Investor Details
| Filer Name: | GOODLANDER INVESTMENT MANAGEMENT, LLC |
|---|---|
| CIK: | 2018973 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 10 |
| Portfolio Value: | $0.14B |
Goodlander Investment Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MTZ | US | MASTEC INC | 170,000 | $23M | 17.03% | - | - |
| VST | US | VISTRA CORP | 140,000 | $19M | 14.21% | - | - |
| NXT | US | NEXTRACKER INC-CL A | 520,000 | $19M | 13.98% | - | - |
| EXE | US | EXPAND ENERGY CORP | 160,000 | $16M | 11.72% | - | - |
| AR | US | ANTERO RESOURCES CORP | 400,000 | $14M | 10.32% | - | - |
| VRT | US | VERTIV HOLDINGS CO-A | 120,000 | $14M | 10.03% | - | - |
| GEV | US | GE VERNOVA INC | 35,000 | $12M | 8.47% | - | - |
| PRIM | US | PRIMORIS SERVICES CORP | 125,000 | $10M | 7.03% | - | - |
| SHLS | US | SHOALS TECHNOLOGIES GROUP -A | 1,500,000 | $8M | 6.11% | - | - |
| MYRG | US | MYR GROUP INC/DELAWARE | 10,000 | $1M | 1.09% | - | - |