Holders — by stockHoldings — by fund
Goodlander Investment Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002018973
$331.3M
disclosed book value
15
positions
13.2%
largest position share
Positions, as of 2026-06-30
top 15 of 15 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MTZMASTEC INC | 105,000 | $43.7M | 13.2% |
| 2 | FIXCOMFORT SYS USA INC | 21,000 | $41.6M | 12.6% |
| 3 | LGNLEGENCE CORP | 390,000 | $33.2M | 10% |
| 4 | FLNCFLUENCE ENERGY INC | 1.5M | $29.8M | 9% |
| 5 | GNRCGENERAC HLDGS INC | 95,000 | $27.8M | 8.4% |
| 6 | DPCDPC HOLDINGS PLC | 500,000 | $24.5M | 7.4% |
| 7 | CORZCORE SCIENTIFIC INC NEW | 950,000 | $24.3M | 7.3% |
| 8 | SEISOLARIS ENERGY INFRAS INC | 270,000 | $21.7M | 6.6% |
| 9 | FPSFORGENT POWER SOLUTIONS INC | 330,000 | $18.4M | 5.6% |
| 10 | QQNITY ELECTRONICS INC | 90,000 | $14.7M | 4.4% |
| 11 | DARDARLING INGREDIENTS INC | 225,000 | $12.3M | 3.7% |
| 12 | NXTNEXTPOWER INC | 100,000 | $11.9M | 3.6% |
| 13 | CLSKCLEANSPARK INC | 770,841 | $11.2M | 3.4% |
| 14 | WULFTERAWULF INC | 450,000 | $11.1M | 3.4% |
| 15 | AEXAAMERICAN EXCEPTIONALISM ACQU | 410,565 | $4.9M | 1.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.