13F HOLDINGS REPORT
Goodlander Investment Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0002018973-25-000006
Total Value
$117.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTEC INC | MTZ | 195,135 | $22.8M | 19.43% |
| 2 | GE VERNOVA INC | GEV | 64,000 | $19.5M | 16.67% |
| 3 | ARGAN INC | AGX | 140,000 | $18.4M | 15.67% |
| 4 | ANTERO RESOURCES CORP | AR | 340,000 | $13.7M | 11.73% |
| 5 | EXPAND ENERGY CORPORATION | EXE | 90,000 | $10.0M | 8.55% |
| 6 | NRG ENERGY INC | NRG | 100,000 | $9.5M | 8.14% |
| 7 | TALEN ENERGY CORP | TLN | 40,000 | $8.0M | 6.81% |
| 8 | DARLING INGREDIENTS INC | DAR | 230,000 | $7.2M | 6.13% |
| 9 | NEXTRACKER INC | NXT | 100,000 | $4.2M | 3.59% |
| 10 | ENTERGY CORP NEW | ENO | 45,000 | $3.8M | 3.28% |