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Goodlander Investment Management - Q2 2026 13F Filings

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Goodlander Investment Management, LLC

CIK: 0002018973
Address: Texas Dallas 3333 Lee Parkway Suite 740
$331.27 M
Portfolio Value
15
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. FLNC Fluence Energy
+$29.82 M
2. GNRC Generac Holdings
+$27.82 M
3. Dpc Holdings PLC
+$24.53 M
4. SEI Solaris Energy Infrastructure
+$21.72 M
5. FIX Comfort Systems Usa
+$17.84 M

Top Sells

Q2 2026
1. FPS Forgent Power Solutions
−$58.65 M
2. CORZ Core Scientific
−$33.27 M
3. MP Mp Materials
−$32.33 M
4. CTRI Centuri Holdings
−$31.84 M
5. BP Bp PLC
−$27.26 M

Asset Allocation

Stocks/ETFs
+14.59%
$331.27 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Goodlander Investment Management Q2 2026 Filing Summary

Goodlander Investment Management, LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 331.27 M reflecting a +14.59% change from the prior quarter, spanning 15 assets. The top 10 holdings comprised 84.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 5 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Goodlander Investment Management’s Q2 2026 Filing

Goodlander Investment Management submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Goodlander Investment Management reported a managed portfolio value of 331.27 M, consisting of 15 individual positions.

This page displays the raw filing documents. To see which stocks Goodlander Investment Management bought or sold during Q2 2026, please visit Goodlander Investment Management's Portfolio Analysis page.