ECP ControlCo, LLC (auto-surfaced)
cloneable
· 31-MAR-2026 → 30-JUN-2026
AUM $4,668,646,701 · 5 positions · top-10 100.0%
· SEC filing history →
13FScore 19/100 — cloning their disclosed top holdings over ~4.9y returned -13%/yr vs S&P +11%/yr (alpha -23%/yr), ahead of the market in 30% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| $TLN · TALEN ENERGY CORP | 19.8% | $922,223,232 | -8% | High | Talen Energy is an independent power producer that owns and operates nuclear and natural-gas generation assets and supplies wholesale electricity, including to data centers. | NASDAQ |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| none |
Top holdings now