ECP ControlCo, LLC
- SEC CIK
- 0001707921
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 8
- −1 vs. Q3 2023
- Portfolio value
- $460.6M
- +$24.4M (+5.6%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CTOSCustom Truck One Source, Inc. | COM CL A | 25,738,988 | $159.1M | 34.5% | 00.0% | Unchanged | History |
| PCGPG&E Corp | Stock | 7,124,720 | $128.5M | 27.9% | 00.0% | Unchanged | History |
| NOVASunnova Energy International Inc. | COM | 6,911,664 | $105.4M | 22.9% | 00.0% | Unchanged | History |
| SHENShenandoah Telecommunications Co | COM | 2,452,384 | $53.0M | 11.5% | 00.0% | Unchanged | History |
| CLNEClean Energy Fuels Corp. | COM | 2,594,759 | $9.94M | 2.2% | 00.0% | Unchanged | History |
| REXRex American Resources Corp | COM | 65,529 | $3.10M | 0.7% | −196,388−75.0% | Reduced | History |
| Allego N V Ord ShsN0796A100 | Stock | 1,000,000 | $1.35M | 0.3% | 00.0% | Unchanged | – |
| EVAEnviva, LLC | COM | 252,392 | $251.4K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.