SEC 13F Intelligence

Thomist Capital Management, LP / NFE

Thomist Capital Management, LP’s New Fortress Energy Inc Position

Does Thomist Capital Management, LP own New Fortress Energy Inc (NFE)? Not currently — the last reported position was 114.0K shares worth $5M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q3 2022
Shares
114.0K
% of Portfolio
+3.72%
Quarters Held
3
position exited

Position History NFE

Reported value by quarter
Q4 ’21: $610,000Q4 ’21Q1 ’22: $988,000Q1 ’22Q3 ’22: $5MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022114.0K$5M+3.72%
Q1 202223.2K$988,000+0.52%
Q4 202125.3K$610,000+0.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thomist Capital Management, LP’s full portfolio or all institutional holders of NFE.