13F HOLDINGS REPORT
Goodlander Investment Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002018973-26-000002
Total Value
$261.8M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SOLARIS ENERGY INFRAS INC | SEI | 960,000 | $44.1M | 16.86% |
| 2 | MASTEC INC | MTZ | 170,000 | $37.0M | 14.11% |
| 3 | EMCOR GROUP INC | EME | 60,000 | $36.7M | 14.02% |
| 4 | LIBERTY ENERGY INC | LBRT | 1,950,000 | $36.0M | 13.75% |
| 5 | GE VERNOVA INC | GEV | 45,000 | $29.4M | 11.23% |
| 6 | GENERAL MTRS CO | 37045V100 | 300,000 | $24.4M | 9.32% |
| 7 | CENTURI HOLDINGS INC | CTRI | 550,000 | $13.9M | 5.30% |
| 8 | GREEN PLAINS INC | GPRE | 1,360,000 | $13.3M | 5.09% |
| 9 | CORE SCIENTIFIC INC NEW | 21874A106 | 800,000 | $11.6M | 4.45% |
| 10 | ARRAY TECHNOLOGIES INC | ARRY | 1,100,000 | $10.1M | 3.87% |
| 11 | FIRST SOLAR INC | FSLR | 20,000 | $5.2M | 2.00% |