Goodlander Investment Management, LLC

DALLAS, TX · CIK 2018973 · 13F filing filed 2025-08-14

SEC-registered investment adviser since 2025 · limited liability company

$243.6m reported value +107.8% vs Q1 2025

11positions

96.4%in top 10

7 new 3 added 1 reduced 6 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	2,050,000	$35.0m14.36%	14.36%	New
2	MASTEC INC COM MTZ	MTZ	200,000	$34.1m13.99%	13.99%	Added +4.9k	+4,865 2.5%
3	NRG ENERGY INC COM NEW NRG	NRG	188,000	$30.2m12.39%	12.39%	Added +88.0k	+88,000 88.0%
4	DARLING INGREDIENTS INC COM DAR	DAR	750,000	$28.5m11.68%	11.68%	Added +520.0k	+520,000 226.1%
5	ARGAN INC COM AGX	AGX	120,000	$26.5m10.86%	10.86%	Reduced -20.0k	-20,000 -14.3%
6	VISTRA CORP COM VST	VST	132,107	$25.6m10.51%	10.51%	New
7	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	700,000	$19.8m8.13%	8.13%	New
8	GENERAC HLDGS INC COM GNRC	GNRC	100,000	$14.3m5.88%	5.88%	New
9	BLOOM ENERGY CORP COM CL A BE	BE	500,000	$12.0m4.91%	4.91%	New
10	VERTIV HOLDINGS CO COM CL A VRT	VRT	70,000	$9.0m3.69%	3.69%	New
11	TERAWULF INC COM WULF	WULF	2,000,000	$8.8m3.60%	3.60%	New

Security	Ticker	Shares held before	Value then
GE VERNOVA INC GEV	GEV	64,000	$19.5m64.0k shares
ANTERO RESOURCES CORP AR	AR	340,000	$13.7m340.0k shares
EXPAND ENERGY CORPORATION EXE	EXE	90,000	$10.0m90.0k shares
TALEN ENERGY CORP TLN	TLN	40,000	$8.0m40.0k shares
NEXTRACKER INC NXT	NXT	100,000	$4.2m100.0k shares
ENTERGY CORP NEW ETR	ETR	45,000	$3.8m45.0k shares