Filed: 5/15/2025ACC: 0002018973-25-000006
📋 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 $117.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$117.22M
Total AUM (reported)
1.34M
Total Shares
Allocation by class
COM$103.46M88.3%
COM NEW$9.55M8.1%
CLASS A COM$4.21M3.6%
Portfolio Concentration
Top 3$60.68M51.8%
4–10$56.55M48.2%
Top 3 weight
51.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.34M
Sole
Full voting authority
1.34M
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
SOLEShares195.13K
TypeSH
Market value$22.77M
19.43%
Sole
195.13K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares64K
TypeSH
Market value$19.54M
16.67%
Sole
64K
Shared
0.00
None
0.00
ARGAN INC
SOLEShares140K
TypeSH
Market value$18.36M
15.67%
Sole
140K
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares340K
TypeSH
Market value$13.75M
11.73%
Sole
340K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares90K
TypeSH
Market value$10.02M
8.55%
Sole
90K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares100K
TypeSH
Market value$9.55M
8.14%
Sole
100K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares40K
TypeSH
Market value$7.99M
6.81%
Sole
40K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares230K
TypeSH
Market value$7.19M
6.13%
Sole
230K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares100K
TypeSH
Market value$4.21M
3.59%
Sole
100K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares45K
TypeSH
Market value$3.85M
3.28%
Sole
45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 195.13K | SH | $22.77M 19.43% | 195.13K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 64K | SH | $19.54M 16.67% | 64K | 0.00 | 0.00 |
ARGAN INCSOLE | COM | 140K | SH | $18.36M 15.67% | 140K | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 340K | SH | $13.75M 11.73% | 340K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 90K | SH | $10.02M 8.55% | 90K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 100K | SH | $9.55M 8.14% | 100K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 40K | SH | $7.99M 6.81% | 40K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 230K | SH | $7.19M 6.13% | 230K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 100K | SH | $4.21M 3.59% | 100K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 45K | SH | $3.85M 3.28% | 45K | 0.00 | 0.00 |