Goodlander Investment Management, LLC
Goodlander Investment Management, LLC, managed by John Labanowski, reported 15 positions worth $331.27M in its 2026 Q2 13F filing: 8 new and 5 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +216.5% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +43.1% | +11.4% |
| 2025 Q3 | +27.9% | +7.6% |
| 2025 Q4 | +3.2% | +3.1% |
| 2026 Q1 | +27.2% | -5.8% |
| 2026 Q2 | +31.7% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| MTZ | MASTEC INC | $43.69M | 13.20% | -27.6% |
| FIX | COMFORT SYS USA INC | $41.62M | 12.60% | +75% |
| LGN | LEGENCE CORP | $33.24M | 10.00% | -9.3% |
| FLNC | FLUENCE ENERGY INC | $29.82M | 9.00% | NEW |
| GNRC | GENERAC HLDGS INC | $27.82M | 8.40% | NEW |
| DPC | DPC HOLDINGS PLC | $24.53M | 7.40% | NEW |
| CORZ | CORE SCIENTIFIC INC NEW | $24.31M | 7.30% | -57.8% |
| SEI | SOLARIS ENERGY INFRAS INC | $21.72M | 6.60% | NEW |
| FPS | FORGENT POWER SOLUTIONS INC | $18.43M | 5.60% | -76.1% |
| Q | QNITY ELECTRONICS INC | $14.70M | 4.40% | NEW |
| DAR | DARLING INGREDIENTS INC | $12.29M | 3.70% | -43.8% |
| NXT | NEXTPOWER INC | $11.91M | 3.60% | NEW |
| CLSK | CLEANSPARK INC | $11.22M | 3.40% | NEW |
| WULF | TERAWULF INC | $11.12M | 3.40% | NEW |
| AEXA | AMERICAN EXCEPTIONALISM ACQU | $4.85M | 1.50% | +0.3% |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.