DOSSIER · 13F-HR · Q1 2026

ECP ControlCo, LLC

ECP ControlCo's holding co. based in San Francisco, CA $6.3B in tracked AUM across 4 positions as of Q1 2026.

EC
ECP ControlCo·San Francisco, CA·Holding Co.
CIK 0001707921 · last filed Mar 31, 2026
Total AUM
$6.3B
11.6%
vs prior
Holdings
4
positions
Whale Score
86
86
top tier
Activity
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · 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.

#HoldingValueSharesWeight
01
CEG
CONSTELLATION ENERGY CORP
$6.2B22.0M97.1%
02
PCG
PG&E CORP
$125M7.1M2.0%
03
SHEN
SHENANDOAH TELECOMMUNICATION
$53M3.5M0.8%
04
CLNE
CLEAN ENERGY FUELS CORP
$6M2.6M0.1%

Filing history

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