Ripple Effect Asset Management LP: NEXTDECADE CORP (NEXT): Quarterly 13F Position History
As of Q1 2026, Ripple Effect Asset Management LP reported 1,339,723 shares of NEXTDECADE CORP (NEXT), worth $10.3M and representing 7.1% of its 13F equity book. Quarter-over-quarter share count change: + 739,723 (+123.3%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 1,339,723Shares Held (Latest Filing)
- $10.3MReported Market Value (Latest Filing)
- 7.1%Portfolio Weight (% of 13F Equity Book)
- +739,723Quarter-over-Quarter Share Change
- +$7.1MQuarter-over-Quarter Value Change
- 1,339,723Peak Reported Shares (Historical)
Recent initiation: Ripple Effect Asset Management LP first reported NEXT on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,339,723 | +739,723 | +123.3% | $10.3M | 7.1% | $7.7 |
| Q4 2025 | 600,000 | — | — | $3.2M | 2.5% | $5.3 |
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 NEXT position in 13F-HR filings?
Ripple Effect Asset Management LP first reported NEXTDECADE CORP (NEXT) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Ripple Effect Asset Management LP's most recent quarter-over-quarter share-count change in NEXT?
Between Q4 2025 and Q1 2026, Ripple Effect Asset Management LP added 739,723 shares of NEXT (+123.3%), bringing the total reported position to 1,339,723 shares at a market value of $10.3M.
Does the implied price-per-share represent Ripple Effect Asset Management LP's cost basis in NEXT?
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.