Ripple Effect Asset Management LP: XPLR INFRASTRUCTURE LP (XIFR): Quarterly 13F Position History
As of Q1 2026, Ripple Effect Asset Management LP reported 2,538,720 shares of XPLR INFRASTRUCTURE LP (XIFR), worth $27.0M and representing 18.8% of its 13F equity book. Quarter-over-quarter share count change: + 438,720 (+20.9%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 2,538,720Shares Held (Latest Filing)
- $27.0MReported Market Value (Latest Filing)
- 18.8%Portfolio Weight (% of 13F Equity Book)
- +438,720Quarter-over-Quarter Share Change
- +$6.0MQuarter-over-Quarter Value Change
- 2,538,720Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,538,720 | +438,720 | +20.9% | $27.0M | 18.8% | $10.6 |
| Q4 2025 | 2,100,000 | +600,000 | +40.0% | $21.0M | 16.8% | $10.0 |
| Q3 2025 | 1,500,000 | +746,875 | +99.2% | $15.3M | 8.8% | $10.2 |
| Q2 2025 | 753,125 | — | — | $6.2M | 3.5% | $8.2 |
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 XIFR position in 13F-HR filings?
Ripple Effect Asset Management LP first reported XPLR INFRASTRUCTURE LP (XIFR) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Ripple Effect Asset Management LP's most recent quarter-over-quarter share-count change in XIFR?
Between Q4 2025 and Q1 2026, Ripple Effect Asset Management LP added 438,720 shares of XIFR (+20.9%), bringing the total reported position to 2,538,720 shares at a market value of $27.0M.
Does the implied price-per-share represent Ripple Effect Asset Management LP's cost basis in XIFR?
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.