Ripple Effect Asset Management LP
15 holdingsFiling period: 2026-03-31Current AUM: $729.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | 1.40M | $347.2M | $407.7M | 55.89% | +1.32M | 2026-03-31 |
| 2 | XIFR | XPLR INFRASTRUCTURE LP | 6.71M | $71.3M | $79.9M | 10.95% | +2.26M | 2026-03-31 |
| 3 | KGS | KODIAK GAS SVCS INC | 1.19M | $69.3M | $69.8M | 9.56% | -909,000 | 2026-03-31 |
| 4 | IE | IVANHOE ELECTRIC INC | 2.64M | $31.2M | $24.1M | 3.31% | +886.8K | 2026-03-31 |
| 5 | NEXT | NEXTDECADE CORP | 3.83M | $29.3M | $25.7M | 3.53% | +2.53M | 2026-03-31 |
| 6 | VST | VISTRA CORP | 190.0K | $28.6M | $28.2M | 3.86% | +50.0K | 2026-03-31 |
| 7 | AR | ANTERO RESOURCES CORP | 542.9K | $23.0M | $19.6M | 2.69% | +292.9K | 2026-03-31 |
| 8 | WMB | WILLIAMS COS INC | 296.1K | $21.5M | $21.2M | 2.90% | -381,900 | 2026-03-31 |
| 9 | CCJ | CAMECO CORP | 166.2K | $18.0M | $14.4M | 1.97% | -153,808 | 2026-03-31 |
| 10 | CRK | COMSTOCK RES INC | 665.7K | $14.0M | $8.8M | 1.21% | -- | 2026-03-31 |
| 11 | TLN | TALEN ENERGY CORP | 42.5K | $13.6M | $14.2M | 1.95% | +32.5K | 2026-03-31 |
| 12 | CF | CF INDUSTRIES HOLD | 38.3K | $5.0M | $4.8M | 0.66% | -- | 2026-03-31 |
| 13 | WULF | TERAWULF INC | 212.4K | $3.1M | $3.7M | 0.51% | -- | 2026-03-31 |
| 14 | HUT | HUT 8 CORP | 63.5K | $3.0M | $6.8M | 0.94% | +45.5K | 2026-03-31 |
| 15 | BKV | BKV CORP | 19.0K | $541K | $464K | 0.06% | -- | 2026-03-31 |
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