Goodlander Investment Management, LLC Portfolio Holdings

Goodlander Investment Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $262 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $38.5B, Primoris Services Corp with a value of $37.8B, Vistra Corp. with a value of $29.4B, Solaris Oilfield Infrastructure, Inc. with a value of $26B, and Nrg Energy, Inc. with a value of $25.9B.

Examining the 13F form we can see an increase of $18.7B in the current position value, from $244B to 262B.

Goodlander Investment Management, LLC is based out at Dallas, TX

Below you can find more details about Goodlander Investment Management, LLC portfolio as well as his latest detailed transactions.