Pingora Partners’s New Fortress Energy NFE Stock Holding History

Pingora 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 Q2	$417K	Buy	22,957 +1,050	+5%	+$31.2K	0.24%	58
2026 Q1	$646K	Buy	21,907 +7,165	+49%	+$419K	0.38%	46
2025 Q4	$840K	Sell	14,742 -1,030	-7%	-$75.9K	0.51%	38
2025 Q3	$1.74M	Buy	15,772 +194	+1%	+$27.6K	1.16%	16
2025 Q2	$2.59M	Buy	15,578 +470	+3%	+$102K	1.93%	8
2025 Q1	$6.28M	Buy	15,108 +180	+1%	+$111K	4.66%	4
2024 Q4	$11.3M	Buy	14,928 +13,312	+824%	+$6.9M	7.4%	3
2024 Q3	$734K	Buy	1,616 +1,379	+582%	+$1.06M	0.52%	33
2024 Q2	$260K	Sell	237 -12	-5%	-$15.5K	0.18%	57
2024 Q1	$381K	Sell	249 -8	-3%	-$13.1K	0.28%	53
2023 Q4	$484K	Buy	+257	New	+$443K	0.43%	42

Other funds holding NFE

GMP

Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return

FIG

Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pingora Partners's NFE Position: Q2 2026 in Review

Pingora Partners increased its New Fortress Energy (NFE) stake by 4.8% in Q2 2026, buying an estimated $31.2K and bringing the position to 22,957 shares worth $417K. The position accounts for 0.24% of the portfolio, ranked #58.

Pingora Partners first reported a position in NFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q4 2024. 142 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

Pingora Partners held 22,957 shares of New Fortress Energy worth $417K as of Q2 2026.
Pingora Partners bought 1,050 New Fortress Energy shares in Q2 2026, an estimated $31.2K.
New Fortress Energy made up 0.24% of Pingora Partners's portfolio in Q2 2026, its #58 holding.
Pingora Partners first reported a position in New Fortress Energy in Q4 2023 and has held it in 11 quarters since.
Pingora Partners's New Fortress Energy position peaked at $11.3M in Q4 2024.
142 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Pingora Partners's 13F filing for Q2 2026, filed 14 Aug 2026.