Goodlander Investment Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FORGENT POWER SOLUTIONS INC(FPS) | 0 | 1,380,000 | +1,380,000 | 0 | 40,392,600 | 13.97% | +40,392,600 |
| MP MATERIALS CORP(MP) | 0 | 670,000 | +670,000 | 0 | 32,334,200 | 11.19% | +32,334,200 |
| BP PLC(BP) | 0 | 579,945 | +579,945 | 0 | 27,257,415 | 9.43% | +27,257,415 |
| DARLING INGREDIENTS INC(DAR) | 0 | 400,000 | +400,000 | 0 | 24,740,000 | 8.56% | +24,740,000 |
| LEGENCE CORP(LGN) | 0 | 430,000 | +430,000 | 0 | 24,277,800 | 8.40% | +24,277,800 |
| CORE SCIENTIFIC INC NEW(CORZ) | 800,000 | 2,250,000 | +1,450,000 | 11,648,000 | 33,660,000 | 11.64% | +22,012,000 |
| CENTURI HOLDINGS INC(CTRI) | 550,000 | 1,090,000 | +540,000 | 13,887,500 | 31,838,900 | 11.01% | +17,951,400 |
| COMFORT SYS USA INC(FIX) | 0 | 12,000 | +12,000 | 0 | 16,547,880 | 5.72% | +16,547,880 |
| MASTEC INC(MTZ) | 170,000 | 145,000 | -25,000 | 36,952,900 | 46,652,300 | 16.14% | +9,699,400 |
| AMERICAN EXCEPTIONALISM ACQU ORD CL A | 0 | 409,469 | +409,469 | 0 | 4,434,549 | 1.53% | +4,434,549 |
| SCHMID GROUP N.V. | 0 | 162,849 | +162,849 | 0 | 863,100 | 0.30% | +863,100 |
| FIRST SOLAR INC(FSLR) | 20,000 | 0 | -20,000 | 5,224,600 | 0 | — | -5,224,600 |
| GREEN PLAINS INC(GPRE) | 1,360,000 | 370,000 | -990,000 | 13,328,000 | 6,086,500 | 2.11% | -7,241,500 |
| ARRAY TECHNOLOGIES INC(ARRY) | 1,100,000 | 0 | -1,100,000 | 10,142,000 | 0 | — | -10,142,000 |
| GENERAL MTRS CO(GM) | 300,000 | 0 | -300,000 | 24,396,000 | 0 | — | -24,396,000 |
| GE VERNOVA INC(GEV) | 45,000 | 0 | -45,000 | 29,410,650 | 0 | — | -29,410,650 |
| LIBERTY ENERGY INC(LBRT) | 1,950,000 | 0 | -1,950,000 | 35,997,000 | 0 | — | -35,997,000 |
| EMCOR GROUP INC(EME) | 60,000 | 0 | -60,000 | 36,707,400 | 0 | — | -36,707,400 |
| SOLARIS ENERGY INFRAS INC(SEI) | 960,000 | 0 | -960,000 | 44,131,200 | 0 | — | -44,131,200 |