# Goodlander Investment Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2018973. Source: https://holderbook.com/funds/2018973-goodlander-investment-management-llc/

- Reported value: $331.3M
- Positions: 15
- Weight of the ten largest: 84.5%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $43.7M | 105,000 | 13.2% | 7 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $41.6M | 21,000 | 12.6% | 2 |
| LEGENCE CORP | [LGN](https://holderbook.com/stocks/LGN/) | $33.2M | 390,000 | 10.0% | 2 |
| FLUENCE ENERGY INC | [FLNC](https://holderbook.com/stocks/FLNC/) | $29.8M | 1,500,000 | 9.0% | 1 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $27.8M | 95,000 | 8.4% | 1 |
| DPC HOLDINGS PLC | [DPC](https://holderbook.com/stocks/DPC/) | $24.5M | 500,000 | 7.4% | 1 |
| CORE SCIENTIFIC INC NEW | [CORZ](https://holderbook.com/stocks/CORZ/) | $24.3M | 950,000 | 7.3% | 3 |
| SOLARIS ENERGY INFRAS INC | [SEI](https://holderbook.com/stocks/SEI/) | $21.7M | 270,000 | 6.6% | 1 |
| FORGENT POWER SOLUTIONS INC | [FPS](https://holderbook.com/stocks/FPS/) | $18.4M | 330,000 | 5.6% | 2 |
| QNITY ELECTRONICS INC | [Q](https://holderbook.com/stocks/Q/) | $14.7M | 90,000 | 4.4% | 1 |
| DARLING INGREDIENTS INC | [DAR](https://holderbook.com/stocks/DAR/) | $12.3M | 225,000 | 3.7% | 2 |
| NEXTPOWER INC | [NXT](https://holderbook.com/stocks/NXT/) | $11.9M | 100,000 | 3.6% | 1 |
| CLEANSPARK INC | [CLSK](https://holderbook.com/stocks/CLSK/) | $11.2M | 770,841 | 3.4% | 1 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $11.1M | 450,000 | 3.4% | 1 |
| AMERICAN EXCEPTIONALISM ACQU | [AEXA](https://holderbook.com/stocks/AEXA/) | $4.9M | 410,565 | 1.5% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +31.7% | +14.8% | +16.9% | 100% |
| Q1 2026 | +27.3% | -4.6% | +31.9% | 100% |
| Q4 2025 | +3.2% | +2.4% | +0.9% | 100% |
| Q3 2025 | +27.9% | +7.8% | +20.1% | 100% |
| Q2 2025 | +43.1% | +10.5% | +32.7% | 100% |
| Q1 2025 | -8.1% | -4.6% | -3.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $331.3M | 15 |
| Q1 2026 | $289.1M | 12 |
| Q4 2025 | $261.8M | 11 |
| Q3 2025 | $262.3M | 11 |
| Q2 2025 | $243.6M | 11 |
| Q1 2025 | $117.2M | 10 |
| Q4 2024 | $135.9M | 10 |