Goodlander Investment Management, LLC: 13F holdings
CIK 20189732026Q2
| Positions | 15 |
|---|---|
| Reported value | $331.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MTZ MASTEC INC | 105,000 | $43.7m | 13.2% |
| FIX COMFORT SYS USA INC | 21,000 | $41.6m | 12.6% |
| LEGENCE CORP | 390,000 | $33.2m | 10.0% |
| FLNC FLUENCE ENERGY INC | 1,500,000 | $29.8m | 9.0% |
| GNRC GENERAC HLDGS INC | 95,000 | $27.8m | 8.4% |
| DPC HOLDINGS PLC | 500,000 | $24.5m | 7.4% |
| CORZ CORE SCIENTIFIC INC NEW | 950,000 | $24.3m | 7.3% |
| SEI SOLARIS ENERGY INFRAS INC | 270,000 | $21.7m | 6.6% |
| FPS FORGENT POWER SOLUTIONS INC | 330,000 | $18.4m | 5.6% |
| Q QNITY ELECTRONICS INC | 90,000 | $14.7m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2018973")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.