New Fortress Energy Inc. (NFE)

=== SEC Schedule 13D — Beneficial Ownership === Issuer: New Fortress Energy Inc. Issuer CIK: 0001749723 Class: Class A Common Stock, par value $0.01 per share CUSIP: 644393100, 643926207 Event Date: 2026-09-11 --- Reporting Persons --- - Strategic Value Partners, LLC (0001301912) 19208710 sh 14.7% OO - Victor Khosla (0001473996) 19208710 sh 14.7% IN,HC - Strategic Value Excelsior Fund, L.P. (0001883195) 656569 sh 0.5% PN - Strategic Value Capital Solutions II MF L.P. (0002149775) 1856815 sh 1.4% PN - Strategic Value Special Situations Master Fund V, L.P. (0001919716) 9631795 sh 7.4% PN - Strategic Value Special Situations VI MF, L.P. (0002149763) 7063530 sh 5.4% PN --- Item 3 Source of Funds --- The information set forth in Item 4 of this Schedule 13D is incorporated herein by reference. The source of funds was the working capital of Excelsior, SVCS II, SVSS V, and SVSS VI. --- Item 4 Purpose of Transaction --- On March 17, 2026, in connection with the Issuer's restructuring of its debt obligations (the "Restructuring Transactions"), the Issuer and certain of its subsidiaries entered into a restructuring support agreement (the "RSA"). On September 11, 2026, pursuant to the RSA, certain debt instruments of the Issuer held by affiliates of the Reporting Persons with an aggregate principal amount of $564,468,399.13 were terminated and exchanged for an aggregate of 1,318,372 shares of Class A Common Stock and 305,225 shares of Preferred Stock. Each Reporting Person expects to continuously review such person's investment in the Issuer and, depending on various factors including but not limited to, the price of the shares of Class A Common Stock and Preferred Stock, the terms and conditions of the transaction, prevailing market conditions and such other considerations as such Reporting Person deems relevant, may at any time or from time to time, and subject to any required regulatory approvals, acquire additional shares of Class A Common Stock, Preferred Stock or other securities convertible into or exercisable or exchangeable for Class A Common Stock or Preferred Stock from time to time on the open market, in privately negotiated transactions, directly from the Issuer, or upon the exercise or conversion of securities convertible into or exercisable or exchangeable for Class A Common Stock or Preferred Stock. Each Reporting Person also may, at any time, subject to compliance with applicable securities laws and regulatory requirements dispose or distribute some or all of its or his Class A Common Stock or Preferred Stock or such other securities as it or he owns or may subsequently acquire depending on various factors, including but not limited to, the price of the shares, the terms and conditions of the transaction and prevailing market conditions, as well as the liquidity and diversification objectives. Consistent with their investment intent, each Reporting Person may from time to time discuss with the Issuer's management, directors, other shareholders and others, the Issuer's performance, business, strategic direction, capital structure, management, board of directors, governance and other matters, as well as various ways of maximizing stockholder value. In accordance with the RSA, the Reporting Persons may nominate a nominee to serve on the Issuer's board of directors. Except as indicated herein, no Reporting Person, as a stockholder of the Issuer, has any plans or proposals that relate or would result in any of the transactions or other matters specified in clauses (a) through (j) of Item 4 of Schedule 13D. Each Reporting Person may, at any time and from time to time, review or reconsider its or his position and/or change its or his purpose and/or formulate plans or proposals with respect thereto.