13F HOLDINGS REPORT
Goodlander Investment Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002018973-25-000012
Total Value
$262.3M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MasTec Inc | MTZ | 181,000 | $38.5M | 14.69% |
| 2 | Primoris Services Corp | 74164F103 | 275,000 | $37.8M | 14.40% |
| 3 | Vistra Corp | VST | 150,000 | $29.4M | 11.20% |
| 4 | Solaris Energy Infrastructure Inc | SEI | 650,000 | $26.0M | 9.91% |
| 5 | NRG Energy Inc | NRG | 160,000 | $25.9M | 9.88% |
| 6 | Argan Inc | AGX | 95,000 | $25.7M | 9.78% |
| 7 | First Solar Inc | FSLR | 100,000 | $22.1M | 8.41% |
| 8 | Hut 8 Corp | HUT | 550,000 | $19.1M | 7.30% |
| 9 | Green Plains Inc | GPRE | 2,000,000 | $17.6M | 6.70% |
| 10 | MP Materials Corp | MP | 220,000 | $14.8M | 5.63% |
| 11 | Sunrun Inc | RUN | 320,000 | $5.5M | 2.11% |