Ripple Effect Asset Management LP reported 18 positions worth $169.37M for the quarter ended Jun 30, 2026, up 25.4% on the prior quarter. It opened 8 new positions, added to 8, trimmed 2 and exited 2. Its largest holding is XPLR Infrastructure, LP at 19.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SEI Solaris Energy Infrastructure, Inc. | +130.3K | – | $10.48M | 6.19% |
| DVN Devon Energy Corp | +146.3K | – | $6.05M | 3.57% |
| WMB Williams Companies, Inc. | +75.8K | +46.8% | $5.63M | 10.44% |
| DPC DPC Holdings PLC | +100.0K | – | $4.91M | 2.9% |
| AR ANTERO RESOURCES Corp | +116.5K | +45.2% | $4.10M | 7.77% |
| BKV BKV Corp | +116.4K | +612.4% | $3.18M | 2.19% |
| CSX Csx Corp | +66.8K | – | $3.18M | 1.87% |
| UNP Union Pacific Corp | +11.5K | – | $3.13M | 1.85% |
| WULF Terawulf Inc. | +115.6K | +54.4% | $2.86M | 4.78% |
| XIFR XPLR Infrastructure, LP | +229.2K | +9.0% | $2.71M | 19.3% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SEI Solaris Energy Infrastructure, Inc. | +130.3K | $10.48M | 6.19% |
| DVN Devon Energy Corp | +146.3K | $6.05M | 3.57% |
| DPC DPC Holdings PLC | +100.0K | $4.91M | 2.9% |
| CSX Csx Corp | +66.8K | $3.18M | 1.87% |
| UNP Union Pacific Corp | +11.5K | $3.13M | 1.85% |
| CIFR Cipher Digital Inc. | +84.8K | $2.08M | 1.23% |
| SPCX Space Exploration Technologies Corp | +5,000 | $854.30K | 0.504% |
| VG Venture Global, Inc. | +7,790 | $86.70K | 0.051% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XIFR XPLR Infrastructure, LP | Utilities | 2.77M | $32.69M | 19.3% | +229.2K | +9.0% | Added | 2.94% |
| 2 | KGS Kodiak Gas Services, Inc. | Energy | 300.6K | $22.59M | 13.34% | -157.4K | -34.4% | Reduced | 0.3% |
| 3 | WMB Williams Companies, Inc. | Energy | 237.8K | $17.68M | 10.44% | +75.8K | +46.8% | Added | 0.02% |
| 4 | VST Vistra Corp. | Utilities | 102.3K | $16.23M | 9.58% | +2,300 | +2.3% | Added | 0.03% |
| 5 | AR ANTERO RESOURCES Corp | Energy | 374.4K | $13.16M | 7.77% | +116.5K | +45.2% | Added | 0.12% |
| 6 | SEI Solaris Energy Infrastructure, Inc. | Industrials | 130.3K | $10.48M | 6.19% | +130.3K | – | New | 0.17% |
| 7 | HUT Hut 8 Corp. | Technology | 86.7K | $10.01M | 5.91% | +23.2K | +36.5% | Added | 0.07% |
| 8 | TLN Talen Energy Corp | Utilities | 25.3K | $9.70M | 5.73% | +2,741 | +12.2% | Added | 0.05% |
| 9 | WULF Terawulf Inc. | Technology | 328.0K | $8.10M | 4.78% | +115.6K | +54.4% | Added | 0.07% |
| 10 | DVN Devon Energy Corp | Energy | 146.3K | $6.05M | 3.57% | +146.3K | – | New | 0.01% |
| 11 | DPC DPC Holdings PLC | Industrials | 100.0K | $4.91M | 2.9% | +100.0K | – | New | 0.07% |
| 12 | IE Ivanhoe Electric Inc. | Basic Materials | 495.0K | $4.76M | 2.81% | -745.2K | -60.1% | Reduced | 0.31% |
| 13 | BKV BKV Corp | Energy | 135.4K | $3.70M | 2.19% | +116.4K | +612.4% | Added | 0.12% |
| 14 | CSX Csx Corp | Industrials | 66.8K | $3.18M | 1.87% | +66.8K | – | New | 0% |
| 15 | UNP Union Pacific Corp | Industrials | 11.5K | $3.13M | 1.85% | +11.5K | – | New | 0% |
Tip. Select a row to see that position’s full history at Ripple Effect Asset Management.
As of its Q2 2026 13F filing, Ripple Effect Asset Management LP’s five largest positions were XPLR Infrastructure, LP (XIFR) at 19.3%, Kodiak Gas Services, Inc. (KGS) at 13.3%, Williams Companies, Inc. (WMB) at 10.4%, Vistra Corp. (VST) at 9.6%, ANTERO RESOURCES Corp (AR) at 7.8% of the reported portfolio.
Ripple Effect Asset Management LP reported a 13F portfolio worth $169.37M across 18 positions for Q2 2026. That is up 25.4% from the previous quarter.
Its largest purchases by value were Solaris Energy Infrastructure, Inc. ($10.48M), Devon Energy Corp ($6.05M), Williams Companies, Inc. ($5.63M). It opened 8 new positions.
Its largest sales by value were Kodiak Gas Services, Inc. ($11.82M), NextDecade Corp ($10.26M), Ivanhoe Electric Inc. ($7.16M). It exited 2 positions entirely.
From the Form 13F-HR reports Ripple Effect Asset Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.