Goodlander Investment Management, LLC
CIK 2018973 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- MTZ13.19%
- FIX12.56%
- LGN10.03%
- FLNC9.00%
- GNRC8.40%
- DPC7.40%
- CORZ7.34%
- SEI6.56%
- FPS5.56%
- Q4.44%
Share classes counted separately84.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FPSWeight decreased · -8.41 pp13.97% → 5.56%Shares -1.05M (-76.09%)
- FIXWeight increased · +6.84 pp5.72% → 12.56%Shares +9.00K (+75.00%)
- DARWeight decreased · -4.85 pp8.56% → 3.71%Shares -175.00K (-43.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 15
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MTZMASTEC INC View history and evidence | $43.69M | 13.19% | 105.00K shares | 16.14% → 13.19%-2.95 pp -40.00K (-27.59%) | Reduced | ▾ |
| 02 | FIXCOMFORT SYSTEMS USA INC View history and evidence | $41.62M | 12.56% | 21.00K shares | 5.72% → 12.56%+6.84 pp +9.00K (+75.00%) | Added | ▾ |
| 03 | LGNLEGENCE CORP-CL ACL A View history and evidence | $33.24M | 10.03% | 390.00K shares | 8.40% → 10.03%+1.63 pp -40.00K (-9.30%) | Reduced | ▾ |
| 04 | FLNCFLUENCE ENERGY INCCOM CL A View history and evidence | $29.82M | 9.00% | 1.50M shares | Prior unavailable +1.50M | New | ▾ |
| 05 | GNRCGENERAC HOLDINGS INC View history and evidence | $27.82M | 8.40% | 95.00K shares | Prior unavailable +95.00K | New | ▾ |
| 06 | DPCDPC HOLDINGS PLCORDINARY SHARES View history and evidence | $24.53M | 7.40% | 500.00K shares | Prior unavailable +500.00K | New | ▾ |
| 07 | CORZCORE SCIENTIFIC INC View history and evidence | $24.31M | 7.34% | 950.00K shares | 11.64% → 7.34%-4.30 pp -1.30M (-57.78%) | Reduced | ▾ |
| 08 | SEISOLARIS ENERGY INFRASTRUCTURCOM CL A View history and evidence | $21.72M | 6.56% | 270.00K shares | Prior unavailable +270.00K | New | ▾ |
| 09 | FPSFORGENT POWER SOLUTIONS-CL ACOM SHS CL A View history and evidence | $18.43M | 5.56% | 330.00K shares | 13.97% → 5.56%-8.41 pp -1.05M (-76.09%) | Reduced | ▾ |
| 10 | QQNITY ELECTRONICS INCCOMMON STOCK View history and evidence | $14.70M | 4.44% | 90.00K shares | Prior unavailable +90.00K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MP MP MATERIALS CORP | Non-derivative | -670,000 | -$32.33M | SEC filing ↗ | SEC filing ↗ |
| CTRI CENTURI HOLDINGS INC | Non-derivative | -1,090,000 | -$31.84M | SEC filing ↗ | SEC filing ↗ |
| BP BP PLC-SPONS ADR | Non-derivative | -579,945 | -$27.26M | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2018973 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 331267415
}Take these holdings further.
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