Goodlander Investment Management
Goodlander Investment Management reported 15 stocks worth $331M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MTZ (13.2%), FIX (12.6%) and LGN (10.0%). Compared with Q1 2026, the fund opened new positions in FLNC, GNRC and DPC, added to FIX and AEXA, trimmed MTZ, LGN and CORZ and sold out of MP, CTRI and BP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MTZ Mastec Inc | $43.7M | 13.2% | 105K | −40K (−28%) | 7 of 7 | |
| 2 |  FIX Comfort Sys USA Inc | $41.6M | 12.6% | 21K | +9,000 (+75%) | 2 of 7 | |
| 3 |  LGN Legence Corp | $33.2M | 10.0% | 390K | −40K (−9%) | 2 of 7 | |
| 4 |  FLNC Fluence Energy Inc | $29.8M | 9.0% | 1.5M | New position | 1 of 7 | |
| 5 |  GNRC Generac Hldgs Inc | $27.8M | 8.4% | 95K | New position | 2 of 7 | |
| 6 |  DPC Dpc Holdings PLC | $24.5M | 7.4% | 500K | New position | 1 of 7 | |
| 7 |  CORZ Core Scientific Inc New | $24.3M | 7.3% | 950K | −1.3M (−58%) | 4 of 7 | |
| 8 |  SEI Solaris Energy Infras Inc | $21.7M | 6.6% | 270K | New position | 4 of 7 | |
| 9 |  FPS Forgent Power Solutions Inc | $18.4M | 5.6% | 330K | −1.1M (−76%) | 2 of 7 | |
| 10 |  Q Qnity Electronics Inc | $14.7M | 4.4% | 90K | New position | 1 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Goodlander Investment Management 13F FAQ
What does Goodlander Investment Management own?
Goodlander Investment Management reported 15 stocks worth $331M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MTZ (13.2%), FIX (12.6%) and LGN (10.0%). The table above lists every position in the filing (the top 10 without an account).
What did Goodlander Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 2 added to, 5 trimmed and 5 sold out. New positions include FLNC, GNRC and DPC. It sold all of MP, CTRI and BP.
When will Goodlander Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Goodlander Investment Management's portfolio worth?
The Q2 2026 filing reports $331M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.