GOODLANDER INVESTMENT MANAGEMENT, LLC
GOODLANDER INVESTMENT MANAGEMENT, LLC runs GOODLANDER INVESTMENT MANAGEMENT, LLC and currently holds 15 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $331.27M. Their top holdings are MTZ, FIX, LGN, FLNC, GNRC. The top five represent 53.2% of reported portfolio weight. GOODLANDER INVESTMENT MANAGEMENT, LLC ranks #173 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GOODLANDER INVESTMENT MANAGEMENT, LLC initiated 6 new positions. They added to 2 existing positions. They trimmed 5 positions. Their current best-performing preview position is FPS with returns of +90.84%.
15 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
MTZ MASTEC INC | 13.19% | $134.53 | $266.35 | +97.99% | Trimmed -27.59% |
FIX COMFORT SYS USA INC | 12.56% | $1,637.40 | $1,655.19 | +1.09% | Added +75.00% |
LGN LEGENCE CORP | 10.03% | $56.46 | $59.37 | +5.15% | Trimmed -9.30% |
FLNC FLUENCE ENERGY INC | 9.00% | $19.88 | $11.34 | -42.96% | New Buy |
GNRC GENERAC HLDGS INC | 8.40% | $292.81 | $206.01 | -29.64% | New Buy |
CORZ CORE SCIENTIFIC INC NEW | 7.34% | $14.82 | $17.81 | +20.18% | Trimmed -57.78% |
SEI SOLARIS ENERGY INFRAS INC | 6.56% | $80.46 | $53.32 | -33.73% | Added +100.00% |
FPS FORGENT POWER SOLUTIONS INC | 5.56% | $29.27 | $33.19 | +13.39% | Trimmed -76.09% |
Q QNITY ELECTRONICS INC | 4.44% | $163.31 | $128.83 | -21.11% | New Buy |
DAR DARLING INGREDIENTS INC | 3.71% | $61.85 | $65.74 | +6.28% | Trimmed -43.75% |
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