Goodlander Investment Management, LLC
DALLAS TX · SEC CIK 0002018973
$2.89亿2026Q1 申报市值
12持仓数
98.2%前十大占比 · 第一大 16.1%
7 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FPS 新建仓+$4,039.26万
BP 新建仓+$2,725.74万
DAR 新建仓+$2,474.00万
LGN 新建仓+$2,427.78万
MP 重新持有+$2,171.70万
2026Q1 卖出最多 按季末市值估算
EME 清仓-$3,670.74万
LBRT 清仓-$3,599.70万
GEV 清仓-$2,941.07万
GM 清仓-$2,439.60万
GPRE 减仓-$1,628.55万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SEI | SOLARIS ENERGY INFRAS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -60,000 | -100.0% | -$3,670.74万 | 清仓 |
| LBRT | LIBERTY ENERGY INC | $0 | 0.00% | 0 | -1,950,000 | -100.0% | -$3,599.70万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -45,000 | -100.0% | -$2,941.07万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -300,000 | -100.0% | -$2,439.60万 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,100,000 | -100.0% | -$1,014.20万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$522.46万 | 清仓 |
| — | SCHMID GROUP N.V. | $86.31万 | 0.30% | 162,849 | 162,849 | — | $86.31万 | 新建仓 |
| AEXA | AMERICAN EXCEPTIONALISM ACQU | $443.45万 | 1.53% | 409,469 | 409,469 | — | $443.45万 | 新建仓 |
| GPRE | GREEN PLAINS INC | $608.65万 | 2.11% | 370,000 | -990,000 | -72.8% | -$1,628.55万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1,654.79万 | 5.72% | 12,000 | 12,000 | — | $1,654.79万 | 新建仓 |
| LGN | LEGENCE CORP | $2,427.78万 | 8.40% | 430,000 | 430,000 | — | $2,427.78万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $2,474.00万 | 8.56% | 400,000 | 400,000 | — | $2,474.00万 | 新建仓 |
| BP | BP PLC | $2,725.74万 | 9.43% | 579,945 | 579,945 | — | $2,725.74万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $3,183.89万 | 11.01% | 1,090,000 | 540,000 | 98.2% | $1,577.34万 | 加仓 |
| MP | MP MATERIALS CORP | $3,233.42万 | 11.19% | 670,000 | 450,000 | 204.5% | $2,171.70万 | 重新持有 |
| CORZ | CORE SCIENTIFIC INC NEW | $3,366.00万 | 11.64% | 2,250,000 | 1,450,000 | 181.2% | $2,169.20万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $4,039.26万 | 13.97% | 1,380,000 | 1,380,000 | — | $4,039.26万 | 新建仓 |
| MTZ | MASTEC INC | $4,665.23万 | 16.14% | 145,000 | -25,000 | -14.7% | -$804.35万 | 减仓 |