TORTOISE CAPITAL ADVISORS, L.L.C.
•CIK: 1280965•Filing: Q4 2025
Tortoise Capital Advisors, L.L.C., managed by the seasoned team of Jonathan Jacobson and Jonathan Ellis, is known for its value-oriented, concentrated investment strategy, focusing on undervalued companies with strong fundamentals. Currently, the fund has increased its positions in CIEN and HTH significantly, while reducing its stake in EQIX by 61%, reflecting a strategic shift towards sectors with growth potential.
Total AUM
$7.9B
QoQ Performance
+1.4%
Positions
84
Top 10 Concentration
66.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MPLX
WMB
ET
TRGP
TRP
EPD
LNG
OKE
MPLX9.0%
WMB8.7%
ET8.1%
TRGP8.0%
TRP6.4%
EPD5.8%
LNG5.7%
OKE5.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.5%
Energy0.3%
Utilities0.1%
Industrial0.0%
Technology0.0%
Real Estate0.0%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW10 new positions
↑44 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023