Great Mountain Partners LLC — 13F Holdings & Portfolio
CIK 1815467 · latest 13F-HR filed 2026-08-06
Great Mountain Partners LLC manages $9.3M in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NFE (100.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 0 existing positions rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-06
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 27, 2026.
20TH FLOOR
NEW HAVEN, CT 06510
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| PAPP, MALLORY, SAMANTHA Control | CHIEF COMPLIANCE OFFICER since Jan 2026 | Less than 5% | Individual |
| ROTOLO, JONATHAN, PETER Control | MANAGER AND MEMBER since Mar 2020 | 50–75% | Individual |
| THOMSON, ALEXANDER, THURLOW Control | MANAGER AND MEMBER since Mar 2020 | 50–75% | Individual |
| TYMINSKI, ETHAN, DANIEL Control | CHIEF FINANCIAL OFFICER since Aug 2020 | Less than 5% | Individual |
Ownership & leadership changes · 4 filings with changes since Oct 14, 2020
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedSMITH, GREGORY, DAVID · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2020
- AddedPAPP, MALLORY, SAMANTHA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedSMITH, GREGORY, DAVID · title CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL → CHIEF COMPLIANCE OFFICER
- ChangedSMITH, GREGORY, DAVID · title CHIEF COMPLIANCE OFFICER AND CORPORATE COUNSEL → CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
- ChangedTYMINSKI, ETHAN, DANIEL · title VP OF FINANCE → CHIEF FINANCIAL OFFICER
- AddedTYMINSKI, ETHAN, DANIEL · VP OF FINANCE · Less than 5% · control person
- ListedROTOLO, JONATHAN, PETER · MANAGER AND MEMBER · 50–75% · control person
- ListedSMITH, GREGORY, DAVID · CHIEF COMPLIANCE OFFICER AND CORPORATE COUNSEL · Less than 5% · control person
- ListedTHOMSON, ALEXANDER, THURLOW · MANAGER AND MEMBER · 50–75% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Great Mountain Partners LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NEW FORTRESS ENERGY INC | NFE | 644393100 | $9.3M | 100.00% | 25,559,846 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $9.3M | 1 | 0001815467-26-000002 |
| 2026-03-31 | 2026-05-13 | $15.1M | 1 | 0001815467-26-000001 |
| 2025-12-31 | 2026-02-09 | $29.1M | 1 | 0001104659-26-011994 |
| 2025-09-30 | 2025-11-13 | $56.5M | 1 | 0001104659-25-111009 |
NEW HAVEN, CT 06510