Ripple Effect Asset Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ripple Effect Asset Management LP disclosed 13 US equity positions worth $143.6m in its Q1 2026 13F filing. The largest position was XIFR at 18.8% of the reported book, followed by KGS and VST.
What did Ripple Effect Asset Management LP own in Q1 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | XIFR XPLR INFRASTRUCTURE LP | Utilities | 18.8% | $27.0m | 2,538,720 | – | |
| 2 | KGS KODIAK GAS SVCS INC | Energy | 18.6% | $26.7m | 458,000 | – | |
| 3 | VST VISTRA CORP | Utilities | 10.5% | $15.0m | 100,000 | – | |
| 4 | IE IVANHOE ELECTRIC INC | 10.2% | $14.7m | 1,240,225 | – | ||
| 5 | WMB WILLIAMS COS INC | Energy | 8.2% | $11.8m | 162,000 | – | |
| 6 | AR ANTERO RESOURCES CORP | Energy | 7.6% | $10.9m | 257,862 | – | |
| 7 | NEXT NEXTDECADE CORP | Energy | 7.1% | $10.3m | 1,339,723 | – | |
| 8 | CCJ CAMECO CORP | Energy | 5.9% | $8.5m | 78,192 | – | |
| 9 | TLN TALEN ENERGY CORP | Utilities | 5.0% | $7.2m | 22,509 | – | |
| 10 | CF CF INDUSTRIES HOLD | Basic Materials | 3.5% | $5.0m | 38,289 | – | |
| 11 | WULF TERAWULF INC | Financial Services | 2.1% | $3.1m | 212,370 | – | |
| 12 | HUT HUT 8 CORP | Financial Services | 2.1% | $3.0m | 63,534 | – | |
| 13 | BKV BKV CORP | Energy | 0.4% | $541.9k | 19,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.