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Goodlander Investment Management, LLC

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13F filer, CIK 2018973, DALLAS, TX

Goodlander Investment Management, LLC reported $261,825,250 across 11 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002018973-26-000002

Period
2025-12-31
Reported value
$262M
Holdings
11
Top 10 weight
98%
New
7
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EMEnew+60,000$36.7M
LBRTnew+1,950,000$36M
GEVnew+45,000$29.4M
GMnew+300,000$24.4M
SEIadded+310,000$14.3M

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
PRIMexited-275,000-$37.8M
VSTexited-150,000-$29.4M
NRGexited-160,000-$25.9M
AGXexited-95,000-$25.7M
FSLRreduced-80,000-$20.9M

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, Q4 2025

Share positions as resolved from 13F-HR 0002018973-26-000002, largest first. % of portfolio is the value over $261,825,250, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700,000 shares; 2025Q3: 650,000 shares; 2025Q4: 960,000 shares 960,000$44.1M16.86%+310,000Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 170,000 shares; 2025Q1: 195,135 shares; 2025Q2: 200,000 shares; 2025Q3: 181,000 shares; 2025Q4: 170,000 shares 170,000$37M14.11%-11,000Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,000 shares 60,000$36.7M14.02%newTimeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,950,000 shares 1,950,000$36M13.75%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: 64,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares 45,000$29.4M11.23%newTimeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares 300,000$24.4M9.32%newTimeline
CTRICENTURI HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550,000 shares 550,000$13.9M5.3%newTimeline
GPREGREEN PLAINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000,000 shares; 2025Q4: 1,360,000 shares 1,360,000$13.3M5.09%-640,000Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,050,000 shares; 2025Q3: not reported; 2025Q4: 800,000 shares 800,000$11.6M4.45%newTimeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100,000 shares 1,100,000$10.1M3.87%newTimeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 20,000 shares 20,000$5.22M2%-80,000Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
PRIMPRIMORIS SVCS CORP275,000$37.8Mshares
VSTVISTRA CORP150,000$29.4Mshares
NRGNRG ENERGY INC160,000$25.9Mshares
AGXARGAN INC95,000$25.7Mshares
HUTHUT 8 CORP550,000$19.1Mshares
MPMP MATERIALS CORP220,000$14.8Mshares
RUNSUNRUN INC320,000$5.53Mshares

How Q4 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 0002018973-26-000002 base2026-02-17acceptance time not in the bulk data set