13F HOLDINGS REPORT
Goodlander Investment Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0002018973-25-000003
Total Value
$135.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTEC INC | MTZ | 170,000 | $23.1M | 17.03% |
| 2 | VISTRA CORP | VST | 140,000 | $19.3M | 14.21% |
| 3 | NEXTRACKER INC | NXT | 520,000 | $19.0M | 13.98% |
| 4 | EXPAND ENERGY CORPORATION | EXE | 160,000 | $15.9M | 11.72% |
| 5 | ANTERO RESOURCES CORP | AR | 400,000 | $14.0M | 10.32% |
| 6 | VERTIV HOLDINGS CO | VRT | 120,000 | $13.6M | 10.03% |
| 7 | GE VERNOVA INC | GEV | 35,000 | $11.5M | 8.47% |
| 8 | PRIMORIS SVCS CORP | 74164F103 | 125,000 | $9.6M | 7.03% |
| 9 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 1,500,000 | $8.3M | 6.11% |
| 10 | MYR GROUP INC DEL | MYRG | 10,000 | $1.5M | 1.09% |