Filed: 11/14/2025ACC: 0002018973-25-000012
📋 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 $262.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$262.29M
Total AUM (reported)
4.70M
Total Shares
Allocation by class
COM$195.64M74.6%
COM CL A$40.74M15.5%
COM NEW$25.91M9.9%
Portfolio Concentration
Top 3$105.67M40.3%
4–10$151.08M57.6%
11–25$5.53M2.1%
Top 3 weight
40.3%
Top 10 weight
97.9%
Voting Authority Distribution
Total shares with voting rights: 4.70M
Sole
Full voting authority
4.70M
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:
MasTec Inc
SOLEShares181K
TypeSH
Market value$38.52M
14.69%
Sole
181K
Shared
0.00
None
0.00
Primoris Services Corp
SOLEShares275K
TypeSH
Market value$37.77M
14.40%
Sole
275K
Shared
0.00
None
0.00
Vistra Corp
SOLEShares150K
TypeSH
Market value$29.39M
11.20%
Sole
150K
Shared
0.00
None
0.00
Solaris Energy Infrastructure Inc
SOLEShares650K
TypeSH
Market value$25.98M
9.91%
Sole
650K
Shared
0.00
None
0.00
NRG Energy Inc
SOLEShares160K
TypeSH
Market value$25.91M
9.88%
Sole
160K
Shared
0.00
None
0.00
Argan Inc
SOLEShares95K
TypeSH
Market value$25.65M
9.78%
Sole
95K
Shared
0.00
None
0.00
First Solar Inc
SOLEShares100K
TypeSH
Market value$22.05M
8.41%
Sole
100K
Shared
0.00
None
0.00
Hut 8 Corp
SOLEShares550K
TypeSH
Market value$19.15M
7.30%
Sole
550K
Shared
0.00
None
0.00
Green Plains Inc
SOLEShares2M
TypeSH
Market value$17.58M
6.70%
Sole
2M
Shared
0.00
None
0.00
MP Materials Corp
SOLEShares220K
TypeSH
Market value$14.76M
5.63%
Sole
220K
Shared
0.00
None
0.00
Sunrun Inc
SOLEShares320K
TypeSH
Market value$5.53M
2.11%
Sole
320K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MasTec IncSOLE | COM | 181K | SH | $38.52M 14.69% | 181K | 0.00 | 0.00 |
Primoris Services CorpSOLE | COM | 275K | SH | $37.77M 14.40% | 275K | 0.00 | 0.00 |
Vistra CorpSOLE | COM | 150K | SH | $29.39M 11.20% | 150K | 0.00 | 0.00 |
Solaris Energy Infrastructure IncSOLE | COM CL A | 650K | SH | $25.98M 9.91% | 650K | 0.00 | 0.00 |
NRG Energy IncSOLE | COM NEW | 160K | SH | $25.91M 9.88% | 160K | 0.00 | 0.00 |
Argan IncSOLE | COM | 95K | SH | $25.65M 9.78% | 95K | 0.00 | 0.00 |
First Solar IncSOLE | COM | 100K | SH | $22.05M 8.41% | 100K | 0.00 | 0.00 |
Hut 8 CorpSOLE | COM | 550K | SH | $19.15M 7.30% | 550K | 0.00 | 0.00 |
Green Plains IncSOLE | COM | 2M | SH | $17.58M 6.70% | 2M | 0.00 | 0.00 |
MP Materials CorpSOLE | COM CL A | 220K | SH | $14.76M 5.63% | 220K | 0.00 | 0.00 |
Sunrun IncSOLE | COM | 320K | SH | $5.53M 2.11% | 320K | 0.00 | 0.00 |