13F HOLDINGS REPORT
Goodlander Investment Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002018973-25-000009
Total Value
$243.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CORE SCIENTIFIC INC NEW | 21874A106 | 2,050,000 | $35.0M | 14.36% |
| 2 | MASTEC INC | MTZ | 200,000 | $34.1M | 13.99% |
| 3 | NRG ENERGY INC | NRG | 188,000 | $30.2M | 12.39% |
| 4 | DARLING INGREDIENTS INC | DAR | 750,000 | $28.5M | 11.68% |
| 5 | ARGAN INC | AGX | 120,000 | $26.5M | 10.86% |
| 6 | VISTRA CORP | VST | 132,107 | $25.6M | 10.51% |
| 7 | SOLARIS ENERGY INFRAS INC | SEI | 700,000 | $19.8M | 8.13% |
| 8 | GENERAC HLDGS INC | GNRC | 100,000 | $14.3M | 5.88% |
| 9 | BLOOM ENERGY CORP | BE | 500,000 | $12.0M | 4.91% |
| 10 | VERTIV HOLDINGS CO | VRT | 70,000 | $9.0M | 3.69% |
| 11 | TERAWULF INC | WULF | 2,000,000 | $8.8M | 3.60% |