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 Q1	$646K	Buy	1,095,368 +358,275	+49%	+$419K	0.38%	46
2025 Q4	$840K	Sell	737,093 -51,500	-7%	-$75.9K	0.51%	38
2025 Q3	$1.74M	Buy	788,593 +9,700	+1%	+$27.6K	1.16%	16
2025 Q2	$2.59M	Buy	778,893 +23,500	+3%	+$102K	1.93%	8
2025 Q1	$6.28M	Buy	755,393 +9,000	+1%	+$111K	4.66%	4
2024 Q4	$11.3M	Buy	746,393 +665,618	+824%	+$6.9M	7.4%	3
2024 Q3	$734K	Buy	80,775 +68,925	+582%	+$1.06M	0.52%	33
2024 Q2	$260K	Sell	11,850 -600	-5%	-$15.5K	0.18%	57
2024 Q1	$381K	Sell	12,450 -385	-3%	-$12.6K	0.28%	53
2023 Q4	$484K	Buy	+12,835	New	+$443K	0.43%	42

Other funds holding NFE

GMP

Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return

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

Pingora Partners's NFE Position: Q1 2026 in Review

Pingora Partners increased its New Fortress Energy (NFE) stake by 49% in Q1 2026, buying an estimated $419K and bringing the position to 1,095,368 shares worth $646K. The position accounts for 0.38% of the portfolio, ranked #46.

Pingora Partners first reported a position in NFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.3M in Q4 2024. 180 funds tracked by Wall St. Rank hold NFE as of Q1 2026.

Pingora Partners held 1,095,368 shares of New Fortress Energy worth $646K as of Q1 2026.
Pingora Partners bought 358,275 New Fortress Energy shares in Q1 2026, an estimated $419K.
New Fortress Energy made up 0.38% of Pingora Partners's portfolio in Q1 2026, its #46 holding.
Pingora Partners first reported a position in New Fortress Energy in Q4 2023 and has held it in 10 quarters since.
Pingora Partners's New Fortress Energy position peaked at $11.3M in Q4 2024.
180 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2026.

Based on Pingora Partners's 13F filing for Q1 2026, filed 15 May 2026.