Q3 2025 · 13F-HR
Goodlander Investment Management, LLCholdings as filed
Filed 2025-11-14 · accession 0002018973-25-000012
$262.3M
Reported value
11
Positions
2025-09-30
Period end
The Brief · Goodlander Investment Management, LLC · Q3 2025
AI · grounded in 13F
Goodlander Investment Management, LLC closed its position in CORZ for a reduction of $34.99M. The fund established several new positions, led by a $37.77M investment in PRIM and $22.05M in FSLR. Other significant new entries include HUT at $19.15M and GPRE at $17.58M. The fund also exited positions in DAR and GNRC.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 576323109 | MTZ | MasTec Inc | $38.5M | 14.7% | 181,000 | Common | SOLE |
| 74164F103 | PRIM | Primoris Services Corp | $37.8M | 14.4% | 275,000 | Common | SOLE |
| 92840M102 | VST | Vistra Corp | $29.4M | 11.2% | 150,000 | Common | SOLE |
| 83418M103 | SEI | Solaris Energy Infrastructure Inc | $26.0M | 9.91% | 650,000 | Common | SOLE |
| 629377508 | NRG | NRG Energy Inc | $25.9M | 9.88% | 160,000 | Common | SOLE |
| 04010E109 | AGX | Argan Inc | $25.7M | 9.78% | 95,000 | Common | SOLE |
| 336433107 | FSLR | First Solar Inc | $22.1M | 8.41% | 100,000 | Common | SOLE |
| 44812J104 | HUT | Hut 8 Corp | $19.1M | 7.30% | 550,000 | Common | SOLE |
| 393222104 | GPRE | Green Plains Inc | $17.6M | 6.70% | 2,000,000 | Common | SOLE |
| 553368101 | MP | MP Materials Corp | $14.8M | 5.63% | 220,000 | Common | SOLE |
| 86771W105 | RUN | Sunrun Inc | $5.5M | 2.11% | 320,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.