Q4 2025 · 13F-HR
ATLAS Infrastructure Partners (UK) Ltd.holdings as filed
Filed 2026-02-17 · accession 0001214659-26-001957
$1.99B
Reported value
9
Positions
2025-12-31
Period end
The Brief · ATLAS Infrastructure Partners (UK) Ltd. · Q4 2025
AI · grounded in 13F
ATLAS Infrastructure Partners (UK) Ltd. closed its position in Exelon Corp EXC, reducing exposure by $223.59M. The fund established a new position in H2O America HTO valued at $28.61M. Additionally, the fund increased its holdings in Union Pac Corp UNP by 76.48% and Emera Inc EMA by 60.61%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 723484101 | PNW | PINNACLE WEST CAP CORP | $395.7M | 19.8% | 4,461,243 | Common | SOLE |
| 290876101 | EMA | EMERA INC | $289.3M | 14.5% | 5,875,152 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $282.2M | 14.2% | 2,841,409 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $234.0M | 11.7% | 2,914,632 | Common | SOLE |
| 281020107 | EIX | EDISON INTL | $234.0M | 11.7% | 3,898,924 | Common | SOLE |
| 69331C108 | PCG | PG&E CORP | $227.0M | 11.4% | 14,125,385 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $210.5M | 10.6% | 910,022 | Common | SOLE |
| 736508847 | POR | PORTLAND GEN ELEC CO | $93.0M | 4.66% | 1,938,334 | Common | SOLE |
| 784305104 | HTO | H2O AMERICA | $28.6M | 1.43% | 584,080 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.