ATLAS Infrastructure Partners (UK) Ltd. Diversified Active

Name: ATLAS Infrastructure Partners (UK) Ltd. Q1 2026 13F Filing | 13F Explorer
Creator: ATLAS Infrastructure Partners (UK) Ltd.
Published: 2026-05-15

Location: London, United Kingdom

CIK: 0001924953 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $2.84B (100.0% shares, 0.0% debt)

Holdings (9)

New Positions (1)

SBAC SBA COMMUNICATIONS CORP 6.3%

Value $178M Shares 1,034,375 Est. Cost $192.48 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SBAC	SBA COMMUNICATIONS CORP	1,034,375	$178M	6.3%	$192.48	0.0%	CL A	78410G104

Increased Positions (6)

HTO H2O AMERICA 9.4%

Value $266M (+829.3%) Shares 4,532,084 (+675.9%) Est. Cost $52.12 Unrealized +1.2%

EMA EMERA INC 16.4%

Value $465M (+60.8%) Shares 8,967,430 (+52.6%) Est. Cost $48.13 Unrealized +3.4%

PNW PINNACLE WEST CAP CORP 18.0%

Value $511M (+29.2%) Shares 5,074,413 (+13.7%) Est. Cost $84.83 Unrealized +10.2%

PEG PUBLIC SVC ENTERPRISE GROUP 11.5%

Value $327M (+39.8%) Shares 4,042,558 (+38.7%) Est. Cost $81.56 Unrealized -0.0%

ED CONSOLIDATED EDISON INC 12.1%

Value $345M (+22.2%) Shares 3,047,519 (+7.3%) Est. Cost $96.75 Unrealized +8.9%

UNP UNION PAC CORP 8.7%

Value $246M (+17.1%) Shares 1,015,731 (+11.6%) Est. Cost $226.87 Unrealized +7.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HTO	H2O AMERICA	4,532,084 (+675.9%)	$266M (+829.3%)	9.4%	$52.12	+1.2%	COM	784305104
EMA	EMERA INC	8,967,430 (+52.6%)	$465M (+60.8%)	16.4%	$48.13	+3.4%	COM	290876101
PNW	PINNACLE WEST CAP CORP	5,074,413 (+13.7%)	$511M (+29.2%)	18.0%	$84.83	+10.2%	COM	723484101
PEG	PUBLIC SVC ENTERPRISE GROUP	4,042,558 (+38.7%)	$327M (+39.8%)	11.5%	$81.56	-0.0%	COM	744573106
ED	CONSOLIDATED EDISON INC	3,047,519 (+7.3%)	$345M (+22.2%)	12.1%	$96.75	+8.9%	COM	209115104
UNP	UNION PAC CORP	1,015,731 (+11.6%)	$246M (+17.1%)	8.7%	$226.87	+7.3%	COM	907818108

Exited Positions (1)

POR PORTLAND GEN ELEC CO 3.3%

Value $93.02M Shares 1,938,334 Est. Cost $41.08 Unrealized +23.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
POR	PORTLAND GEN ELEC CO	1,938,334	$93.02M	3.3%	$41.08	+23.2%	—	736508847

Decreased Positions (2)

EIX EDISON INTL 9.4%

Value $266M (+13.9%) Shares 3,641,148 (-6.6%) Est. Cost $55.51 Unrealized +16.4%

PCG PG&E CORP 8.3%

Value $234M (+3.3%) Shares 13,340,095 (-5.6%) Est. Cost $16.82 Unrealized -2.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EIX	EDISON INTL	3,641,148 (-6.6%)	$266M (+13.9%)	9.4%	$55.51	+16.4%	COM	281020107
PCG	PG&E CORP	13,340,095 (-5.6%)	$234M (+3.3%)	8.3%	$16.82	-2.6%	COM	69331C108