StockDriftsStockDriftsTop 14 Goodlander Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | 13.19% | 105.0K | $43.7M | -27.59%(-40.00K) | $129.54(+120.87%) | 2026-06-30 | |
| FIX | COMFORT SYS USA INC | 12.56% | 21.0K | $41.6M | +75.00%(+9.00K) | $1358.18(+27.20%) | 2026-06-30 | |
| LGN | LEGENCE CORP | 10.03% | 390.0K | $33.2M | -9.30%(-40.00K) | $49.75(+34.13%) | 2026-06-30 | |
| FLNC | FLUENCE ENERGY INC | 9% | 1.50M | $29.8M | new | $16.44(-18.40%) | 2026-06-30 | |
| GNRC | GENERAC HLDGS INC | 8.4% | 95.0K | $27.8M | new | $135.15(+60.31%) | 2026-06-30 | |
| CORZ | CORE SCIENTIFIC INC NEW | 7.34% | 950.0K | $24.3M | -57.78%(-1.30M) | $13.88(+42.54%) | 2026-06-30 | |
| SEI | SOLARIS ENERGY INFRAS INC | 6.56% | 270.0K | $21.7M | new | $31.19(+96.48%) | 2026-06-30 | |
| FPS | FORGENT POWER SOLUTIONS INC | 5.56% | 330.0K | $18.4M | -76.09%(-1.05M) | $29.27(+28.90%) | 2026-06-30 | |
| Q | QNITY ELECTRONICS INC | 4.44% | 90.0K | $14.7M | new | $135.21(+5.46%) | 2026-06-30 | |
| DAR | DARLING INGREDIENTS INC | 3.71% | 225.0K | $12.3M | -43.75%(-175.00K) | $34.05(+93.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +192.09% |
| Top 20 Holdings Unweighted | — | — | — | — | +181.71% |
Goodlander Investment Management LLC reports $331.27M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are MTZ (13.2%), FIX (12.6%) and LGN (10.0%). The top 20 holdings account for 92.6% of reported assets. Its disclosed equity book has returned +192.09% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Goodlander Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2018973). View Goodlander Investment Management LLC’s 13F filings on SEC