13F-HR filed by Goodlander Investment Management, LLC
Goodlander Investment Management, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 11 holding rows worth $262,286,310.
- Accession
- 0002018973-25-000012
- Filer
- CIK 2018973
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 11 entries on the cover page, a total value of $262,286,310 stated on the cover page (in dollars after the unit check, H1), rows summing to $262,286,310 with VALUE read as dollars as filed, 13F file number 028-25240. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MASTEC INC COM | 576323109 | Stock | 181,000 | $38,518,610 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 275,000 | $37,765,750 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 150,000 | $29,388,000 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 650,000 | $25,980,500 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 160,000 | $25,912,000 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 95,000 | $25,654,750 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 100,000 | $22,053,000 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 550,000 | $19,145,500 | dollars as filed | |
| GREEN PLAINS INC | 393222104 | COM | 2,000,000 | $17,580,000 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 220,000 | $14,755,400 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 320,000 | $5,532,800 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002018973-25-000012 | this filing | 2025-11-14 | acceptance time not in the bulk data set |