Filed: 5/18/2026ACC: 0002018973-26-000004
📋 What this filing means
GOODLANDER INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $289.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$289.09M
Total AUM (reported)
7.90M
Total Shares
Allocation by class
COM$127.69M44.2%
COM SHS CL A$40.39M14.0%
COM CL A$32.33M11.2%
COM SHS$31.84M11.0%
SPONSORED ADR$27.26M9.4%
CL A$24.28M8.4%
ORD CL A$4.43M1.5%
Portfolio Concentration
Top 3$120.70M41.8%
4–10$163.08M56.4%
11–25$5.30M1.8%
Top 3 weight
41.8%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 7.90M
Sole
Full voting authority
7.90M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
MASTEC INC
SOLEShares145K
TypeSH
Market value$46.65M
16.14%
Sole
145K
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
SOLEShares1.38M
TypeSH
Market value$40.39M
13.97%
Sole
1.38M
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares2.25M
TypeSH
Market value$33.66M
11.64%
Sole
2.25M
Shared
0.00
None
0.00
MP MATERIALS CORP
SOLEShares670K
TypeSH
Market value$32.33M
11.19%
Sole
670K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares1.09M
TypeSH
Market value$31.84M
11.01%
Sole
1.09M
Shared
0.00
None
0.00
BP PLC
SOLEShares579.95K
TypeSH
Market value$27.26M
9.43%
Sole
579.95K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares400K
TypeSH
Market value$24.74M
8.56%
Sole
400K
Shared
0.00
None
0.00
LEGENCE CORP
SOLEShares430K
TypeSH
Market value$24.28M
8.40%
Sole
430K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares12K
TypeSH
Market value$16.55M
5.72%
Sole
12K
Shared
0.00
None
0.00
GREEN PLAINS INC
SOLEShares370K
TypeSH
Market value$6.09M
2.11%
Sole
370K
Shared
0.00
None
0.00
AMERICAN EXCEPTIONALISM ACQU
SOLEShares409.47K
TypeSH
Market value$4.43M
1.53%
Sole
409.47K
Shared
0.00
None
0.00
SCHMID GROUP N.V.
SOLEShares162.85K
TypeSH
Market value$863.1K
0.30%
Sole
162.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 145K | SH | $46.65M 16.14% | 145K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 1.38M | SH | $40.39M 13.97% | 1.38M | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 2.25M | SH | $33.66M 11.64% | 2.25M | 0.00 | 0.00 |
MP MATERIALS CORPSOLE | COM CL A | 670K | SH | $32.33M 11.19% | 670K | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 1.09M | SH | $31.84M 11.01% | 1.09M | 0.00 | 0.00 |
BP PLCSOLE | SPONSORED ADR | 579.95K | SH | $27.26M 9.43% | 579.95K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 400K | SH | $24.74M 8.56% | 400K | 0.00 | 0.00 |
LEGENCE CORPSOLE | CL A | 430K | SH | $24.28M 8.40% | 430K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 12K | SH | $16.55M 5.72% | 12K | 0.00 | 0.00 |
GREEN PLAINS INCSOLE | COM | 370K | SH | $6.09M 2.11% | 370K | 0.00 | 0.00 |
AMERICAN EXCEPTIONALISM ACQUSOLE | ORD CL A | 409.47K | SH | $4.43M 1.53% | 409.47K | 0.00 | 0.00 |
SCHMID GROUP N.V.SOLE | EURO SHS CL A | 162.85K | SH | $863.1K 0.30% | 162.85K | 0.00 | 0.00 |