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Goodlander Investment Management, LLC - Portfolio Stock Holdings

Goodlander Investment Management, LLC disclosed 20 stock positions in a recent SEC 13F filing. $331,267,415 of stock holdings were filed, with the largest holdings including MTZ, FIX, and LGN. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $660,452,521 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

20

Est. Stock Holding Value:

$331,267,415

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Goodlander Investment Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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