Goodlander Investment Management, LLC Portfolio Holdings by Sector

Goodlander Investment Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Engineering & Construction \| Industrials MTZ AGX 2 stocks	$60.5 Million 29.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG VST 2 stocks	$55.8 Million 26.74% of portfolio	2	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive DAR 1 stocks	$28.5 Million 13.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials BE VRT 2 stocks	$20.9 Million 10.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SOI 1 stocks	$19.8 Million 9.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GNRC 1 stocks	$14.3 Million 6.86% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services WULF 1 stocks	$8.76 Million 4.2% of portfolio	1	-	1	-	0 Calls 0 Puts

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