Goodlander Investment Management, LLC
Net seller this quarter
$331M
15
-$49.5M
84.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MTZ | $43.7M | 13.19% | 0.13% | -27.6% | Q4 2024 |
 FIX | $41.6M | 12.56% | 0.06% | +75.0% | Q1 2026 |
 LGN | $33.2M | 10.03% | Not reported | -9.3% | Q1 2026 |
 FLNC | $29.8M | 9.00% | 2.91% | New | Q2 2026 |
 GNRC | $27.8M | 8.40% | 0.16% | Not reported | Q2 2025 |
 DPC | $24.5M | 7.40% | 0.33% | New | Q2 2026 |
 CORZ | $24.3M | 7.34% | 0.30% | -57.8% | Q2 2025 |
 SEI | $21.7M | 6.56% | Not reported | Not reported | Q2 2025 |
 FPS | $18.4M | 5.56% | Not reported | -76.1% | Q1 2026 |
 Q | $14.7M | 4.44% | 0.04% | New | Q2 2026 |
 DAR | $12.3M | 3.71% | 0.14% | -43.8% | Q1 2025 |
 NXT | $11.9M | 3.60% | 0.07% | Not reported | Q4 2024 |
 CLSK | $11.2M | 3.39% | 0.30% | New | Q2 2026 |
 WULF | $11.1M | 3.36% | 0.09% | Not reported | Q2 2025 |
| AEXA | $4.85M | 1.46% | Not reported | +0.3% | Q1 2026 |
| Q1 2026 | |||||
| MTZ | $46.7M | 16.14% | 0.18% | -14.7% | Q4 2024 |
| FPS | $40.4M | 13.97% | Not reported | New | Q1 2026 |
| CORZ | $33.7M | 11.64% | 0.71% | +181.3% | Q2 2025 |
 MP | $32.3M | 11.19% | 0.38% | Not reported | Q3 2025 |
 CTRI | $31.8M | 11.01% | 1.08% | +98.2% | Q4 2025 |
 BP | $27.3M | 9.43% | Not reported | New | Q1 2026 |
| DAR | $24.7M | 8.56% | 0.25% | Not reported | Q1 2025 |
| LGN | $24.3M | 8.40% | Not reported | New | Q1 2026 |
| FIX | $16.5M | 5.72% | 0.03% | New | Q1 2026 |
 GPRE | $6.09M | 2.11% | 0.53% | -72.8% | Q3 2025 |
| AEXA | $4.43M | 1.53% | Not reported | New | Q1 2026 |
 SHMD | $863K | 0.30% | 0.38% | New | Q1 2026 |
| Q4 2025 | |||||
| SEI | $44.1M | 16.86% | Not reported | +47.7% | Q2 2025 |
| MTZ | $37M | 14.11% | 0.22% | -6.1% | Q4 2024 |
 EME | $36.7M | 14.02% | 0.13% | New | Q4 2025 |
 LBRT | $36M | 13.75% | Not reported | New | Q4 2025 |
 GEV | $29.4M | 11.23% | 0.02% | Not reported | Q4 2024 |
 GM | $24.4M | 9.32% | 0.03% | New | Q4 2025 |
| CTRI | $13.9M | 5.30% | 0.55% | New | Q4 2025 |
| GPRE | $13.3M | 5.09% | 1.95% | -32.0% | Q3 2025 |
| CORZ | $11.6M | 4.45% | 0.25% | Not reported | Q2 2025 |
 ARRY | $10.1M | 3.87% | 0.72% | New | Q4 2025 |
 FSLR | $5.22M | 2.00% | 0.02% | -80.0% | Q3 2025 |
| Q3 2025 | |||||
| MTZ | $38.5M | 14.69% | 0.23% | -9.5% | Q4 2024 |
 PRIM | $37.8M | 14.40% | 0.51% | Not reported | Q4 2024 |
 VST | $29.4M | 11.20% | 0.04% | +13.5% | Q4 2024 |
| SEI | $26M | 9.91% | Not reported | -7.1% | Q2 2025 |
 NRG | $25.9M | 9.88% | 0.08% | -14.9% | Q1 2025 |
 AGX | $25.7M | 9.78% | 0.69% | -20.8% | Q1 2025 |
| FSLR | $22.1M | 8.41% | 0.09% | New | Q3 2025 |
 HUT | $19.1M | 7.30% | 0.52% | New | Q3 2025 |
| GPRE | $17.6M | 6.70% | 2.78% | New | Q3 2025 |
| MP | $14.8M | 5.63% | 0.12% | New | Q3 2025 |
 RUN | $5.53M | 2.11% | 0.14% | New | Q3 2025 |