StockDriftsStockDriftsTop 11 Ripple Effect Asset Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KGS | KODIAK GAS SVCS INC | 32.73% | 1.10M | $41.0M | +160.95%(+676.00K) | $36.64(+68.13%) | 2025-12-31 | |
| XIFR | XPLR INFRASTRUCTURE LP | 16.77% | 2.10M | $21.0M | +40.00%(+600.00K) | $9.31(+10.86%) | 2025-12-31 | |
| WMB | WILLIAMS COS INC | 15.74% | 328.0K | $19.7M | +142.96%(+193.00K) | $61.57(+14.93%) | 2025-12-31 | |
| IE | IVANHOE ELECTRIC INC | 12.12% | 950.0K | $15.2M | +90.00%(+450.02K) | $12.45(+18.75%) | 2025-12-31 | |
| CCJ | CAMECO CORP | 9.5% | 130.0K | $11.9M | new | $56.90(+109.33%) | 2025-12-31 | |
| AES | AES CORP | 3.43% | 300.0K | $4.3M | new | $13.75(+5.09%) | 2025-12-31 | |
| TLN | TALEN ENERGY CORP | 2.99% | 10.0K | $3.7M | -75.59%(-30.96K) | $193.60(+82.49%) | 2025-12-31 | |
| NEXT | NEXTDECADE CORP | 2.52% | 600.0K | $3.2M | new | $6.03(+18.74%) | 2025-12-31 | |
| VRT | VERTIV HOLDINGS CO | 2.26% | 17.5K | $2.8M | -62.88%(-29.65K) | $101.33(+197.21%) | 2025-12-31 | |
| CEG | CONSTELLATION ENERGY CORP | 1.27% | 4.5K | $1.6M | -83.96%(-23.55K) | $269.94(+9.19%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.24% | +110.89% |
| Top 20 Holdings Unweighted | +15.66% | +54.72% |
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