Skip to content
Disclosery

Goodlander Investment Management, LLC

Follow

13F filer, CIK 2018973, DALLAS, TX

Goodlander Investment Management, LLC reported $117,223,376 across 10 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002018973-25-000006

Period
2025-03-31
Reported value
$117M
Holdings
10
Top 10 weight
100%
New
5
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AGXnew+140,000$18.4M
NRGnew+100,000$9.55M
GEVadded+29,000$8.85M
TLNnew+40,000$7.99M
DARnew+230,000$7.19M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VSTexited-140,000-$19.3M
NXTreduced-420,000-$17.7M
VRTexited-120,000-$13.6M
PRIMexited-125,000-$9.55M
SHLSexited-1,500,000-$8.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0002018973-25-000006, largest first. % of portfolio is the value over $117,223,376, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 170,000 shares; 2025Q1: 195,135 shares 195,135$22.8M19.43%+25,135Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: 64,000 shares 64,000$19.5M16.67%+29,000Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 140,000 shares 140,000$18.4M15.67%newTimeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400,000 shares; 2025Q1: 340,000 shares 340,000$13.7M11.73%-60,000Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160,000 shares; 2025Q1: 90,000 shares 90,000$10M8.55%-70,000Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100,000 shares 100,000$9.55M8.14%newTimeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 40,000 shares 40,000$7.99M6.81%newTimeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 230,000 shares 230,000$7.19M6.13%newTimeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 520,000 shares; 2025Q1: 100,000 shares 100,000$4.21M3.59%-420,000Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 45,000 shares 45,000$3.85M3.28%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VSTVISTRA CORP140,000$19.3Mshares
VRTVERTIV HOLDINGS CO120,000$13.6Mshares
PRIMPRIMORIS SVCS CORP125,000$9.55Mshares
SHLSSHOALS TECHNOLOGIES GROUP IN1,500,000$8.29Mshares
MYRGMYR GROUP INC10,000$1.49Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002018973-25-000006 base2025-05-15acceptance time not in the bulk data set