Goodlander Investment Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Goodlander Investment Management, LLC reported 11 stock positions worth $261.8 million. Its top holding was Solaris Energy Infrastructur (SEI) at 16.9% of the portfolio, followed by Mastec (MTZ, 14.1%) and Emcor (EME, 14.0%). Compared with Q3 2025, it opened 7 new positions, sold out of 7, added to 1 and reduced 3. The biggest buy was a new position in Emcor (EME) and the biggest sale an exit from Primoris Services (PRIM).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002018973
- Portfolio Value
- $261.8M (Q4 2025)
- SEC Filing
- 0002018973-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 11 stocks · $261.8M
| SEI Solaris Energy Infrastructur | 16.86% | 960,000 | $44.1M | Add +47.7% |
| MTZ Mastec Inc. | 14.11% | 170,000 | $37.0M | Reduce -6.1% |
| EME Emcor Group Inc. | 14.02% | 60,000 | $36.7M | New |
| LBRT Liberty Energy Inc. | 13.75% | 1,950,000 | $36.0M | New |
| GEV GE Vernova Inc. | 11.23% | 45,000 | $29.4M | New |
| GM General Motors Co. | 9.32% | 300,000 | $24.4M | New |
| CTRI Centuri Holdings Inc. | 5.30% | 550,000 | $13.9M | New |
| GPRE Green Plains Inc. | 5.09% | 1,360,000 | $13.3M | Reduce -32.0% |
| CORZ Core Scientific Inc. | 4.45% | 800,000 | $11.6M | New |
| ARRY Array Technologies Inc. | 3.87% | 1,100,000 | $10.1M | New |
| FSLR First Solar Inc. | 2.00% | 20,000 | $5.2M | Reduce -80.0% |
Portfolio Sells Q3 2025 → Q4 2025
| PRIM Primoris Services Corp. | Sold out | 0.00% | −14.40 |
| VST Vistra Corp. | Sold out | 0.00% | −11.20 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −9.88 |
| AGX Argan Inc. | Sold out | 0.00% | −9.78 |
| HUT Hut 8 Corp. | Sold out | 0.00% | −7.30 |
| FSLR First Solar Inc. | Reduce -80.0% | 2.00% | −6.41 |
| MP MP Materials Corp. | Sold out | 0.00% | −5.63 |
| RUN Sunrun Inc. | Sold out | 0.00% | −2.11 |
| GPRE Green Plains Inc. | Reduce -32.0% | 5.09% | −1.61 |
| MTZ Mastec Inc. | Reduce -6.1% | 14.11% | −0.57 |
Portfolio Buys Q3 2025 → Q4 2025
| EME Emcor Group Inc. | New | 14.02% | +14.02 |
| LBRT Liberty Energy Inc. | New | 13.75% | +13.75 |
| GEV GE Vernova Inc. | New | 11.23% | +11.23 |
| GM General Motors Co. | New | 9.32% | +9.32 |
| SEI Solaris Energy Infrastructur | Add +47.7% | 16.86% | +6.95 |
| CTRI Centuri Holdings Inc. | New | 5.30% | +5.30 |
| CORZ Core Scientific Inc. | New | 4.45% | +4.45 |
| ARRY Array Technologies Inc. | New | 3.87% | +3.87 |
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 |