| Fund Name: | Goodlander Investment Management |
| Manager | John Labanowski |
| Portfolio Value | $331,267,415 |
| Change This QTR | +1.15% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | MTZ | 105,000 | $43,686,300 | -28% | 13.19% | ||
| 2. | FIX | 21,000 | $41,620,950 | +75% | 12.56% | ||
| 3. | Legence Corp | 390,000 | $33,239,700 | -10% | 10.03% | ||
| 4. | FLNC | 1,500,000 | $29,820,000 | NEW | 9% | ||
| 5. | GNRC | 95,000 | $27,816,950 | NEW | 8.4% |