Goodlander Investment Management, LLC
data from 30/09/2025
Capitalization
$ 262.286 M
7.66 %
Performance
$ 57.001 M
38.06 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | MTZ | MasTec Inc | 14.69% | 38.519 M $ | 181000 | 2024/12/31 | 8.476 M $ | 24.87 % |
| 2025/09/30 | PRIM | Primoris Services Corp | 14.40% | 37.766 M $ | 275000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VST | Vistra Corp | 11.20% | 29.388 M $ | 150000 | 2024/12/31 | 278.745 K $ | 1.09 % |
| 2025/09/30 | SEI | Solaris Energy Infrastructure Inc | 9.91% | 25.981 M $ | 650000 | 2025/06/30 | 8.176 M $ | 41.29 % |
| 2025/09/30 | NRG | NRG Energy Inc | 9.88% | 25.912 M $ | 160000 | 2025/03/31 | 257.559 K $ | 0.85 % |
| 2025/09/30 | AGX | Argan Inc | 9.78% | 25.655 M $ | 95000 | 2025/03/31 | 5.948 M $ | 22.48 % |
| 2025/09/30 | FSLR | First Solar Inc | 8.41% | 22.053 M $ | 100000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | HUT | Hut 8 Corp | 7.30% | 19.146 M $ | 550000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GPRE | Green Plains Inc | 6.70% | 17.580 M $ | 2000000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MP | MP Materials Corp | 5.63% | 14.755 M $ | 220000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RUN | Sunrun Inc | 2.11% | 5.533 M $ | 320000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DAR | DARLING INGREDIENTS INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | GNRC | GENERAC HLDGS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CORZ | CORE SCIENTIFIC INC NEW | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VRT | VERTIV HOLDINGS CO | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | WULF | TERAWULF INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BE | BLOOM ENERGY CORP | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |