13F-HR filed by Goodlander Investment Management, LLC
Goodlander Investment Management, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-18, with 12 holding rows worth $289,085,244.
- Accession
- 0002018973-26-000004
- Filer
- CIK 2018973
- Filed
- 2026-05-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 12 entries on the cover page, a total value of $289,085,244 stated on the cover page (in dollars after the unit check, H1), rows summing to $289,085,244 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 | 145,000 | $46,652,300 | dollars as filed | |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 1,380,000 | $40,392,600 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 2,250,000 | $33,660,000 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 670,000 | $32,334,200 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 1,090,000 | $31,838,900 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 579,945 | $27,257,415 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 400,000 | $24,740,000 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 430,000 | $24,277,800 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 12,000 | $16,547,880 | dollars as filed | |
| GREEN PLAINS INC | 393222104 | COM | 370,000 | $6,086,500 | dollars as filed | |
| AMERICAN EXCEPTIONALISM ACQU | G0273J101 | ORD CL A | 409,469 | $4,434,549 | dollars as filed | |
| SCHMID GROUP N.V. | N68722102 | EURO SHS CL A | 162,849 | $863,100 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002018973-26-000004 | this filing | 2026-05-18 | acceptance time not in the bulk data set |