Goodlander Investment Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Goodlander Investment Management, LLC reported 15 stock positions worth $331.3 million. Its top holding was Mastec (MTZ) at 13.2% of the portfolio, followed by Comfort Systems USA (FIX, 12.6%) and Legence Class A (LGN, 10.0%). Compared with Q1 2026, it opened 8 new positions, sold out of 5, added to 2 and reduced 5. The biggest buy was a new position in Fluence Energy (FLNC) and the biggest sale an exit from MP Materials (MP).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002018973
- Portfolio Value
- $331.3M (Q2 2026)
- SEC Filing
- 0002018973-26-000005 ↗ filed Aug 14, 2026
Holdings Value
Holdings 15 stocks · $331.3M
| MTZ Mastec Inc. | 13.19% | 105,000 | $43.7M | Reduce -27.6% |
| FIX Comfort Systems USA Inc. | 12.56% | 21,000 | $41.6M | Add +75.0% |
| LGN Legence Corp. Class A | 10.03% | 390,000 | $33.2M | Reduce -9.3% |
| FLNC Fluence Energy Inc. | 9.00% | 1,500,000 | $29.8M | New |
| GNRC Generac Holdings Inc. | 8.40% | 95,000 | $27.8M | New |
| DPC DPC Holdings PLC | 7.40% | 500,000 | $24.5M | New |
| CORZ Core Scientific Inc. | 7.34% | 950,000 | $24.3M | Reduce -57.8% |
| SEI Solaris Energy Infrastructur | 6.56% | 270,000 | $21.7M | New |
| FPS Forgent Power Solutions Class A | 5.56% | 330,000 | $18.4M | Reduce -76.1% |
| Q Qnity Electronics Inc. | 4.44% | 90,000 | $14.7M | New |
| DAR Darling Ingredients Inc. | 3.71% | 225,000 | $12.3M | Reduce -43.8% |
| NXT Nextpower Inc. | 3.60% | 100,000 | $11.9M | New |
| CLSK Cleanspark Inc. | 3.39% | 770,841 | $11.2M | New |
| WULF Terawulf Inc. | 3.36% | 450,000 | $11.1M | New |
| AEXA American Exceptionalism Class A | 1.46% | 410,565 | $4.9M | Add +0.3% |
Portfolio Sells Q1 2026 → Q2 2026
| MP MP Materials Corp. | Sold out | 0.00% | −11.19 |
| CTRI Centuri Holdings Inc. | Sold out | 0.00% | −11.01 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −9.43 |
| FPS Forgent Power Solutions Class A | Reduce -76.1% | 5.56% | −8.41 |
| DAR Darling Ingredients Inc. | Reduce -43.8% | 3.71% | −4.85 |
| CORZ Core Scientific Inc. | Reduce -57.8% | 7.34% | −4.30 |
| MTZ Mastec Inc. | Reduce -27.6% | 13.19% | −2.95 |
| GPRE Green Plains Inc. | Sold out | 0.00% | −2.11 |
| SHMD Schmid Group NV | Sold out | 0.00% | −0.30 |
| LGN Legence Corp. Class A | Reduce -9.3% | 10.03% | +1.64 |
Portfolio Buys Q1 2026 → Q2 2026
| FLNC Fluence Energy Inc. | New | 9.00% | +9.00 |
| GNRC Generac Holdings Inc. | New | 8.40% | +8.40 |
| DPC DPC Holdings PLC | New | 7.40% | +7.40 |
| FIX Comfort Systems USA Inc. | Add +75.0% | 12.56% | +6.84 |
| SEI Solaris Energy Infrastructur | New | 6.56% | +6.56 |
| Q Qnity Electronics Inc. | New | 4.44% | +4.44 |
| NXT Nextpower Inc. | New | 3.60% | +3.60 |
| CLSK Cleanspark Inc. | New | 3.39% | +3.39 |
| WULF Terawulf Inc. | New | 3.36% | +3.36 |
| AEXA American Exceptionalism Class A | Add +0.3% | 1.46% | −0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $331.3M | MTZ, FIX, LGN, FLNC, GNRC |
| Q1 2026 | 12 | $289.1M | MTZ, FPS, CORZ, MP, CTRI |
| Q4 2025 | 11 | $261.8M | SEI, MTZ, EME, LBRT, GEV |
| Q3 2025 | 11 | $262.3M | MTZ, PRIM, VST, SEI, NRG |
| Q2 2025 | 11 | $243.6M | CORZ, MTZ, NRG, DAR, AGX |
| Q1 2025 | 10 | $117.2M | MTZ, GEV, AGX, AR, EXE |
| Q4 2024 | 10 | $135.9M | MTZ, VST, NXT, EXE, AR |