Great Mountain Partners’s New Fortress Energy NFE Stock Holding History

Great Mountain Partners’s Portfolio NFE Stock Details NFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.1M	Hold	25,559,846	–	–	100%	1
2025 Q4	$29.1M	Hold	25,559,846	–	–	100%	1
2025 Q3	$56.5M	Hold	25,559,846	–	–	100%	1
2025 Q2	$84.9M	Hold	25,559,846	–	–	100%	1
2025 Q1	$212M	Hold	25,559,846	–	–	100%	1
2024 Q4	$386M	Hold	25,559,846	–	–	95.68%	1
2024 Q3	$232M	Hold	25,559,846	–	–	40.62%	2
2024 Q2	$562M	Hold	25,559,846	–	–	68.05%	1
2024 Q1	$782M	Hold	25,559,846	–	–	81.97%	1
2023 Q4	$964M	Hold	25,559,846	–	–	89.05%	1
2023 Q3	$838M	Hold	25,559,846	–	–	90.22%	1
2023 Q2	$684M	Hold	25,559,846	–	–	89.43%	1
2023 Q1	$752M	Hold	25,559,846	–	–	91.33%	1
2022 Q4	$1.08B	Sell	25,559,846 -6,900,000	-21%	-$333M	95.91%	1
2022 Q3	$1.42B	Hold	32,459,846	–	–	94.85%	1
2022 Q2	$1.28B	Hold	32,459,846	–	–	93.79%	1
2022 Q1	$1.38B	Sell	32,459,846 -1,000,000	-3%	-$27M	100%	1
2021 Q4	$808M	Hold	33,459,846	–	–	100%	1
2021 Q3	$929M	Hold	33,459,846	–	–	100%	1
2021 Q2	$1.27B	Sell	33,459,846 -1,241,433	-4%	-$53.1M	100%	1
2021 Q1	$1.59B	Hold	34,701,279	–	–	100%	1
2020 Q4	$1.86B	Hold	34,701,279	–	–	100%	1
2020 Q3	$1.53B	Sell	34,701,279 -1,356,312	-4%	-$35.6M	100%	1
2020 Q2	$467M	Buy	+36,057,591	New	+$452M	100%	1

Other funds holding NFE

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Great Mountain Partners's NFE Position: Q1 2026 in Review

Great Mountain Partners held its New Fortress Energy (NFE) position steady in Q1 2026 at 25,559,846 shares worth $15.1M. The position accounts for 100% of the portfolio, ranked #1.

Great Mountain Partners first reported a position in NFE in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.86B in Q4 2020. 181 funds tracked by Wall St. Rank hold NFE as of Q1 2026.

Great Mountain Partners held 25,559,846 shares of New Fortress Energy worth $15.1M as of Q1 2026.
Great Mountain Partners left its New Fortress Energy share count unchanged in Q1 2026.
New Fortress Energy made up 100% of Great Mountain Partners's portfolio in Q1 2026, its #1 holding.
Great Mountain Partners first reported a position in New Fortress Energy in Q2 2020 and has held it in 24 quarters since.
Great Mountain Partners's New Fortress Energy position peaked at $1.86B in Q4 2020.
181 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2026.

Based on Great Mountain Partners's 13F filing for Q1 2026, filed 13 May 2026.