Goodlander Investment Management, LLC

DALLAS, TX · CIK 2018973 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2025 · limited liability company

$331.3m reported value +14.6% vs Q1 2026

15positions

84.5%in top 10

8 new 2 added 5 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

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	MASTEC INC COM MTZ	MTZ	105,000	$43.7m13.19%	13.19%	Reduced -40.0k	-40,000 -27.6%
2	COMFORT SYS USA INC COM FIX	FIX	21,000	$41.6m12.56%	12.56%	Added +9.0k	+9,000 75.0%
3	LEGENCE CORP CL A LGN	LGN	390,000	$33.2m10.03%	10.03%	Reduced -40.0k	-40,000 -9.3%
4	FLUENCE ENERGY INC COM CL A FLNC	FLNC	1,500,000	$29.8m9.00%	9.00%	New
5	GENERAC HLDGS INC COM GNRC	GNRC	95,000	$27.8m8.40%	8.40%	New
6	DPC HOLDINGS PLC ORDINARY SHARES DPC	DPC	500,000	$24.5m7.40%	7.40%	New
7	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	950,000	$24.3m7.34%	7.34%	Reduced -1.3m	-1,300,000 -57.8%
8	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	270,000	$21.7m6.56%	6.56%	New
9	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	330,000	$18.4m5.56%	5.56%	Reduced -1.1m	-1,050,000 -76.1%
10	QNITY ELECTRONICS INC COMMON STOCK Q	Q	90,000	$14.7m4.44%	4.44%	New
11	DARLING INGREDIENTS INC COM DAR	DAR	225,000	$12.3m3.71%	3.71%	Reduced -175.0k	-175,000 -43.8%
12	NEXTRACKER INC CLASS A COM NXT	NXT	100,000	$11.9m3.60%	3.60%	New
13	CLEANSPARK INC COM NEW CLSK	CLSK	770,841	$11.2m3.39%	3.39%	New
14	TERAWULF INC COM WULF	WULF	450,000	$11.1m3.36%	3.36%	New
15	AMERICAN EXCEPTIONALISM ACQU ORD CL A AEXA	AEXA	410,565	$4.9m1.46%	1.46%	Added +1.1k	+1,096 0.3%

Security	Ticker	Shares held before	Value then
MP MATERIALS CORP MP	MP	670,000	$32.3m670.0k shares
CENTURI HOLDINGS INC CTRI	CTRI	1,090,000	$31.8m1.1m shares
BP PLC BP	BP	579,945	$27.3m579.9k shares
GREEN PLAINS INC GPRE	GPRE	370,000	$6.1m370.0k shares
SCHMID GROUP N.V. SHMD	SHMD	162,849	$863.1k162.8k shares