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Goodlander Investment Management, LLC

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13F filer, CIK 2018973, DALLAS, TX

Goodlander Investment Management, LLC reported $289,085,244 across 12 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-18. Its ten largest share positions make up 98.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002018973-26-000004

Period
2026-03-31
Reported value
$289M
Holdings
12
Top 10 weight
98.17%
New
8
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FPSnew+1,380,000$40.4M
MPnew+670,000$32.3M
BPnew+579,945$27.3M
DARnew+400,000$24.7M
LGNnew+430,000$24.3M

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
SEIexited-960,000-$44.1M
EMEexited-60,000-$36.7M
LBRTexited-1,950,000-$36M
GEVexited-45,000-$29.4M
GMexited-300,000-$24.4M

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 2026

Share positions as resolved from 13F-HR 0002018973-26-000004, largest first. % of portfolio is the value over $289,085,244, 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; 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; 2026Q1: 145,000 shares 145,000$46.7M16.14%-25,000Timeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,380,000 shares 1,380,000$40.4M13.97%newTimeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,050,000 shares; 2025Q3: not reported; 2025Q4: 800,000 shares; 2026Q1: 2,250,000 shares 2,250,000$33.7M11.64%+1,450,000Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220,000 shares; 2025Q4: not reported; 2026Q1: 670,000 shares 670,000$32.3M11.19%newTimeline
CTRICENTURI HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550,000 shares; 2026Q1: 1,090,000 shares 1,090,000$31.8M11.01%+540,000Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 579,945 shares 579,945$27.3M9.43%newTimeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 230,000 shares; 2025Q2: 750,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400,000 shares 400,000$24.7M8.56%newTimeline
LGNLEGENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430,000 shares 430,000$24.3M8.4%newTimeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000$16.5M5.72%newTimeline
GPREGREEN PLAINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000,000 shares; 2025Q4: 1,360,000 shares; 2026Q1: 370,000 shares 370,000$6.09M2.11%-990,000Timeline
AEXAAMERICAN EXCEPTIONALISM ACQUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409,469 shares 409,469$4.43M1.53%newTimeline
SHMDSCHMID GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,849 shares 162,849$863K0.3%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SEISOLARIS ENERGY INFRAS INC960,000$44.1Mshares
EMEEMCOR GROUP INC60,000$36.7Mshares
LBRTLIBERTY ENERGY INC1,950,000$36Mshares
GEVGE VERNOVA INC45,000$29.4Mshares
GMGENERAL MTRS CO300,000$24.4Mshares
ARRYARRAY TECHNOLOGIES INC1,100,000$10.1Mshares
FSLRFIRST SOLAR INC20,000$5.22Mshares

How Q1 2026 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 0002018973-26-000004 base2026-05-18acceptance time not in the bulk data set