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Donald Stoltz

Ripple Effect Asset Management Lp

Assets Managed
$678.66M
Holdings
15
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
94.47%(2Q avg: 31.35%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ripple Effect Asset Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 positions.

Assets under management

The assets under management (AUM) of Ripple Effect Asset Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 678.66M in assets, with a quarterly growth rate of 94.47% and a 2-quarter average growth rate of 31.35%. The portfolio is managed by Donald Stoltz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 1766.67%
51.16%
$347.2M Call
1.4M shares@ $248.0 avg price
NEP
Nextera Energy Partners Lp
Recent Activity
Increased 50.88%
10.51%
$71.3M
6.714M shares@ $10.62 avg price
KGS
Kodiak Gas Services Inc
Recent Activity
Decreased -43.34%
10.21%
$69.29M
1.188M shares@ $58.32 avg price
IE
Ivanhoe Electric Inc Us
Recent Activity
Increased 50.68%
4.6%
$31.167M
2.637M shares@ $11.83 avg price
NEXT
Nextdecade Corp
Recent Activity
Increased 194.64%
4.33%
$29.34M
3.83M shares@ $7.66 avg price
VST
Vistra Corp
Recent Activity
Increased 35.72%
4.21%
$28.563M
190,000 shares@ $150.33 avg price
AR
Antero Resources Corp
Recent Activity
Increased 117.15%
3.4%
$23.039M
542,862 shares@ $42.44 avg price
WMB
Williams Cos Inc
Recent Activity
Decreased -56.32%
3.18%
$21.55M
296,100 shares@ $72.78 avg price
CCJ
Cameco Corp
Recent Activity
Decreased -48.06%
2.66%
$18.05M
166,192 shares@ $108.61 avg price
CRK
Comstock Resources Inc
Recent Activity
New Position
2.07%
$14.033M Call
665,700 shares@ $21.08 avg price

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