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GOODLANDER INVESTMENT MANAGEMENT, LLC 13F portfolio summary

GOODLANDER INVESTMENT MANAGEMENT, LLC of GOODLANDER INVESTMENT MANAGEMENT, LLC has 15 current stock holdings with a reported portfolio value of $331.3M. The portfolio 1 year return is +66.85%. Top holdings include MTZ (13.19%), FIX (12.56%), LGN (10.03%), FLNC (9.00%), GNRC (8.40%).

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GOODLANDER INVESTMENT MANAGEMENT, LLC

GOODLANDER INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-06-30

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%.

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Top 5 Holdings
MTZ13.2%
FIX12.6%
LGN10.0%
FLNC9.0%
GNRC8.4%
Top 5: 53.2%
Portfolio Returns
1 Year
+66.85%
#107/1000
3 Year
+115.41%
#188/1000
5 Year
+115.41%
#203/1000

Portfolio Value

$331.27M

Alpha Score

97.3

#173 of 1000

Holdings

15

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15 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter 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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