13F-HR filed by Goodlander Investment Management, LLC
Goodlander Investment Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 15 holding rows worth $331,267,415.
- Accession
- 0002018973-26-000005
- Filer
- CIK 2018973
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 15 entries on the cover page, a total value of $331,267,415 stated on the cover page (in dollars after the unit check, H1), rows summing to $331,267,415 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 | 105,000 | $43,686,300 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 21,000 | $41,620,950 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 390,000 | $33,239,700 | dollars as filed | |
| FLUENCE ENERGY INC | 34379V103 | COM CL A | 1,500,000 | $29,820,000 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 95,000 | $27,816,950 | dollars as filed | |
| DPC HOLDINGS PLC | G2R11M108 | ORDINARY SHARES | 500,000 | $24,530,000 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 950,000 | $24,310,500 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 270,000 | $21,724,200 | dollars as filed | |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 330,000 | $18,433,800 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 90,000 | $14,697,900 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 225,000 | $12,289,500 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 100,000 | $11,914,000 | dollars as filed | |
| CLEANSPARK INC | 18452B209 | COM NEW | 770,841 | $11,215,737 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 450,000 | $11,115,000 | dollars as filed | |
| AMERICAN EXCEPTIONALISM ACQU | G0273J101 | ORD CL A | 410,565 | $4,852,878 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002018973-26-000005 | this filing | 2026-08-14 | acceptance time not in the bulk data set |