Ripple Effect Asset Management LP
Hedge Fund • Long/Short
Ripple Effect Asset Management LP is a Long/Short Hedge Fund based in New York, NY led by Donald Stoltz, managing $173.7M across 15 long positions as of Q3 2025 with 34% Energy concentration, 83% concentrated in top 10 holdings, and 16% allocation to VST.
COODonald Stoltz
- Portfolio Value
- $173.7M
- Positions
- 15
- Top Holding
- VST at 16.06%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ripple Effect Asset Management LP's portfolio (83.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Independent Power Producers Utilities | $27.9M | 16.06% | — | 0.04% 142.4K shares | |
Oil & Gas Exploration & Production Energy | $25.3M | 14.57% | — | 0.07% 465.0K shares | |
Unknown Unknown | $17.4M | 10.03% | -$6.0M Sold | 0.09% 41.0K shares | |
Oil & Gas Equipment & Services Energy | $15.5M | 8.94% | +$8.1M Bought | 0.48% 420.0K shares | |
Unknown Unknown | $15.3M | 8.78% | +$7.6M Bought | 1.60% 1.5M shares | |
Oil & Gas Midstream Energy | $9.9M | 5.71% | +$9.9M Bought | 0.11% 510.0K shares | |
Renewable Utilities Utilities | $9.2M | 5.31% | +$2.1M Bought | 0.01% 28.1K shares | |
Oil & Gas Midstream Energy | $8.6M | 4.92% | +$1.4M Bought | 0.01% 135.0K shares | |
ETF ETF | $8.1M | 4.67% | — | — 100.0K shares | |
Electrical Equipment & Parts Industrials | $7.1M | 4.10% | -$2.7M Sold | 0.01% 47.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ripple Effect Asset Management LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+110.0% | |
+99.17% | |
+28.67% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Ripple Effect Asset Management LP
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