Filed: 8/14/2025ACC: 0002018973-25-000009
📋 What this filing means
GOODLANDER INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $243.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$243.62M
Total AUM (reported)
6.81M
Total Shares
Allocation by class
COM$172.68M70.9%
COM CL A$40.75M16.7%
COM NEW$30.19M12.4%
Portfolio Concentration
Top 3$99.27M40.7%
4–10$135.59M55.7%
11–25$8.76M3.6%
Top 3 weight
40.7%
Top 10 weight
96.4%
Voting Authority Distribution
Total shares with voting rights: 6.81M
Sole
Full voting authority
6.81M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
CORE SCIENTIFIC INC NEW
SOLEShares2.05M
TypeSH
Market value$34.99M
14.36%
Sole
2.05M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares200K
TypeSH
Market value$34.09M
13.99%
Sole
200K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares188K
TypeSH
Market value$30.19M
12.39%
Sole
188K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares750K
TypeSH
Market value$28.45M
11.68%
Sole
750K
Shared
0.00
None
0.00
ARGAN INC
SOLEShares120K
TypeSH
Market value$26.46M
10.86%
Sole
120K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares132.11K
TypeSH
Market value$25.60M
10.51%
Sole
132.11K
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares700K
TypeSH
Market value$19.80M
8.13%
Sole
700K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares100K
TypeSH
Market value$14.32M
5.88%
Sole
100K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares500K
TypeSH
Market value$11.96M
4.91%
Sole
500K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares70K
TypeSH
Market value$8.99M
3.69%
Sole
70K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares2M
TypeSH
Market value$8.76M
3.60%
Sole
2M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CORE SCIENTIFIC INC NEWSOLE | COM | 2.05M | SH | $34.99M 14.36% | 2.05M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 200K | SH | $34.09M 13.99% | 200K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 188K | SH | $30.19M 12.39% | 188K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 750K | SH | $28.45M 11.68% | 750K | 0.00 | 0.00 |
ARGAN INCSOLE | COM | 120K | SH | $26.46M 10.86% | 120K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 132.11K | SH | $25.60M 10.51% | 132.11K | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 700K | SH | $19.80M 8.13% | 700K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 100K | SH | $14.32M 5.88% | 100K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 500K | SH | $11.96M 4.91% | 500K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 70K | SH | $8.99M 3.69% | 70K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 2M | SH | $8.76M 3.60% | 2M | 0.00 | 0.00 |