Data as of Q4 2025 (Dec 31, 2025)

ECP ControlCo, LLC

โ€ขCIK: 1707921โ€ขFiling: Q4 2025

**ECP ControlCo, LLC** manages $205M across a concentrated portfolio of four positions. The fund exhibits a significant overweighting in **PCG**, representing $114.5M, which constitutes approximately 56% of reported assets. Further substantial allocations are visible in **XIFR** ($45.0M) and **SHEN** ($40.0M). This structure suggests a highly concentrated, conviction-driven investment mandate.

Total AUM
$204.9M
QoQ Performance
+28.5%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

PCG
XIFR
SHEN
PCG55.9%
XIFR22.0%
SHEN19.5%
CLNE2.7%

๐Ÿ“ˆ Biggest Buys

XIFR
XPLR INFRASTRUCTURE LP
NEW
22.0% of portfolio
SHEN
SHENANDOAH TELECOMMUNICATION
+2.4%
19.5% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%

Changes from Q3 2025

NEW1 new position
โ†‘1 increased

Historical Filings

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