Q3 2025 · 13F-HR
ATLAS Infrastructure Partners (UK) Ltd.holdings as filed
Filed 2025-11-14 · accession 0001214659-25-016614
$1.86B
Reported value
9
Positions
2025-09-30
Period end
The Brief · ATLAS Infrastructure Partners (UK) Ltd. · Q3 2025
AI · grounded in 13F
ATLAS Infrastructure Partners (UK) Ltd. established a new position in PNW valued at $277.2M. The fund also initiated new stakes in ED for $264M and EIX for $237.4M. Additional new positions include EXC, PEG, and POR. The fund ended the period with 9 positions and total AUM of $1.86B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 723484101 | PNW | PINNACLE WEST CAP CORP | $277.2M | 14.9% | 3,091,893 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $264.0M | 14.2% | 2,626,760 | Common | SOLE |
| 281020107 | EIX | EDISON INTL | $237.4M | 12.8% | 4,294,744 | Common | SOLE |
| 30161N101 | EXC | EXELON CORP | $223.6M | 12.0% | 4,967,487 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $214.3M | 11.5% | 2,567,724 | Common | SOLE |
| 736508847 | POR | PORTLAND GEN ELEC CO | $192.8M | 10.4% | 4,382,492 | Common | SOLE |
| 290876101 | EMA | EMERA INC | $175.4M | 9.43% | 3,658,041 | Common | SOLE |
| 69331C108 | PCG | PG&E CORP | $153.7M | 8.26% | 10,195,512 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $121.9M | 6.55% | 515,643 | 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.