Goodlander Investment Management, LLC - Portfolio Stock Holdings

Goodlander Investment Management, LLC disclosed 19 stock positions in a recent SEC 13F filing. $289,085,244 of stock holdings were filed, with the largest holdings including MTZ, FPS, and CORZ. This filing represented positions held on March 31, 2026, and was filed on May 15, 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.