Q4 2024 · 13F-HR
Goodlander Investment Management, LLCholdings as filed
Filed 2025-02-14 · accession 0002018973-25-000003
$135.9M
Reported value
10
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 576323109 | MTZ | MASTEC INC | $23.1M | 17.0% | 170,000 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $19.3M | 14.2% | 140,000 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $19.0M | 14.0% | 520,000 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION | $15.9M | 11.7% | 160,000 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $14.0M | 10.3% | 400,000 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $13.6M | 10.0% | 120,000 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $11.5M | 8.47% | 35,000 | Common | SOLE |
| 74164F103 | PRIM | PRIMORIS SVCS CORP | $9.6M | 7.03% | 125,000 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $8.3M | 6.11% | 1,500,000 | Common | SOLE |
| 55405W104 | MYRG | MYR GROUP INC DEL | $1.5M | 1.09% | 10,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.