Position in NEXT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,262,278
+$7,100,278 QoQ
Shares Held
1,339,723
+123.3% QoQ
Ownership
0.506%
of shares outstanding
% of Portfolio
7.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEXT Over Time
Shares Held
Position Value (USD)
Derivatives in NEXT
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$19,077,230
PutShares
2,490,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Ripple Effect Asset Management LP holds $36,972,838 across 2 Oil & Gas Equipment & Services names. NEXT ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KGS |
Kodiak Gas Services, Inc.
|
458,000 | $26,710,560 | |
| 2 | NEXT |
NextDecade Corp
This page
|
1,339,723 | $10,262,278 |
All Filings in NEXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,262,278 | 1,339,723 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $19,077,230 | 2,490,500 | Put | Sole | 2026-05-14 | |
| 2025-12-31 | $3,162,000 | 600,000 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $3,689,000 | 700,000 | Put | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||