Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Goodlander Investment Management, LLC (CIK 2018973) reported $289.1M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MTZ ($46.7M, 16.14%), ($40.4M, 13.97%), CORZ ($33.7M, 11.64%), MP ($32.3M, 11.19%), CTRI ($31.8M, 11.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | $46.7M | 16.14% | 145,000 | Trimmed |
| 2 | FORGENT POWER SOLUTIONS INC | $40.4M | 13.97% | 1.4M | New | |
| 3 | CORZ | CORE SCIENTIFIC INC NEW | $33.7M | 11.64% | 2.2M | Added |
| 4 | MP | MP MATERIALS CORP | $32.3M | 11.19% | 670,000 | New |
| 5 | CTRI | CENTURI HOLDINGS INC | $31.8M | 11.01% | 1.1M | Added |
| 6 | BP | BP PLC | $27.3M | 9.43% | 579,945 | New |
| 7 | DAR | DARLING INGREDIENTS INC | $24.7M | 8.56% | 400,000 | New |
| 8 | LEGENCE CORP | $24.3M | 8.40% | 430,000 | New | |
| 9 | FIX | COMFORT SYS USA INC | $16.5M | 5.72% | 12,000 | New |
| 10 | GPRE | GREEN PLAINS INC | $6.1M | 2.11% | 370,000 | Trimmed |
| 11 | AMERICAN EXCEPTIONALISM ACQU | $4.4M | 1.53% | 409,469 | New | |
| 12 | SHMD | SCHMID GROUP N.V. | $863,100 | 0.30% | 162,849 | New |
| 13 | GM | GENERAL MTRS CO | $0 | 0.00% | 0 | Exited |
| 14 | EME | EMCOR GROUP INC | $0 | 0.00% | 0 | Exited |
| 15 | ARRY | ARRAY TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 16 | GEV | GE VERNOVA INC | $0 | 0.00% | 0 | Exited |
| 17 | FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | Exited |
| 18 | LBRT | LIBERTY ENERGY INC | $0 | 0.00% | 0 | Exited |
| 19 | SOI | SOLARIS ENERGY INFRAS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31