Goodlander Investment Management, LLC holds a concentrated book of 12 stocks worth $289.1M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened FORGENT POWER SOLUTIONS INC and trimmed MASTEC INC. Their largest long position is MASTEC INC at 16% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2018973/holdings"
Use Arkolith to show Goodlander Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mastec Inc COM | $46.7M | 145.0K | 16.1% | ▼−15% Reduced · −25K sh | |
| 2 | Forgent Power Solutions Inc COM SHS CL A | $40.4M | 1.38M | 14.0% | ▲New New position | |
| 3 | Core Scientific Inc New COM | $33.7M | 2.25M | 11.6% | ▲+181% Added · +1.4M sh | |
| 4 | MP Materials Corp COM CL A | $32.3M | 670.0K | 11.2% | ▲Added Added · +670K sh | |
| 5 | Centuri Holdings Inc COM SHS | $31.8M | 1.09M | 11.0% | ▲+98% Added · +540K sh | |
| 6 | BP PLC SPONSORED ADR | $27.3M | 579.9K | 9.4% | ▲New New position | |
| 7 | Darling Ingredients Inc COM | $24.7M | 400.0K | 8.6% | ▲New New position | |
| 8 | Legence Corp CL A | $24.3M | 430.0K | 8.4% | ▲New New position | |
| 9 | Comfort Sys USA Inc COM | $16.5M | 12.0K | 5.7% | ▲New New position | |
| 10 | Green Plains Inc COM | $6.1M | 370.0K | 2.1% | ▼−73% Reduced · −990K sh | |
| 11 | American Exceptionalism Acqu ORD CL A | $4.4M | 409.5K | 1.5% | ▲New New position | |
| 12 | Schmid Group N.V. EURO SHS CL A | $863K | 162.8K | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 12 | $289.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 11 | $261.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 11 | $262.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 11 | $243.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 10 | $117.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 10 | $135.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.