Goodlander Investment Management, LLC: 13F Holdings & AI Insights

CIK: 0002018973

High-turnover traderContrarianQuality / disciplined sizing

Total reported value

$289.1M

Reporting period: 2026-03-31 · Number of holdings: 12

Goodlander Investment Management, LLC disclosed 12 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $289.1M and a quarterly turnover rate of 100.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "G"

Personality snowflake

Concentration: 44.4
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 0
Diversification: 24
Sizing Uniformity: 93.98

Sector classification currently covers about 63% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Add CORZ
+181.3%　$22.0M
Add CTRI
+98.2%　$18.0M
Trim GPRE
-72.8%　-$7.2M
Add MTZ
-14.7%　$9.7M
Sold out SEI
New buy FPS

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MTZ	Mastec INC	Stock-Industrials	16.14%	+2.03%	-14.71%
2	FPS	Forgent Power Solutions INC	Stock-Other	13.97%	+13.97%	NEW
3	CORZ	Core Scientific INC	Stock-Tech	11.64%	+7.19%	+181.25%
4	MP	Mp Materials CORP	Stock-Materials	11.19%	+11.18%	NEW
5	CTRI	Centuri Holdings INC	Stock-Other	11.01%	+5.71%	+98.18%
6	BP	Bp Plc-spons Adr	Stock-Energy	9.43%	+9.43%	NEW
7	DAR	Darling Ingredients INC	Stock-Consumer Staples	8.56%	+8.56%	NEW
8	LGN	Legence Corp-cl A	Stock-Other	8.40%	+8.40%	NEW
9	FIX	Comfort Systems USA INC	Stock-Industrials	5.72%	+5.72%	NEW
10	GPRE	Green Plains INC	Stock-Other	2.11%	-2.98%	-72.79%
11	✓	American Exceptionalism Acqu	Stock-Other	1.53%	+1.53%	NEW
12	✓	Schmid Group N.v.	Stock-Other	0.30%	+0.30%	NEW

Portfolio Performance

Performance for Q3 2026

-18.3%

Performance Last 4 Quarters

+61.1%

Based on 65% of reported portfolio value with available pricing

Stdev: +42%
Beta: +1.7
Alpha: +37.3%
Max Drawdown: -18.3%
Annualized Perf: +79.9%
Batting Avg vs S&P: +64.7%
Sortino: +4.2
Stutzer: +0.5
Treynor: +0.4
Sterling: +2.83
Calmar: +4.37
Information Ratio: +1.38
Tracking Error: +36.1%
Stdev Down: +16.2%
Winning Months %: +58.8%
Losing Months %: +41.2%
Best 12 Months: +188.5%
Worst 12 Months: +61.1%
Efficiency Ratio: +0.72
Sharpe: +1.62
Stdev Sectors: +7.7%
Skewness: +0.21
Kurtosis: -1.01
Upside Potential: +6.02

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	12	$289.1M	100	1MTZ 2FPS 3CORZ Top holdings2026-03-31 1.MTZ 2.FPS 3.CORZ 4.MP 5.CTRI 6.BP 7.DAR 8.LGN 9.FIX 10.GPRE
2025-12-31	11	$261.8M	100	1SEI 2MTZ 3EME Top holdings2025-12-31 1.SEI 2.MTZ 3.EME 4.LBRT 5.GEV 6.GM 7.CTRI 8.GPRE 9.CORZ 10.ARRY
2025-09-30	11	$262.3M	100	1MTZ 2PRIM 3VST Top holdings2025-09-30 1.MTZ 2.PRIM 3.VST 4.SEI 5.NRG 6.AGX 7.FSLR 8.HUT 9.GPRE 10.MP
2025-06-30	11	$243.6M	0	1CORZ 2MTZ 3NRG Top holdings2025-06-30 1.CORZ 2.MTZ 3.NRG 4.DAR 5.AGX 6.VST 7.SEI 8.GNRC 9.BE 10.VRT
2025-03-31	10	$117.2M	0	1MTZ 2GEV 3AGX Top holdings2025-03-31 1.MTZ 2.GEV 3.AGX 4.AR 5.EXE 6.NRG 7.TLN 8.DAR 9.NXT 10.ETR
2024-12-31	10	$135.9M	0	1MTZ 2VST 3NXT Top holdings2024-12-31 1.MTZ 2.VST 3.NXT 4.EXE 5.AR 6.VRT 7.GEV 8.PRIM 9.SHLS 10.MYRG

Holding changes this quarter

Goodlander Investment Management, LLC's most significant position changes for 2026-03-31: Sold out: Solaris Energy Infrastructur (SEI); New buy: Forgent Power Solutions INC (FPS); Sold out: Emcor Group INC (EME); Sold out: Liberty Energy INC (LBRT); New buy: Mp Materials CORP (MP).

Position changes disclosed by Goodlander Investment Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CORZ	Core Scientific INC	+7.2%	+181.25%	Add
2	CTRI	Centuri Holdings INC	+5.7%	+98.18%	Add
3	MTZ	Mastec INC	+2%	-14.71%	Trim
4	GPRE	Green Plains INC	-3%	-72.79%	Trim
5	SEI	Solaris Energy Infrastructur	—	EXIT	Sold out
6	FPS	Forgent Power Solutions INC	—	NEW	New buy
7	EME	Emcor Group INC	—	EXIT	Sold out
8	LBRT	Liberty Energy INC	—	EXIT	Sold out
9	MP	Mp Materials CORP	—	NEW	New buy
10	GEV	GE Vernova INC	—	EXIT	Sold out
11	BP	Bp Plc-spons Adr	—	NEW	New buy
12	DAR	Darling Ingredients INC	—	NEW	New buy
13	GM	General Motors Co	—	EXIT	Sold out
14	LGN	Legence Corp-cl A	—	NEW	New buy
15	FIX	Comfort Systems USA INC	—	NEW	New buy
16	ARRY	Array Technologies INC	—	EXIT	Sold out
17	FSLR	First Solar INC	—	EXIT	Sold out
18	✓	American Exceptionalism Acqu	—	NEW	New buy
19	✓	Schmid Group N.v.	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-18	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR

FAQ

What is Goodlander Investment Management, LLC and what type of investor is it?

Goodlander Investment Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $289.1M, spread across 12 disclosed positions.

What are Goodlander Investment Management, LLC's largest equity positions?

Based on the latest 13F filing, Goodlander Investment Management, LLC's top holdings by market value are: 1. Mastec INC (MTZ) — $46.7M (16.1%) 2. Forgent Power Solutions INC (FPS) — $40.4M (14.0%) 3. Core Scientific INC (CORZ) — $33.7M (11.6%) 4. Mp Materials CORP (MP) — $32.3M (11.2%) 5. Centuri Holdings INC (CTRI) — $31.8M (11.0%)

What changes did Goodlander Investment Management, LLC make in its most recent portfolio filing?

In the latest reported quarter, Goodlander Investment Management, LLC made 19 notable position adjustments: 8 new positions were initiated, 2 existing holdings were added to, 2 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Solaris Energy Infrastructur (SEI); New buy: Forgent Power Solutions INC (FPS); Sold out: Emcor Group INC (EME); Sold out: Liberty Energy INC (LBRT); New buy: Mp Materials CORP (MP)

What sectors does Goodlander Investment Management, LLC focus on?

Goodlander Investment Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 34.9% • Information Technology: 18.6% • Materials: 17.9% • Energy: 15.0% • Consumer Staples: 13.7%

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Sector conviction75.4

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CIK 0000921669

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View detail

Goodlander Investment Management, LLC: 13F Holdings & AI Insights

CIK: 0002018973

High-turnover traderContrarianQuality / disciplined sizing

Total reported value

$289.1M

Reporting period: 2026-03-31 · Number of holdings: 12

Goodlander Investment Management, LLC disclosed 12 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $289.1M and a quarterly turnover rate of 100.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "G"

Personality snowflake

Concentration: 44.4
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 0
Diversification: 24
Sizing Uniformity: 93.98

Recent moves

Add CORZ
+181.3%　$22.0M
Add CTRI
+98.2%　$18.0M
Trim GPRE
-72.8%　-$7.2M
Add MTZ
-14.7%　$9.7M
Sold out SEI
New buy FPS

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MTZ	Mastec INC	Stock-Industrials	16.14%	+2.03%	-14.71%
2	FPS	Forgent Power Solutions INC	Stock-Other	13.97%	+13.97%	NEW
3	CORZ	Core Scientific INC	Stock-Tech	11.64%	+7.19%	+181.25%
4	MP	Mp Materials CORP	Stock-Materials	11.19%	+11.18%	NEW
5	CTRI	Centuri Holdings INC	Stock-Other	11.01%	+5.71%	+98.18%
6	BP	Bp Plc-spons Adr	Stock-Energy	9.43%	+9.43%	NEW
7	DAR	Darling Ingredients INC	Stock-Consumer Staples	8.56%	+8.56%	NEW
8	LGN	Legence Corp-cl A	Stock-Other	8.40%	+8.40%	NEW
9	FIX	Comfort Systems USA INC	Stock-Industrials	5.72%	+5.72%	NEW
10	GPRE	Green Plains INC	Stock-Other	2.11%	-2.98%	-72.79%
11	✓	American Exceptionalism Acqu	Stock-Other	1.53%	+1.53%	NEW
12	✓	Schmid Group N.v.	Stock-Other	0.30%	+0.30%	NEW

Portfolio Performance

Performance for Q3 2026

-18.3%

Performance Last 4 Quarters

+61.1%

Based on 65% of reported portfolio value with available pricing

Stdev: +42%
Beta: +1.7
Alpha: +37.3%
Max Drawdown: -18.3%
Annualized Perf: +79.9%
Batting Avg vs S&P: +64.7%
Sortino: +4.2
Stutzer: +0.5
Treynor: +0.4
Sterling: +2.83
Calmar: +4.37
Information Ratio: +1.38
Tracking Error: +36.1%
Stdev Down: +16.2%
Winning Months %: +58.8%
Losing Months %: +41.2%
Best 12 Months: +188.5%
Worst 12 Months: +61.1%
Efficiency Ratio: +0.72
Sharpe: +1.62
Stdev Sectors: +7.7%
Skewness: +0.21
Kurtosis: -1.01
Upside Potential: +6.02

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	12	$289.1M	100	1MTZ 2FPS 3CORZ Top holdings2026-03-31 1.MTZ 2.FPS 3.CORZ 4.MP 5.CTRI 6.BP 7.DAR 8.LGN 9.FIX 10.GPRE
2025-12-31	11	$261.8M	100	1SEI 2MTZ 3EME Top holdings2025-12-31 1.SEI 2.MTZ 3.EME 4.LBRT 5.GEV 6.GM 7.CTRI 8.GPRE 9.CORZ 10.ARRY
2025-09-30	11	$262.3M	100	1MTZ 2PRIM 3VST Top holdings2025-09-30 1.MTZ 2.PRIM 3.VST 4.SEI 5.NRG 6.AGX 7.FSLR 8.HUT 9.GPRE 10.MP
2025-06-30	11	$243.6M	0	1CORZ 2MTZ 3NRG Top holdings2025-06-30 1.CORZ 2.MTZ 3.NRG 4.DAR 5.AGX 6.VST 7.SEI 8.GNRC 9.BE 10.VRT
2025-03-31	10	$117.2M	0	1MTZ 2GEV 3AGX Top holdings2025-03-31 1.MTZ 2.GEV 3.AGX 4.AR 5.EXE 6.NRG 7.TLN 8.DAR 9.NXT 10.ETR
2024-12-31	10	$135.9M	0	1MTZ 2VST 3NXT Top holdings2024-12-31 1.MTZ 2.VST 3.NXT 4.EXE 5.AR 6.VRT 7.GEV 8.PRIM 9.SHLS 10.MYRG

Holding changes this quarter

Position changes disclosed by Goodlander Investment Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CORZ	Core Scientific INC	+7.2%	+181.25%	Add
2	CTRI	Centuri Holdings INC	+5.7%	+98.18%	Add
3	MTZ	Mastec INC	+2%	-14.71%	Trim
4	GPRE	Green Plains INC	-3%	-72.79%	Trim
5	SEI	Solaris Energy Infrastructur	—	EXIT	Sold out
6	FPS	Forgent Power Solutions INC	—	NEW	New buy
7	EME	Emcor Group INC	—	EXIT	Sold out
8	LBRT	Liberty Energy INC	—	EXIT	Sold out
9	MP	Mp Materials CORP	—	NEW	New buy
10	GEV	GE Vernova INC	—	EXIT	Sold out
11	BP	Bp Plc-spons Adr	—	NEW	New buy
12	DAR	Darling Ingredients INC	—	NEW	New buy
13	GM	General Motors Co	—	EXIT	Sold out
14	LGN	Legence Corp-cl A	—	NEW	New buy
15	FIX	Comfort Systems USA INC	—	NEW	New buy
16	ARRY	Array Technologies INC	—	EXIT	Sold out
17	FSLR	First Solar INC	—	EXIT	Sold out
18	✓	American Exceptionalism Acqu	—	NEW	New buy
19	✓	Schmid Group N.v.	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-18	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR