Ecp Controlco, LLC
CIK:0001707921
Investment Adviser
$260M AUM
3 holdings
Short Hills, NJ, USA
Founded:2005
Latest filing:Jun 30, 2025
ECP ControlCo, LLC is a distinguished investment firm focused on value investing. It primarily invests in the utilities and communication services sectors.
Investment Strategy
Value investing, focusing on utilities and communication services sectors.
Top Buys
P
PCGPG&E CORP-$23.1M
S
SHENSHENANDOAH TELECOMMUNICATION+$6.3M
C
CLNECLEAN ENERGY FUELS CORP+$1.0M
Top Sells
P
PCGPG&E CORP-$23.1M
S
SHENSHENANDOAH TELECOMMUNICATION+$6.3M
C
CLNECLEAN ENERGY FUELS CORP+$1.0M
Top Holdings
P
PCGPG&E CORP+70.2%$99.3M
S
SHENSHENANDOAH TELECOMMUNICATION+26.2%$37.1M
C
CLNECLEAN ENERGY FUELS CORP+3.6%$5.1M
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PCG | PG&E CORP | 70.21% | $99.3M | 7,124,720 | $10.90 | $13.94 | -$23.1M |
S SHEN | SHENANDOAH TELECOMMUNICATION | 26.21% | $37.1M | 2,714,371 | $22.47 | $13.66 | +$6.3M |
C CLNE | CLEAN ENERGY FUELS CORP | 3.58% | $5.1M | 2,594,759 | $5.34 | $1.95 | +$1.0M |
Industry Allocation
ELECTRIC & OTHER SERVICES COMBINED
+70.2%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+26.2%
GAS & OTHER SERVICES COMBINED
+3.6%