Goodlander Investment Management, LLC Top Holdings and 13F Report (2025) About Goodlander Investment Management, LLCInvestment ActivityGoodlander Investment Management, LLC has $117.22 million in total holdings as of March 31, 2025.Goodlander Investment Management, LLC owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 50.09% of the portfolio was purchased this quarter.About 68.40% of the portfolio was sold this quarter.This quarter, Goodlander Investment Management, LLC has purchased 10 new stocks and bought additional shares in 2 stocks.Goodlander Investment Management, LLC sold shares of 3 stocks and completely divested from 5 stocks this quarter.Largest Holdings MasTec $22,774,206GE VERNOVA INC $19,537,920Argan $18,363,800Antero Resources $13,749,600Chesapeake Energy $10,018,800 Largest New Holdings this Quarter 04010E109 - Argan $18,363,800 Holding629377508 - NRG Energy $9,546,000 Holding87422Q109 - TALEN ENERGY CORP $7,986,800 Holding237266101 - Darling Ingredients $7,185,200 Holding29364G103 - Entergy $3,847,050 Holding Largest Purchases this Quarter Argan 140,000 shares (about $18.36M)NRG Energy 100,000 shares (about $9.55M)GE VERNOVA INC 29,000 shares (about $8.85M)TALEN ENERGY CORP 40,000 shares (about $7.99M)Darling Ingredients 230,000 shares (about $7.19M) Largest Sales this Quarter Nextracker 420,000 shares (about $17.70M)Chesapeake Energy 70,000 shares (about $7.79M)Antero Resources 60,000 shares (about $2.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoodlander Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMTZMasTec$22,774,206$2,933,506 ▲14.8%195,13519.4%ConstructionGE VERNOVA INC$19,537,920$8,853,120 ▲82.9%64,00016.7%COMAGXArgan$18,363,800$18,363,800 ▲New Holding140,00015.7%ConstructionARAntero Resources$13,749,600$2,426,400 ▼-15.0%340,00011.7%EnergyCHKChesapeake Energy$10,018,800$7,792,400 ▼-43.8%90,0008.5%EnergyNRGNRG Energy$9,546,000$9,546,000 ▲New Holding100,0008.1%UtilitiesTALEN ENERGY CORP$7,986,800$7,986,800 ▲New Holding40,0006.8%COMDARDarling Ingredients$7,185,200$7,185,200 ▲New Holding230,0006.1%Consumer StaplesNXTNextracker$4,214,000$17,698,800 ▼-80.8%100,0003.6%EnergyETREntergy$3,847,050$3,847,050 ▲New Holding45,0003.3%UtilitiesVSTVistra$0$19,301,800 ▼-100.0%00.0%UtilitiesVRTVertiv$0$13,633,200 ▼-100.0%00.0%Computer and TechnologyPRIMPrimoris Services$0$9,550,000 ▼-100.0%00.0%ConstructionSHLSShoals Technologies Group$0$8,295,000 ▼-100.0%00.0%EnergyMYRGMYR Group$0$1,487,700 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
