13F-HR filed by Goodlander Investment Management, LLC
Goodlander Investment Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 11 holding rows worth $261,825,250.
- Accession
- 0002018973-26-000002
- Filer
- CIK 2018973
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 11 entries on the cover page, a total value of $261,825,250 stated on the cover page (in dollars after the unit check, H1), rows summing to $261,825,250 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 |
|---|---|---|---|---|---|---|
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 960,000 | $44,131,200 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 170,000 | $36,952,900 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 60,000 | $36,707,400 | dollars as filed | |
| LIBERTY ENERGY INC | 53115L104 | COM CL A | 1,950,000 | $35,997,000 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 45,000 | $29,410,650 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 300,000 | $24,396,000 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 550,000 | $13,887,500 | dollars as filed | |
| GREEN PLAINS INC | 393222104 | COM | 1,360,000 | $13,328,000 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 800,000 | $11,648,000 | dollars as filed | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 1,100,000 | $10,142,000 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 20,000 | $5,224,600 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002018973-26-000002 | this filing | 2026-02-17 | acceptance time not in the bulk data set |