Goodlander Investment Management, LLC
DALLAS TX · SEC CIK 0002018973
$3.31亿2026Q2 申报市值
15持仓数
84.5%前十大占比 · 第一大 13.2%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FLNC 新建仓+$2,982.00万
GNRC 新建仓+$2,781.70万
DPC 新建仓+$2,453.00万
FIX 加仓+$1,783.76万
Q 新建仓+$1,469.79万
2026Q2 卖出最多 按季末市值估算
FPS 减仓-$5,865.30万
SEI 重新持有-$5,551.74万
CORZ 减仓-$3,326.70万
MP 清仓-$3,233.42万
CTRI 清仓-$3,183.89万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | $4,368.63万 | 13.19% | 105,000 | -40,000 | -27.6% | -$1,664.24万 | 减仓 |
| FIX | COMFORT SYS USA INC | $4,162.10万 | 12.56% | 21,000 | 9,000 | 75.0% | $1,783.76万 | 加仓 |
| LGN | LEGENCE CORP | $3,323.97万 | 10.03% | 390,000 | -40,000 | -9.3% | -$340.92万 | 减仓 |
| FLNC | FLUENCE ENERGY INC | $2,982.00万 | 9.00% | 1,500,000 | 1,500,000 | — | $2,982.00万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $2,781.70万 | 8.40% | 95,000 | 95,000 | — | $2,781.70万 | 新建仓 |
| DPC | DPC HOLDINGS PLC | $2,453.00万 | 7.40% | 500,000 | 500,000 | — | $2,453.00万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $2,431.05万 | 7.34% | 950,000 | -1,300,000 | -57.8% | -$3,326.70万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $2,172.42万 | 6.56% | 270,000 | -690,000 | -71.9% | -$5,551.74万 | 重新持有 |
| FPS | FORGENT POWER SOLUTIONS INC | $1,843.38万 | 5.56% | 330,000 | -1,050,000 | -76.1% | -$5,865.30万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $1,469.79万 | 4.44% | 90,000 | 90,000 | — | $1,469.79万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $1,228.95万 | 3.71% | 225,000 | -175,000 | -43.8% | -$955.85万 | 减仓 |
| NXT | NEXTPOWER INC | $1,191.40万 | 3.60% | 100,000 | 100,000 | — | $1,191.40万 | 新建仓 |
| CLSK | CLEANSPARK INC | $1,121.57万 | 3.39% | 770,841 | 770,841 | — | $1,121.57万 | 新建仓 |
| WULF | TERAWULF INC | $1,111.50万 | 3.36% | 450,000 | 450,000 | — | $1,111.50万 | 新建仓 |
| AEXA | AMERICAN EXCEPTIONALISM ACQU | $485.29万 | 1.46% | 410,565 | 1,096 | 0.3% | $1.30万 | 加仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -670,000 | -100.0% | -$3,233.42万 | 清仓 |
| CTRI | CENTURI HOLDINGS INC | $0 | 0.00% | 0 | -1,090,000 | -100.0% | -$3,183.89万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -579,945 | -100.0% | -$2,725.74万 | 清仓 |
| GPRE | GREEN PLAINS INC | $0 | 0.00% | 0 | -370,000 | -100.0% | -$608.65万 | 清仓 |
| — | SCHMID GROUP N.V. | $0 | 0.00% | 0 | -162,849 | -100.0% | -$86.31万 | 清仓 |