DOSSIER · 13F-HR · Q1 2026
ECP ControlCo, LLC
$6.3B in tracked AUM across 4 positions as of Q1 2026.
EC
CIK 0001707921 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
ECP ControlCo, LLC presents a highly concentrated investment portfolio characterized by a low number of holdings and significant conviction in specific assets. As of the reporting period ending September 30, 2025, the firm managed total assets of approximately $152.76 million across a mere two positions. This structure indicates a "high-conviction" strategy, where capital is allocated to a narrow set of ideas rather than broad diversification. The portfolio experienced po...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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