Q1 2025 · 13F-HR
Goodlander Investment Management, LLCholdings as filed
Filed 2025-05-15 · accession 0002018973-25-000006
$117.2M
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 576323109 | MTZ | MASTEC INC | $22.8M | 19.4% | 195,135 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $19.5M | 16.7% | 64,000 | Common | SOLE |
| 04010E109 | AGX | ARGAN INC | $18.4M | 15.7% | 140,000 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $13.7M | 11.7% | 340,000 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION | $10.0M | 8.55% | 90,000 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $9.5M | 8.14% | 100,000 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $8.0M | 6.81% | 40,000 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $7.2M | 6.13% | 230,000 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $4.2M | 3.59% | 100,000 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $3.8M | 3.28% | 45,000 | 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.