Data as of Q4 2025 (Dec 31, 2025)
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Showing Q2 2025 data
DECADE RENEWABLE PARTNERS LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

DECADE RENEWABLE PARTNERS LP

โ€ขCIK: 1915836โ€ขFiling: Q2 2025

**DECADE RENEWABLE PARTNERS LP** manages $126M across a concentrated portfolio of 27 positions, exhibiting a clear focus on the energy transition and sustainable infrastructure. Top holdings are heavily weighted toward clean energy and critical resources, notably HBM and GNRC, each representing $11.0M of the fund's assets. Further significant allocations include XEL ($7.2M) and FCX ($6.3M), signaling deep conviction in diversified renewable and resource plays. The structure suggests a tactical, high-conviction approach targeting secular growth themes within the green economy.

Total AUM
$123.2M
+ $2.8M in options
QoQ Performance
-5.9%
Positions
26
+ 1 option
Top 10 Concentration
56.0%
Latest Filing
Q2 2025

Top Holdings Allocation

HBM
GNRC
XEL
HBM8.8%
GNRC8.7%
XEL5.7%
FCX5.0%
DTE4.9%
ETR4.9%
ARRY4.7%
VST4.7%

๐Ÿ“ˆ Biggest Buys

FCX
FREEPORT-MCMORAN INC
NEW
5.0% of portfolio
DTE
DTE ENERGY CO
NEW
4.9% of portfolio
WEC
WEC ENERGY GROUP INC
NEW
4.4% of portfolio
SRE
SEMPRA
NEW
4.0% of portfolio
BHP
BHP GROUP LTD
NEW
3.5% of portfolio

๐Ÿ“‰ Biggest Sells

ERO
ERO COPPER CORP
-77.7%
2.2% of portfolio
FLR
FLUOR CORP NEW
-72.8%
2.1% of portfolio
HBM
HUDBAY MINERALS INC
-38.7%
8.8% of portfolio
FSLR
FIRST SOLAR INC
-63.4%
1.7% of portfolio
NEE
NEXTERA ENERGY INC
-61.1%
1.8% of portfolio

Sector Breakdown

Other93.2%
Materials5.0%
Utilities1.8%

๐Ÿšช Exited Positionssold since Q1 2025

D
DOMINION ENERGY INC
SOLD
$9.3M
PEG
PUBLIC SVC ENTERPRISE GRP IN
SOLD
$6.3M
PEO
EXELON CORP
SOLD
$5.6M
MOD
MODINE MFG CO
SOLD
$4.5M
GEV
GE VERNOVA INC
SOLD
$3.3M
+3 more exited positions

Changes from Q1 2025

NEW9 new positions
โ†‘7 increased
โ†“11 decreased

Historical Filings

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023