Ripple Effect Asset Management’s XPLR Infrastructure LP XIFR Stock Holding History

Ripple Effect Asset Management’s Portfolio XIFR Stock Details XIFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1M	Sell	1,700,000 -2,475,000	-59%	-$27.7M	4.66%	4
2026 Q1	$44.3M	Buy	4,175,000 +1,975,000	+90%	+$20.3M	6.53%	2
2025 Q4	$22M	Buy	2,200,000 +600,000	+38%	+$5.81M	6.3%	5
2025 Q3	$16.3M	Buy	1,600,000 +500,000	+45%	+$4.84M	3.18%	10
2025 Q2	$9.02M	Buy	+1,100,000	New	+$9.55M	1.34%	20

Other funds holding XIFR

ACA

Anchorage Capital Advisors New York $165M AUM 5.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

YCM

Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

ECM

Endure Capital Management Austin, Texas $451M AUM

Ripple Effect Asset Management's XIFR Position: Q2 2026 in Review

Ripple Effect Asset Management increased its XPLR Infrastructure LP (XIFR) stake by 9% in Q2 2026, buying an estimated $2.56M and bringing the position to 2,767,955 shares worth $32.7M. The position accounts for 7.58% of the portfolio, ranked #2.

Ripple Effect Asset Management first reported a position in XIFR in Q2 2025 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold XIFR as of Q2 2026.

Ripple Effect Asset Management held 2,767,955 shares of XPLR Infrastructure LP worth $32.7M as of Q2 2026.
Ripple Effect Asset Management bought 229,235 XPLR Infrastructure LP shares in Q2 2026, an estimated $2.56M.
XPLR Infrastructure LP made up 7.58% of Ripple Effect Asset Management's portfolio in Q2 2026, its #2 holding.
Ripple Effect Asset Management first reported a position in XPLR Infrastructure LP in Q2 2025 and has held it in 5 quarters since.
223 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2026.

Based on Ripple Effect Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.