Goodlander Investment Management, LLC Top Holdings and 13F Report (2025) About Goodlander Investment Management, LLCInvestment ActivityGoodlander Investment Management, LLC has $243.62 million in total holdings as of June 30, 2025.Goodlander Investment Management, LLC owns shares of 11 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 65.32% of the portfolio was purchased this quarter.About 26.17% of the portfolio was sold this quarter.This quarter, Goodlander Investment Management, LLC has purchased 10 new stocks and bought additional shares in 3 stocks.Goodlander Investment Management, LLC sold shares of 1 stock and completely divested from 6 stocks this quarter.Largest Holdings CORE SCIENTIFIC INC NEW $34,993,500MasTec $34,086,000NRG Energy $30,189,040Darling Ingredients $28,455,000Argan $26,457,600 Largest New Holdings this Quarter 21874A106 - CORE SCIENTIFIC INC NEW $34,993,500 Holding92840M102 - Vistra $25,603,658 Holding83418M103 - Solaris Oilfield Infrastructure $19,803,000 Holding368736104 - Generac $14,321,000 Holding093712107 - Bloom Energy $11,960,000 Holding Largest Purchases this Quarter CORE SCIENTIFIC INC NEW 2,050,000 shares (about $34.99M)Vistra 132,107 shares (about $25.60M)Solaris Oilfield Infrastructure 700,000 shares (about $19.80M)Darling Ingredients 520,000 shares (about $19.73M)Generac 100,000 shares (about $14.32M) Largest Sales this Quarter Argan 20,000 shares (about $4.41M) 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 PortfolioSectorCORE SCIENTIFIC INC NEW$34,993,500$34,993,500 ▲New Holding2,050,00014.4%COMMTZMasTec$34,086,000$829,142 ▲2.5%200,00014.0%ConstructionNRGNRG Energy$30,189,040$14,131,040 ▲88.0%188,00012.4%UtilitiesDARDarling Ingredients$28,455,000$19,728,800 ▲226.1%750,00011.7%Consumer StaplesAGXArgan$26,457,600$4,409,600 ▼-14.3%120,00010.9%ConstructionVSTVistra$25,603,658$25,603,658 ▲New Holding132,10710.5%UtilitiesSOISolaris Oilfield Infrastructure$19,803,000$19,803,000 ▲New Holding700,0008.1%EnergyGNRCGenerac$14,321,000$14,321,000 ▲New Holding100,0005.9%IndustrialsBEBloom Energy$11,960,000$11,960,000 ▲New Holding500,0004.9%EnergyVRTVertiv$8,988,700$8,988,700 ▲New Holding70,0003.7%Computer and TechnologyWULFTeraWulf$8,760,000$8,760,000 ▲New Holding2,000,0003.6%FinanceGE VERNOVA INC$0$19,537,920 ▼-100.0%00.0%COMARAntero Resources$0$13,749,600 ▼-100.0%00.0%EnergyCHKChesapeake Energy$0$10,018,800 ▼-100.0%00.0%EnergyTALEN ENERGY CORP$0$7,986,800 ▼-100.0%00.0%COMNXTNextracker$0$4,214,000 ▼-100.0%00.0%EnergyETREntergy$0$3,847,050 ▼-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.
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