Filed: 2/14/2025ACC: 0002018973-25-000003
📋 What this filing means
GOODLANDER INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $135.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$135.87M
Total AUM (reported)
3.18M
Total Shares
Allocation by class
COM$94.94M69.9%
CLASS A COM$19.00M14.0%
COM CL A$13.63M10.0%
CL A$8.29M6.1%
Portfolio Concentration
Top 3$61.44M45.2%
4–10$74.43M54.8%
Top 3 weight
45.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.18M
Sole
Full voting authority
3.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
MASTEC INC
SOLEShares170K
TypeSH
Market value$23.14M
17.03%
Sole
170K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares140K
TypeSH
Market value$19.30M
14.21%
Sole
140K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares520K
TypeSH
Market value$19.00M
13.98%
Sole
520K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares160K
TypeSH
Market value$15.93M
11.72%
Sole
160K
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares400K
TypeSH
Market value$14.02M
10.32%
Sole
400K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares120K
TypeSH
Market value$13.63M
10.03%
Sole
120K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares35K
TypeSH
Market value$11.51M
8.47%
Sole
35K
Shared
0.00
None
0.00
PRIMORIS SVCS CORP
SOLEShares125K
TypeSH
Market value$9.55M
7.03%
Sole
125K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares1.50M
TypeSH
Market value$8.29M
6.11%
Sole
1.50M
Shared
0.00
None
0.00
MYR GROUP INC DEL
SOLEShares10K
TypeSH
Market value$1.49M
1.09%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 170K | SH | $23.14M 17.03% | 170K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 140K | SH | $19.30M 14.21% | 140K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 520K | SH | $19.00M 13.98% | 520K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 160K | SH | $15.93M 11.72% | 160K | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 400K | SH | $14.02M 10.32% | 400K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 120K | SH | $13.63M 10.03% | 120K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 35K | SH | $11.51M 8.47% | 35K | 0.00 | 0.00 |
PRIMORIS SVCS CORPSOLE | COM | 125K | SH | $9.55M 7.03% | 125K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 1.50M | SH | $8.29M 6.11% | 1.50M | 0.00 | 0.00 |
MYR GROUP INC DELSOLE | COM | 10K | SH | $1.49M 1.09% | 10K | 0.00 | 0.00 |