Ripple Effect Asset Management LP: IVANHOE ELECTRIC INC (IE): Quarterly 13F Position History
As of Q1 2026, Ripple Effect Asset Management LP reported 1,240,225 shares of IVANHOE ELECTRIC INC (IE), worth $14.7M and representing 10.2% of its 13F equity book. Quarter-over-quarter share count change: + 290,200 (+30.5%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 1,240,225Shares Held (Latest Filing)
- $14.7MReported Market Value (Latest Filing)
- 10.2%Portfolio Weight (% of 13F Equity Book)
- +290,200Quarter-over-Quarter Share Change
- -$521.9KQuarter-over-Quarter Value Change
- 1,240,225Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,240,225 | +290,200 | +30.5% | $14.7M | 10.2% | $11.8 |
| Q4 2025 | 950,025 | +450,025 | +90.0% | $15.2M | 12.1% | $16.0 |
| Q3 2025 | 500,000 | — | — | $6.3M | 3.6% | $12.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Ripple Effect Asset Management LP first disclose a IE position in 13F-HR filings?
Ripple Effect Asset Management LP first reported IVANHOE ELECTRIC INC (IE) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Ripple Effect Asset Management LP's most recent quarter-over-quarter share-count change in IE?
Between Q4 2025 and Q1 2026, Ripple Effect Asset Management LP added 290,200 shares of IE (+30.5%), bringing the total reported position to 1,240,225 shares at a market value of $14.7M.
Does the implied price-per-share represent Ripple Effect Asset Management LP's cost basis in IE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.