ECP ControlCo, LLC holds a concentrated book of 4 stocks worth $6.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Constellation Energy. Their largest long position is Constellation Energy at 97% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1707921/holdings"
Use Arkolith to show ECP ControlCo, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Constellation Energy Corp COM | $6.2B | 22.04M | 97.1% | ▲New New position | |
| 2 | PG&E Corp COM | $125.2M | 7.12M | 2.0% | —Held | |
| 3 | Shenandoah Telecommunication COM | $53.3M | 3.46M | 0.8% | —Held | |
| 4 | Clean Energy Fuels Corp COM | $6.4M | 2.59M | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 4 | $6.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 4 | $204.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Feb 17, 2026 | 5 | $251.0M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Feb 17, 2026 | 5 | $215.3M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Feb 17, 2026 | 5 | $242.8M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 4 | $259.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 6 | $328.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 7 | $323.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 7 | $362.7M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 8 | $460.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 9 | $436.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 9 | $496.3M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Aug 14, 2023 | 8 | $499.4M | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | Apr 27, 2023 | 7 | $494.9M | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Apr 27, 2023 | 9 | $497.1M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.