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Goodlander Investment Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $245,832,936
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SOLARIS ENERGY INFRAS INC · COM CL A · 83418M103 · shares: $44,131,600
- EMCOR GROUP INC · COM · 29084Q100 · shares: $33,566,506
- FORGENT POWER SOLUTIONS INC · COM SHS CL A · 34631F102 · shares: $31,075,200
- TALEN ENERGY CORP · COM · 87422Q109 · shares: $23,451,750
- ATLAS ENERGY SOLUTIONS INC · COM NEW · 642045108 · shares: $22,819,000
- MASTEC INC · COM · 576323109 · shares: $18,157,700
- DARLING INGREDIENTS INC · COM · 237266101 · shares: $18,032,023
- TIDEWATER INC NEW · COM · 88642R109 · shares: $17,031,000
- CALUMET INC · COM · 131428104 · shares: $10,476,000
- T1 ENERGY INC · COM NEW · 35834F104 · shares: $9,558,973
Reported holdings
12 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 | — | 620,000 shares | $44,131,600 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 44,489 shares | $33,566,506 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 830,000 shares | $31,075,200 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 75,000 shares | $23,451,750 |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | 642045108 | — | 1,900,000 shares | $22,819,000 |
| MASTEC INC | COM | 576323109 | — | 85,000 shares | $18,157,700 |
| DARLING INGREDIENTS INC | COM | 237266101 | — | 297,019 shares | $18,032,023 |
| TIDEWATER INC NEW | COM | 88642R109 | — | 210,000 shares | $17,031,000 |
| CALUMET INC | COM | 131428104 | — | 200,000 shares | $10,476,000 |
| T1 ENERGY INC | COM NEW | 35834F104 | — | 2,476,418 shares | $9,558,973 |
| AMERICAN EXCEPTIONALISM ACQU | ORD CL A | G0273J101 | — | 809,460 shares | $9,017,384 |
| EXPRO LTD | ORD SHS | G3314M109 | — | 540,000 shares | $8,515,800 |