Investor
Ripple Effect Asset Management LP
CIK 0002031590 · filed 2026-05-14 · SEC filing
13F book
$678.7M
Positions
13
5 new · 3 sold
Largest name
4.0%
XPLR Infrastructure, LP · XIFR
Est. mark
$11.2M
Price effect on 8 names still held. Flow $7.13M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| XPLR Infrastructure, LP | XIFR | 2.54M | $27M | 4.0% | $1.3M | Added$5.96M |
| Kodiak Gas Svcs Inc | — | 458K | $26.7M | 3.9% | $9.58M | Cut−$14.3M |
| Vistra Corp. | VST | 100K | $15M | 2.2% | — | New |
| Ivanhoe Electric Inc. | IE | 1.24M | $14.7M | 2.2% | −$3.95M | Added−$521.9K |
| Williams Cos Inc | — | 162K | $11.8M | 1.7% | $2.05M | Cut−$7.93M |
| Antero Resources Corp | AR | 257.9K | $10.9M | 1.6% | — | New |
| Nextdecade Corp | NEXT | 1.34M | $10.3M | 1.5% | $1.43M | Added$7.1M |
| Cameco Corp | CCJ | 78.2K | $8.49M | 1.3% | $1.34M | Cut−$3.4M |
| Talen Energy Corp | TLN | 22.5K | $7.19M | 1.1% | −$556.1K | Added$3.44M |
| Cf Inds Hldgs Inc | — | 38.3K | $4.97M | 0.7% | — | New |
| Terawulf Inc. | WULF | 212.4K | $3.06M | 0.5% | — | New |
| Hut 8 Corp. | HUT | 63.5K | $2.98M | 0.4% | $17.5K | Added$2.15M |
| Bkv Corp | BKV | 19K | $541.9K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.