account_balance
Investment manager · 13F filer · SEC CIK 2018973
Goodlander Investment Management, LLC
Reported value$246Mas of Sep 30, 2026
Positions12 7 new, 10 sold out
Top 10 weight92.9%SEI alone is 18%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 12 stocks.
SEISolaris Energy Infrastructure, Inc.
18.0%Added +130%
EMEEmcor Group, Inc.
13.7%New
FPSForgent Power Solutions, Inc.
12.6%Added +152%
TLNTalen Energy Corp
9.5%New
AESIAtlas Energy Solutions Inc.
9.3%New
MTZMasTec Inc
7.4%Trimmed −19%
DARDarling Ingredients Inc.
7.3%Added +32%
TDWTidewater Inc
6.9%New
CLMTCalumet, Inc.
4.3%New
TET1 Energy Inc.
3.9%
AEXAAmerican Exceptionalism Acquisition Corp. A
3.7%+97%
XPROExpro Ltd
3.5%
SEISolaris Energy Infrastructure, Inc.
18.0%Added +130%
EMEEmcor Group, Inc.
13.7%New
FPSForgent Power Solutions, Inc.
12.6%
TLNTalen Energy Corp
9.5%
AESIAtlas Energy Solutions Inc.
9.3%New
MTZMasTec Inc
7.4%
DARDarling Ingredients Inc.
7.3%
TDWTidewater Inc
6.9%
CLMTTEAEXAXPROBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SEI Solaris Energy Infrastructure, Inc. 18.0% Added +130%EME Emcor Group, Inc. 13.7% NewFPS Forgent Power Solutions, Inc. 12.6% Added +152%TLN Talen Energy Corp 9.5% NewAESI Atlas Energy Solutions Inc. 9.3% NewMTZ MasTec Inc 7.4% Trimmed −19%DAR Darling Ingredients Inc. 7.3% Added +32%TDW Tidewater Inc 6.9% NewCLMT Calumet, Inc. 4.3% NewTE T1 Energy Inc. 3.9% NewAEXA American Exceptionalism Acquisition Corp. A 3.7% Added +97%XPRO Expro Ltd 3.5% New
What changed
Biggest moves since Jun 30, 2026
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