Ripple Effect Asset Management LP

Est. AUM

$678.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TRCALL	RUSSELL 2000 ETF	$347.2M	1400000	51.16%	SOLE
2	XPLR INFRASTRUCTURE LPPUT	COM UNIT PART IN	$44.3M	4175000	6.53%	SOLE
3	KODIAK GAS SVCS INCPUT	COM	$42.6M	730100	6.27%	SOLE
4	XPLR INFRASTRUCTURE LP	COM UNIT PART IN	$27.0M	2538720	3.97%	SOLE
5	KODIAK GAS SVCS INC	COM	$26.7M	458000	3.94%	SOLE
6	NEXTDECADE CORPPUT	COM	$19.1M	2490500	2.81%	SOLE
7	IVANHOE ELECTRIC INCPUT	COM	$16.5M	1396600	2.43%	SOLE
8	VISTRA CORP	COM	$15.0M	100000	2.22%	SOLE
9	IVANHOE ELECTRIC INC	COM	$14.7M	1240225	2.16%	SOLE
10	COMSTOCK RES INCCALL	COM	$14.0M	665700	2.07%	SOLE
11	VISTRA CORPPUT	COM	$13.5M	90000	1.99%	SOLE
12	ANTERO RESOURCES CORPPUT	COM	$12.1M	285000	1.78%	SOLE
13	WILLIAMS COS INC	COM	$11.8M	162000	1.74%	SOLE
14	ANTERO RESOURCES CORP	COM	$10.9M	257862	1.61%	SOLE
15	NEXTDECADE CORP	COM	$10.3M	1339723	1.51%	SOLE
16	WILLIAMS COS INCPUT	COM	$9.8M	134100	1.44%	SOLE
17	CAMECO CORPPUT	COM	$9.6M	88000	1.41%	SOLE
18	CAMECO CORP	COM	$8.5M	78192	1.25%	SOLE
19	TALEN ENERGY CORP	COM	$7.2M	22509	1.06%	SOLE
20	TALEN ENERGY CORPPUT	COM	$6.4M	20000	0.94%	SOLE
21	CF INDUSTRIES HOLD	COM	$5.0M	38289	0.73%	SOLE
22	TERAWULF INC	COM	$3.1M	212370	0.45%	SOLE
23	HUT 8 CORP	COM	$3.0M	63534	0.44%	SOLE
24	BKV CORP	COM	$542K	19000	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.