Goodlander Investment Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Goodlander Investment Management, LLC held in its portfolio 11 assets valued at $261,825,250 (i.e. $261.83M).

The most valuable assets in the portfolio included: SOLARIS ENERGY INFRAS INC ($44.13M), MASTEC INC ($36.95M), and EMCOR GROUP INC ($36.71M).

The chart below shows the top 10 valuable assets, and the table below shows the top 11 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Goodlander Investment Management, LLC Portfolio

SOLARIS ENERGY INFRAS INC

MASTEC INC

EMCOR GROUP INC

LIBERTY ENERGY INC

GE VERNOVA INC

GENERAL MTRS CO

CENTURI HOLDINGS INC

GREEN PLAINS INC

CORE SCIENTIFIC INC NEW

ARRAY TECHNOLOGIES INC

Goodlander Investment Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SOLARIS ENERGY INFRAS INC	960000	44131200	COM CL A
MASTEC INC	170000	36952900	COM
EMCOR GROUP INC	60000	36707400	COM
LIBERTY ENERGY INC	1950000	35997000	COM CL A
GE VERNOVA INC	45000	29410650	COM
GENERAL MTRS CO	300000	24396000	COM
CENTURI HOLDINGS INC	550000	13887500	COM SHS
GREEN PLAINS INC	1360000	13328000	COM
CORE SCIENTIFIC INC NEW	800000	11648000	COM
ARRAY TECHNOLOGIES INC	1100000	10142000	COM SHS
FIRST SOLAR INC	20000	5224600	COM