The Analysis of Goodlander Investment Management, LLC's Holdings


Currently, Goodlander Investment Management, LLC holds 11 types of securities in its portfolio with a total value $261.8M. In the most recent quarter, they have increased their positions in EME (+60.0K shares, valued at $36.7M), LBRT (+1.9M shares, valued at $36.0M), GEV (+45.0K shares, valued at $29.4M); decreased their positions in FSLR (-80.0K shares, valued at $20.9M), GPRE (-640.0K shares, valued at $6.3M), MTZ (-11.0K shares, valued at $2.4M); initiated new positions in EME (+60.0K shares, valued at $36.7M), LBRT (+1.9M shares, valued at $36.0M), GEV (+45.0K shares, valued at $29.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SEI SOLARIS ENERGY INFRAS INC960.0K shares47.69%2025-12-312026-02-17history
MTZ MASTEC INC170.0K shares-6.08%2025-12-312026-02-17history
EME EMCOR GROUP INC60.0K sharesnew addition2025-12-312026-02-17history
LBRT LIBERTY ENERGY INC1.9M sharesnew addition2025-12-312026-02-17history
GEV GE VERNOVA INC45.0K sharesnew addition2025-12-312026-02-17history
GM GENERAL MTRS CO300.0K sharesnew addition2025-12-312026-02-17history
CTRI CENTURI HOLDINGS INC550.0K sharesnew addition2025-12-312026-02-17history
GPRE GREEN PLAINS INC1.4M shares-32.00%2025-12-312026-02-17history
Sponsored
CORZ CORE SCIENTIFIC INC NEW800.0K sharesnew addition2025-12-312026-02-17history
ARRY ARRAY TECHNOLOGIES INC1.1M sharesnew addition2025-12-312026-02-17history
FSLR FIRST SOLAR INC20.0K shares-80.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
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