Ripple Effect Asset Management LP Hedge Fund

Name: Ripple Effect Asset Management LP Q1 2026 13F Filing | 13F Explorer
Creator: Ripple Effect Asset Management LP
Published: 2026-05-14

Location: New York, NY

CIK: 0002031590 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $679M (100.0% shares, 0.0% debt)

Holdings (24)

IWM ISHARES TR 51.2%

Value $347M Shares 1,400,000 Est. Cost — Unrealized —

XIFR XPLR INFRASTRUCTURE LP 6.5%

Value $44.34M Shares 4,175,000 Est. Cost $9.49 Unrealized +8.4%

KGS KODIAK GAS SVCS INC 6.3%

Value $42.58M Shares 730,100 Est. Cost $34.90 Unrealized +24.7%

XIFR XPLR INFRASTRUCTURE LP 4.0%

Value $26.96M Shares 2,538,720 Est. Cost $9.49 Unrealized +8.4%

KGS KODIAK GAS SVCS INC 3.9%

Value $26.71M Shares 458,000 Est. Cost $34.90 Unrealized +24.7%

NEXT NEXTDECADE CORP 2.8%

Value $19.08M Shares 2,490,500 Est. Cost $5.54 Unrealized -6.1%

IE IVANHOE ELECTRIC INC 2.4%

Value $16.51M Shares 1,396,600 Est. Cost $13.24 Unrealized +31.1%

VST VISTRA CORP 2.2%

Value $15.03M Shares 100,000 Est. Cost $163.18 Unrealized 0.0%

IE IVANHOE ELECTRIC INC 2.2%

Value $14.66M Shares 1,240,225 Est. Cost $13.24 Unrealized +31.1%

CRK COMSTOCK RES INC 2.1%

Value $14.03M Shares 665,700 Est. Cost — Unrealized —

VST VISTRA CORP 2.0%

Value $13.53M Shares 90,000 Est. Cost $163.18 Unrealized 0.0%

AR ANTERO RESOURCES CORP 1.8%

Value $12.1M Shares 285,000 Est. Cost $33.80 Unrealized 0.0%

WMB WILLIAMS COS INC 1.7%

Value $11.79M Shares 162,000 Est. Cost $59.09 Unrealized +12.3%

AR ANTERO RESOURCES CORP 1.6%

Value $10.94M Shares 257,862 Est. Cost $33.80 Unrealized 0.0%

NEXT NEXTDECADE CORP 1.5%

Value $10.26M Shares 1,339,723 Est. Cost $5.54 Unrealized -6.1%

WMB WILLIAMS COS INC 1.4%

Value $9.76M Shares 134,100 Est. Cost $59.09 Unrealized +12.3%

CCJ CAMECO CORP 1.4%

Value $9.558M Shares 88,000 Est. Cost $89.94 Unrealized +29.3%

CCJ CAMECO CORP 1.3%

Value $8.492M Shares 78,192 Est. Cost $89.94 Unrealized +29.3%

TLN TALEN ENERGY CORP 1.1%

Value $7.186M Shares 22,509 Est. Cost $294.67 Unrealized +25.0%

TLN TALEN ENERGY CORP 0.9%

Value $6.385M Shares 20,000 Est. Cost $294.67 Unrealized +25.0%

CF CF INDUSTRIES HOLD 0.7%

Value $4.971M Shares 38,289 Est. Cost $90.08 Unrealized 0.0%

WULF TERAWULF INC 0.5%

Value $3.064M Shares 212,370 Est. Cost $14.58 Unrealized 0.0%

HUT HUT 8 CORP 0.4%

Value $2.98M Shares 63,534 Est. Cost $47.75 Unrealized +18.5%

BKV BKV CORP 0.1%

Value $542K Shares 19,000 Est. Cost $28.56 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IWM	ISHARES TR	1,400,000	$347M	51.2%	—	—	Call	464287655
XIFR	XPLR INFRASTRUCTURE LP	4,175,000	$44.34M	6.5%	$9.49	+8.4%	Put	65341B106
KGS	KODIAK GAS SVCS INC	730,100	$42.58M	6.3%	$34.90	+24.7%	Put	50012A108
XIFR	XPLR INFRASTRUCTURE LP	2,538,720	$26.96M	4.0%	$9.49	+8.4%	COM UNIT PART IN	65341B106
KGS	KODIAK GAS SVCS INC	458,000	$26.71M	3.9%	$34.90	+24.7%	COM	50012A108
NEXT	NEXTDECADE CORP	2,490,500	$19.08M	2.8%	$5.54	-6.1%	Put	65342K105
IE	IVANHOE ELECTRIC INC	1,396,600	$16.51M	2.4%	$13.24	+31.1%	Put	46578C108
VST	VISTRA CORP	100,000	$15.03M	2.2%	$163.18	0.0%	COM	92840M102
IE	IVANHOE ELECTRIC INC	1,240,225	$14.66M	2.2%	$13.24	+31.1%	COM	46578C108
CRK	COMSTOCK RES INC	665,700	$14.03M	2.1%	—	—	Call	205768302
VST	VISTRA CORP	90,000	$13.53M	2.0%	$163.18	0.0%	Put	92840M102
AR	ANTERO RESOURCES CORP	285,000	$12.1M	1.8%	$33.80	0.0%	Put	03674X106
WMB	WILLIAMS COS INC	162,000	$11.79M	1.7%	$59.09	+12.3%	COM	969457100
AR	ANTERO RESOURCES CORP	257,862	$10.94M	1.6%	$33.80	0.0%	COM	03674X106
NEXT	NEXTDECADE CORP	1,339,723	$10.26M	1.5%	$5.54	-6.1%	COM	65342K105
WMB	WILLIAMS COS INC	134,100	$9.76M	1.4%	$59.09	+12.3%	Put	969457100
CCJ	CAMECO CORP	88,000	$9.558M	1.4%	$89.94	+29.3%	Put	13321L108
CCJ	CAMECO CORP	78,192	$8.492M	1.3%	$89.94	+29.3%	COM	13321L108
TLN	TALEN ENERGY CORP	22,509	$7.186M	1.1%	$294.67	+25.0%	COM	87422Q109
TLN	TALEN ENERGY CORP	20,000	$6.385M	0.9%	$294.67	+25.0%	Put	87422Q109
CF	CF INDUSTRIES HOLD	38,289	$4.971M	0.7%	$90.08	0.0%	COM	125269100
WULF	TERAWULF INC	212,370	$3.064M	0.5%	$14.58	0.0%	COM	88080T104
HUT	HUT 8 CORP	63,534	$2.98M	0.4%	$47.75	+18.5%	COM	44812J104
BKV	BKV CORP	19,000	$542K	0.1%	$28.56	0.0%	COM	05603J108