Filed: 2/17/2026ACC: 0002018973-26-000002
📋 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 $261.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$261.83M
Total AUM (reported)
7.32M
Total Shares
Allocation by class
COM$157.67M60.2%
COM CL A$80.13M30.6%
COM SHS$24.03M9.2%
Portfolio Concentration
Top 3$117.79M45.0%
4–10$138.81M53.0%
11–25$5.22M2.0%
Top 3 weight
45.0%
Top 10 weight
98.0%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
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 typeNone · 0.0% of voting shares
Institutional Holdings11
Rows:
SOLARIS ENERGY INFRAS INC
SOLEShares960K
TypeSH
Market value$44.13M
16.86%
Sole
0.00
Shared
0.00
None
0.00
MASTEC INC
SOLEShares170K
TypeSH
Market value$36.95M
14.11%
Sole
0.00
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares60K
TypeSH
Market value$36.71M
14.02%
Sole
0.00
Shared
0.00
None
0.00
LIBERTY ENERGY INC
SOLEShares1.95M
TypeSH
Market value$36.00M
13.75%
Sole
0.00
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares45K
TypeSH
Market value$29.41M
11.23%
Sole
0.00
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares300K
TypeSH
Market value$24.40M
9.32%
Sole
0.00
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares550K
TypeSH
Market value$13.89M
5.30%
Sole
0.00
Shared
0.00
None
0.00
GREEN PLAINS INC
SOLEShares1.36M
TypeSH
Market value$13.33M
5.09%
Sole
0.00
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares800K
TypeSH
Market value$11.65M
4.45%
Sole
0.00
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares1.10M
TypeSH
Market value$10.14M
3.87%
Sole
0.00
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares20K
TypeSH
Market value$5.22M
2.00%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 960K | SH | $44.13M 16.86% | 0.00 | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 170K | SH | $36.95M 14.11% | 0.00 | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 60K | SH | $36.71M 14.02% | 0.00 | 0.00 | 0.00 |
LIBERTY ENERGY INCSOLE | COM CL A | 1.95M | SH | $36.00M 13.75% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 45K | SH | $29.41M 11.23% | 0.00 | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 300K | SH | $24.40M 9.32% | 0.00 | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 550K | SH | $13.89M 5.30% | 0.00 | 0.00 | 0.00 |
GREEN PLAINS INCSOLE | COM | 1.36M | SH | $13.33M 5.09% | 0.00 | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 800K | SH | $11.65M 4.45% | 0.00 | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 1.10M | SH | $10.14M 3.87% | 0.00 | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 20K | SH | $5.22M 2.00% | 0.00 | 0.00 | 0.00 |