Goodlander Investment Management, LLC disclosed 15 US equity positions worth $331.3m in its Q2 2026 13F filing. The largest position was MTZ at 13.2% of the reported book, followed by FIX and LGN. Against the Q1 2026 filing, it opened 8 new positions, added to 1 and reduced 5 among the top 15 holdings.
What did Goodlander Investment Management, LLC own in Q2 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MTZ MASTEC INC | Industrials | 13.2% | $43.7m | 105,000 | -28% | reduced |
| 2 | FIX COMFORT SYS USA INC | Industrials | 12.6% | $41.6m | 21,000 | 75% | added |
| 3 | LGN LEGENCE CORP | Industrials | 10.0% | $33.2m | 390,000 | -9% | reduced |
| 4 | FLNC FLUENCE ENERGY INC | Utilities | 9.0% | $29.8m | 1,500,000 | – | new |
| 5 | GNRC GENERAC HLDGS INC | Industrials | 8.4% | $27.8m | 95,000 | – | new |
| 6 | DPC DPC HOLDINGS PLC | Industrials | 7.4% | $24.5m | 500,000 | – | new |
| 7 | CORZ CORE SCIENTIFIC INC NEW | Technology | 7.3% | $24.3m | 950,000 | -58% | reduced |
| 8 | SEI SOLARIS ENERGY INFRAS INC | Energy | 6.6% | $21.7m | 270,000 | – | new |
| 9 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 5.6% | $18.4m | 330,000 | -76% | reduced |
| 10 | Q QNITY ELECTRONICS INC | Technology | 4.4% | $14.7m | 90,000 | – | new |
| 11 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 3.7% | $12.3m | 225,000 | -44% | reduced |
| 12 | NXT NEXTPOWER INC | Technology | 3.6% | $11.9m | 100,000 | – | new |
| 13 | CLSK CLEANSPARK INC | Financial Services | 3.4% | $11.2m | 770,841 | – | new |
| 14 | WULF TERAWULF INC | Financial Services | 3.4% | $11.1m | 450,000 | – | new |
| 15 | AMERICAN EXCEPTIONALISM ACQU | 1.5% | $4.9m | 410,565 | 0% | held |
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.