The Analysis of Goodlander Investment Management, LLC's Holdings


Currently, Goodlander Investment Management, LLC holds 11 types of securities in its portfolio with a total value $262.3M. In the most recent quarter, they have increased their positions in PRIM (+275.0K shares, valued at $37.8M), FSLR (+100.0K shares, valued at $22.1M), HUT (+550.0K shares, valued at $19.1M); decreased their positions in AGX (-25.0K shares, valued at $6.8M), NRG (-28.0K shares, valued at $4.5M), MTZ (-19.0K shares, valued at $4.0M); initiated new positions in PRIM (+275.0K shares, valued at $37.8M), FSLR (+100.0K shares, valued at $22.1M), HUT (+550.0K shares, valued at $19.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MTZ MasTec Inc181.0K shares-9.50%2025-09-302025-11-14history
PRIM Primoris Services Corp275.0K sharesnew addition2025-09-302025-11-14history
VST Vistra Corp150.0K shares13.54%2025-09-302025-11-14history
SEI Solaris Energy Infrastructure Inc650.0K shares-7.14%2025-09-302025-11-14history
NRG NRG Energy Inc160.0K shares-14.89%2025-09-302025-11-14history
AGX Argan Inc95.0K shares-20.83%2025-09-302025-11-14history
FSLR First Solar Inc100.0K sharesnew addition2025-09-302025-11-14history
HUT Hut 8 Corp550.0K sharesnew addition2025-09-302025-11-14history
Sponsored
GPRE Green Plains Inc2.0M sharesnew addition2025-09-302025-11-14history
MP MP Materials Corp220.0K sharesnew addition2025-09-302025-11-14history
RUN Sunrun Inc320.0K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available