Goodlander Investment Management, LLC

Hedge Fund • Long/Short

Goodlander Investment Management, LLC is a Long/Short Hedge Fund based in Dallas, TX led by Charles Anthony Labanowski, reporting $324.1M in AUM as of Q3 2025 with 39% Industrials concentration and 98% concentrated in top 10 holdings.

FounderCharles Anthony Labanowski

Portfolio Value: $262.3M
Positions: 11
Top Holding: MTZ at 14.69%
Last Reported: Q3 2025

Address1722 Routh Street, Suite 900, Office 25, Dallas, TX, 75201, United States

Top Holdings

Largest long holdings in Goodlander Investment Management, LLC's portfolio (97.9% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 MasTec MTZ	Engineering & Construction Industrials	$38.5M	14.69%	-$4.0M Sold	0.23% 181.0K shares	Q4 2024 Held for 11 months
2 Primoris Services PRIM	Engineering & Construction Industrials	$37.8M	14.40%	+$37.8M Bought	0.51% 275.0K shares	Q3 2025 Held for 2 months
3 Vistra VST	Independent Power Producers Utilities	$29.4M	11.20%	+$3.5M Bought	0.04% 150.0K shares	Q4 2024 Held for 11 months
4 Solaris Energy Infrastructure SEI	Unknown Unknown	$26.0M	9.91%	-$2.0M Sold	1.46% 650.0K shares	Q2 2025 Held for 5 months
5 NRG Energy NRG	Independent Power Producers Utilities	$25.9M	9.88%	-$4.5M Sold	0.08% 160.0K shares	Q1 2025 Held for 8 months
6 Argan AGX	Engineering & Construction Industrials	$25.7M	9.78%	-$6.8M Sold	0.69% 95.0K shares	Q1 2025 Held for 8 months
7 First Solar FSLR	Solar Energy	$22.1M	8.41%	+$22.1M New	0.09% 100.0K shares	Q3 2025 Held for 2 months
8 Hut 8 Mining Corp. HUT	Financial - Capital Markets Financial Services	$19.1M	7.30%	+$19.1M New	0.52% 550.0K shares	Q3 2025 Held for 2 months
9 Green Plains GPRE	Chemicals - Specialty Basic Materials	$17.6M	6.70%	+$17.6M New	3.05% 2.0M shares	Q3 2025 Held for 2 months
10 MP Materials MP	Industrial Materials Basic Materials	$14.8M	5.63%	+$14.8M New	0.12% 220.0K shares	Q3 2025 Held for 2 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Goodlander Investment Management, LLC's latest filing

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GthenC

Market Value

$262.3M

Prior: $243.6M

Q/Q Change

+7.66%

+$18.7M

Net Flows % of MV

-16.1%

Turnover Ratio

46.73%

New Purchases

5 stocks

$79.1M

Added To

1 stocks

+$3.5M

Sold Out Of

6 stocks

$107.5M

Reduced Holdings

4 stocks

-$17.3M

Increased Positions

Position	Shares Δ	Change
1 First Solar FSLR	New	0 → 100.0K +$22.1M
2 Hut 8 Mining Corp. HUT	New	0 → 550.0K +$19.1M
3 Green Plains GPRE	New	0 → 2.0M +$17.6M
4 MP Materials MP	New	0 → 220.0K +$14.8M
5 Sunrun RUN	New	0 → 320.0K +$5.5M

Decreased Positions

Position	Shares Δ	Change
1 Core Scientific, Inc. CORZ	Sold	2.1M → 0 −$35.0M
2 Darling Ingredients Inc. DAR	Sold	750.0K → 0 −$28.5M
3 Generac Holdings GNRC	Sold	100.0K → 0 −$14.3M
4 Bloom Energy BE	Sold	500.0K → 0 −$12.0M
5 Vertiv Holdings Co VRT	Sold	70.0K → 0 −$9.0M