Q1 2026 · 13F-HR
ATLAS Infrastructure Partners (UK) Ltd.holdings as filed
Filed 2026-05-15 · accession 0001214659-26-006445
$2.84B
Reported value
9
Positions
2026-03-31
Period end
The Brief · ATLAS Infrastructure Partners (UK) Ltd. · Q1 2026
AI · grounded in 13F
ATLAS Infrastructure Partners (UK) Ltd. established a new position in SBA Communications Corp SBAC valued at $178.03M. The fund also increased its holdings in H2O America HTO by 675.94% and Emera Inc EMA by 52.63%. Conversely, the fund closed its entire position in Portland Gen Elec Co POR, reducing its exposure by $93.02M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 723484101 | PNW | PINNACLE WEST CAP CORP | $511.2M | 18.0% | 5,074,413 | Common | SOLE |
| 290876101 | EMA | EMERA INC | $465.1M | 16.4% | 8,967,430 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $344.9M | 12.1% | 3,047,519 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GROUP | $327.2M | 11.5% | 4,042,558 | Common | SOLE |
| 281020107 | EIX | EDISON INTL | $266.5M | 9.38% | 3,641,148 | Common | SOLE |
| 784305104 | HTO | H2O AMERICA | $265.9M | 9.36% | 4,532,084 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $246.4M | 8.68% | 1,015,731 | Common | SOLE |
| 69331C108 | PCG | PG&E CORP | $234.4M | 8.25% | 13,340,095 | Common | SOLE |
| 78410G104 | SBAC | SBA COMMUNICATIONS CORP | $178.0M | 6.27% | 1,034,375 | 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.