Goodlander Investment Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Goodlander Investment Management, LLC reported 10 stock positions worth $135.9 million. Its top holding was Mastec (MTZ) at 17.0% of the portfolio, followed by Vistra (VST, 14.2%) and Nextpower (NXT, 14.0%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002018973
- Portfolio Value
- $135.9M (Q4 2024)
- SEC Filing
- 0002018973-25-000003 ↗ filed Feb 14, 2025
Holdings Value
Holdings 10 stocks · $135.9M
| MTZ Mastec Inc. | 17.03% | 170,000 | $23.1M | — |
| VST Vistra Corp. | 14.21% | 140,000 | $19.3M | — |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 13.98% | 520,000 | $19.0M | — |
| EXE Expand Energy Corp. | 11.72% | 160,000 | $15.9M | — |
| AR Antero Resources Corp. | 10.32% | 400,000 | $14.0M | — |
| VRT Vertiv Holdings Co. Class A | 10.03% | 120,000 | $13.6M | — |
| GEV GE Vernova Inc. | 8.47% | 35,000 | $11.5M | — |
| PRIM Primoris Services Corp. | 7.03% | 125,000 | $9.6M | — |
| SHLS Shoals Technologies Group -A | 6.11% | 1,500,000 | $8.3M | — |
| MYRG MYR Group Inc./Delaware | 1.09% | 10,000 | $1.5M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |