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Goodlander Investment Management, LLC
Goodlander Investment Management, LLC is a hedge fund and investment adviser headquartered in Dallas, Texas. Founded in 2021 by John and Charles Labanowski, the firm manages pooled investment vehicles, primarily serving institutional clients. As of June 2025, Goodlander oversees $324.1 million in assets and employs 4 people, most of whom are in investment roles. The fund is registered with the SEC and operates from its Dallas office.
Investment Strategy
Goodlander Investment Management, LLC focuses on actively managed hedge fund strategies with a sector concentration in energy, infrastructure, and industrials. Portfolio holdings reflect investments in companies related to power infrastructure, digital infrastructure, and renewable energy, utilizing both equity and derivatives to express their views. The firm uses discretionary management to pursue returns via thematic and event-driven strategies across North America, seeking opportunities in both established and emerging markets within these sectors.
Latest 13F Filing Activity
Goodlander Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions with a total 13F market value of $244M. The fund increased holdings in Core Scientific Inc. New, Vistra Corp., Darling Ingredients Inc. among other positions. Goodlander Investment Management, LLC reduced exposure to Ge Vernova Inc., Antero Resources Corp., Expand Energy Corporation among others.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CORZ | CORE SCIENTIFIC INC NEW | 14.36% | $35.0M | 2,050,000 | $17.07 | $17.07 | +$35.0M |
M MTZ | MASTEC INC | 13.99% | $34.1M | 200,000 | $134.53 | $170.43 | +$11.3M |
N NRG | NRG ENERGY INC | 12.39% | $30.2M | 188,000 | $125.94 | $160.58 | +$20.6M |
D DAR | DARLING INGREDIENTS INC | 11.68% | $28.5M | 750,000 | $35.89 | $37.94 | +$21.3M |
A AGX | ARGAN INC | 10.86% | $26.5M | 120,000 | $131.17 | $220.48 | +$8.1M |
Industry Allocation
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