Q4 2025 · 13F-HR
Goodlander Investment Management, LLCholdings as filed
Filed 2026-02-17 · accession 0002018973-26-000002
The Brief · Goodlander Investment Management, LLC · Q4 2025
AI · grounded in 13F
Goodlander Investment Management, LLC closed its position in Primoris Services Corp PRIM, reducing exposure by $37.77M. The fund established new positions in EMCOR GROUP INC EME for $36.71M and LIBERTY ENERGY INC LBRT for $36M. Other notable activity includes new entries into GE VERNOVA INC GEV and GENERAL MTRS CO GM, alongside a 47.69% increase in shares of SOLARIS ENERGY INFRAS INC SEI.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 83418M103 | SEI | SOLARIS ENERGY INFRAS INC | $44.1M | 16.9% | 960,000 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $37.0M | 14.1% | 170,000 | Common | SOLE |
| 29084Q100 | EME | EMCOR GROUP INC | $36.7M | 14.0% | 60,000 | Common | SOLE |
| 53115L104 | LBRT | LIBERTY ENERGY INC | $36.0M | 13.7% | 1,950,000 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $29.4M | 11.2% | 45,000 | Common | SOLE |
| 37045V100 | GM | GENERAL MTRS CO | $24.4M | 9.32% | 300,000 | Common | SOLE |
| 155923105 | CTRI | CENTURI HOLDINGS INC | $13.9M | 5.30% | 550,000 | Common | SOLE |
| 393222104 | GPRE | GREEN PLAINS INC | $13.3M | 5.09% | 1,360,000 | Common | SOLE |
| 21874A106 | CORZ | CORE SCIENTIFIC INC NEW | $11.6M | 4.45% | 800,000 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $10.1M | 3.87% | 1,100,000 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $5.2M | 2.00% | 20,000 | 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.