StockDriftsStockDriftsTop 12 Goodlander Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | 16.14% | 145.0K | $46.7M | -14.71%(-25.00K) | $129.54(+220.29%) | 2026-03-31 | |
| FPS | FORGENT POWER SOLUTIONS INC | 13.97% | 1.38M | $40.4M | new | $29.27(+53.81%) | 2026-03-31 | |
| CORZ | CORE SCIENTIFIC INC NEW | 11.64% | 2.25M | $33.7M | +181.25%(+1.45M) | $13.88(+74.47%) | 2026-03-31 | |
| MP | MP MATERIALS CORP | 11.19% | 670.0K | $32.3M | new | $49.65(+23.41%) | 2026-03-31 | |
| CTRI | CENTURI HOLDINGS INC | 11.01% | 1.09M | $31.8M | +98.18%(+540.00K) | $25.20(+24.16%) | 2026-03-31 | |
| BP | BP PLC | 9.43% | 579.9K | $27.3M | new | $40.86(+8.53%) | 2026-03-31 | |
| DAR | DARLING INGREDIENTS INC | 8.56% | 400.0K | $24.7M | new | $34.05(+83.19%) | 2026-03-31 | |
| LGN | LEGENCE CORP | 8.4% | 430.0K | $24.3M | new | $49.75(+69.45%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 5.72% | 12.0K | $16.5M | new | $1156.14(+72.36%) | 2026-03-31 | |
| GPRE | GREEN PLAINS INC | 2.11% | 370.0K | $6.1M | -72.79%(-990.00K) | $7.41(+131.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +91.28% | +599.81% |
| Top 20 Holdings Unweighted | +96.00% | +652.99% |
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