Managers / Q1 2026
Great Mountain Partners LLC
CIK 0001815467 · 157 CHURCH STREET, 20TH FLOOR, NEW HAVEN, CT, 06510 · 2039072852
Summary
Great Mountain Partners LLC reported $15M in U.S.-listed holdings across 1 positions for Q1 2026.
The portfolio is heavily concentrated: NFE alone accounts for 100.0% of reported value.
The book was largely unchanged from Q4 2025.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 100.0% · $15M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| NFENEW FORTRESS ENERGY INC | HELD | +0 | 25.56M | −$14M | $15M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | NFENEW FORTRESS ENERGY INChistory → | COM CL A | 100.00% | $15M | 25.56M |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $15M | 1 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $29M | 1 | Feb 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $56M | 1 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $85M | 1 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $212M | 1 | Apr 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $404M | 2 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $572M | 2 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $826M | 2 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $954M | 2 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.1B | 2 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $929M | 2 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $765M | 2 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $858M | 2 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.2B | 3 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.4B | 3 | Nov 15, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2022REVEALED | $1.4B | 3 | Aug 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.4B | 1 | May 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $808M | 1 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $929M | 1 | Nov 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.3B | 1 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.6B | 1 | May 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.9B | 1 | Jan 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.5B | 1 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $467M | 1 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.