Holdings of Goodlander Investment Management, LLC
10 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Industrials 22.3 %
- Energy 9.6 %
- Unattributed 68.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 90.4 %
- GB 9.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 9 | 256.5M $ | 90.40 % |
| 2 | GB | 1 | 27.3M $ | 9.60 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | MasTec Inc | 145,000 | 46.7M $ | |
| 2 | Forgent Power Solutions Inc | 1,380,000 | 40.4M $ | |
| 3 | Core Scientific Inc | 2,250,000 | 33.7M $ | |
| 4 | MP Materials Corp | 670,000 | 32.3M $ | |
| 5 | Centuri Holdings Inc | 1,090,000 | 31.8M $ | |
| 6 | BP PLC | 579,945 | 27.3M $ | |
| 7 | Darling Ingredients Inc | 400,000 | 24.7M $ | |
| 8 | Legence Corp | 430,000 | 24.3M $ | |
| 9 | Comfort Systems USA Inc | 12,000 | 16.5M $ | |
| 10 | Green Plains Inc | 370,000 | 6.1M $ |