Institutional Manager · CIK 0001815467
Great Mountain Partners LLC
New Haven, CT · File #028-20320
Latest AUM
$29.1M
Positions
1
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | NEW FORTRESS ENERGY INC | NFE | 0 | $0 | -$27.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $29.1M
- 13F HOLDINGS REPORTQ/E Sep 20251 pos · $56.5M
- 13F HOLDINGS REPORTQ/E Jun 20251 pos · $84.9M
- 13F HOLDINGS REPORTQ/E Mar 20251 pos · $212.4M
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $403.9M
- 13F HOLDINGS REPORTQ/E Sep 20242 pos · $572.0M
- 13F HOLDINGS REPORTQ/E Jun 20242 pos · $825.6M
- 13F HOLDINGS REPORTQ/E Mar 20242 pos · $953.9M
- 13F HOLDINGS REPORTQ/E Dec 20232 pos · $928.7M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NEW FORTRESS ENERGY INC | NFE | 25,559,846 | $29.1M | 100.00% |