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ECP ControlCo, LLC

SEC CIK
0001707921
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
7
−1 vs. Q4 2023
Portfolio value
$362.7M
−$97.9M (−21.3%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of ECP ControlCo, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
CTOSCustom Truck One Source, Inc.COM CL A25,738,988$149.8M41.3%00.0%UnchangedHistory
PCGPG&E CorpStock7,124,720$119.4M32.9%00.0%UnchangedHistory
SHENShenandoah Telecommunications CoCOM2,452,384$42.6M11.7%00.0%UnchangedHistory
NOVASunnova Energy International Inc.COM6,911,664$42.4M11.7%00.0%UnchangedHistory
CLNEClean Energy Fuels Corp.COM2,594,759$6.95M1.9%00.0%UnchangedHistory
Allego N V Ord ShsN0796A100Stock1,000,000$1.45M0.4%00.0%Unchanged–
EVAEnviva, LLCCOM252,392$111.1K<0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (1)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of ECP ControlCo, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
REXRex American Resources CorpCOM65,529$3.10M0.7%History