Back to funds
View filing
Goodlander Investment Management, LLC
hedge fundUpdated 27 days agoManaged by Goodlander Investment Management, Llc • Latest filing Q2 2026
Portfolio value
$331.3M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
92.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 7 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $135.9M |
| Q1 2025 | $117.2M |
| Q2 2025 | $243.6M |
| Q3 2025 | $262.3M |
| Q4 2025 | $261.8M |
| Q1 2026 | $289.1M |
| Q2 2026 | $331.3M |
Top holdings
15 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MTZ MASTEC INC | $43.7M | 105.0K | 13.19% | — |
| 2 | F FIX COMFORT SYS USA INC | $41.6M | 21.0K | 12.56% | — |
| 3 | L LGN LEGENCE CORP | $33.2M | 390.0K | 10.03% | — |
| 4 | F FLNC FLUENCE ENERGY INC | $29.8M | 1.50M | 9.00% | — |
| 5 | G GNRC GENERAC HLDGS INC | $27.8M | 95.0K | 8.40% | — |
| 6 | D DPC DPC HOLDINGS PLC | $24.5M | 500.0K | 7.40% | — |
| 7 | C CORZR CORE SCIENTIFIC INC NEW | $24.3M | 950.0K | 7.34% | — |
| 8 | S SEI SOLARIS ENERGY INFRAS INC | $21.7M | 270.0K | 6.56% | — |
| 9 | F FPS FORGENT POWER SOLUTIONS INC | $18.4M | 330.0K | 5.56% | — |
| 10 | Q Q QNITY ELECTRONICS INC | $14.7M | 90.0K | 4.44% | — |
| 11 | D DAR DARLING INGREDIENTS INC | $12.3M | 225.0K | 3.71% | — |
| 12 | N NXT NEXTPOWER INC | $11.9M | 100.0K | 3.60% | — |
| 13 | C CEG CLEANSPARK INC | $11.2M | 770.8K | 3.39% | — |
| 14 | W WULF TERAWULF INC | $11.1M | 450.0K | 3.36% | — |
| 15 | A AEXA AMERICAN EXCEPTIONALISM ACQU | $4.9M | 410.6K | 1.46% | — |