Funds › Goodlander Investment Management, LLC
Goodlander Investment Management, LLC
13F for Q3 2026, filed Nov 13, 2026. 12 positions worth $245.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SEI Solaris Energy Infrastructure, Inc. | 620,000 | $44.1M | 18.0% | +130% | 13F ↗ |
| 2 | EME EMCOR Group, Inc. | 44,489 | $33.6M | 13.7% | New | 13F ↗ |
| 3 | FPS Forgent Power Solutions, Inc. | 830,000 | $31.1M | 12.6% | +152% | 13F ↗ |
| 4 | TLN Talen Energy Corporation | 75,000 | $23.5M | 9.5% | New | 13F ↗ |
| 5 | AESI Atlas Energy Solutions Inc. | 1.90M | $22.8M | 9.3% | New | 13F ↗ |
| 6 | MTZ MasTec, Inc. | 85,000 | $18.2M | 7.4% | -19.0% | 13F ↗ |
| 7 | DAR Darling Ingredients Inc. | 297,019 | $18.0M | 7.3% | +32.0% | 13F ↗ |
| 8 | TDW Tidewater Inc. | 210,000 | $17.0M | 6.9% | New | 13F ↗ |
| 9 | CLMT Calumet, Inc | 200,000 | $10.5M | 4.3% | New | 13F ↗ |
| 10 | TE T1 Energy Inc. | 2.48M | $9.6M | 3.9% | New | 13F ↗ |
| 11 | AEXA American Exceptionalism Acquisition Corp. A | 809,460 | $9.0M | 3.7% | +97.2% | 13F ↗ |
| 12 | XPRO Expro Ltd | 540,000 | $8.5M | 3.5% | New | 13F ↗ |
Changes since Q2 2026
7 new, 4 added to, 1 trimmed, 10 exited, 0 unchanged. By estimated dollars.
New positions (7)
Added to (4)
Trimmed (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| MTZ MasTec, Inc. | 85,000 | -19.0% | -$4.3M |
Exited (10)
| FIX Comfort Systems USA, Inc. | 21,000 | Exited | -$41.6M |
| LGN Legence Corp. | 390,000 | Exited | -$33.2M |
| FLNC Fluence Energy, Inc. | 1.50M | Exited | -$29.8M |
| GNRC Generac Holdlings Inc. | 95,000 | Exited | -$27.8M |
| DPC DPC Holdings PLC | 500,000 | Exited | -$24.5M |
| CORZ Core Scientific, Inc. | 950,000 | Exited | -$24.3M |
| Q Qnity Electronics, Inc. | 90,000 | Exited | -$14.7M |
| NXT Nextpower Inc. | 100,000 | Exited | -$11.9M |
| CLSK CleanSpark, Inc. | 770,841 | Exited | -$11.2M |
| WULF TeraWulf Inc. | 450,000 | Exited | -$11.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 12 | $245.8M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 15 | $331.3M | Current | SEC ↗ |
| Q1 2026 | May 18, 2026 | 13F-HR | 12 | $289.1M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 11 | $261.8M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 11 | $262.3M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 11 | $243.6M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 10 | $117.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer