2026 Q1 Portfolio Activity
In 2026 Q1, ATLAS Infrastructure Partners (UK) Ltd. maintained a portfolio of 10 distinct positions. The most significant new addition was SBA COMMUNICATIONS CORP, now representing 6.27% of the total fund value. They heavily accumulated shares in H2O AMERICA, increasing the position by 675.9%. Conversely, ATLAS Infrastructure Partners (UK) Ltd. completely exited their position in PORTLAND GEN ELEC CO.
Position History
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Total Positions
10
Quarter
2026 Q1
Top Holding
PNW (18.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
ATLAS Infrastructure Partners (UK) Ltd. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PNW
PINNACLE WEST C...
|
Utilities | 18.00% | 19.84% |
#1
Prev: #1
|
8.0 |
—
|
613,170 | 13.7% |
P
S
|
5,074,413 | $511,247,110 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EMRAF
EMERA INC
|
Unknown | 16.38% | 14.51% |
#2
Prev: #2
|
8.5 |
—
|
3,092,278 | 52.6% |
P
S
|
8,967,430 | $465,140,594 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ED
CONSOLIDATED ED...
|
Utilities | 12.15% | 14.15% |
#3
Prev: #3
|
7.0 |
—
|
206,110 | 7.3% |
P
S
|
3,047,519 | $344,918,200 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PEG
PUBLIC SVC ENTE...
|
Utilities | 11.52% | 11.74% |
#4
Prev: #4
|
7.0 |
—
|
1,127,926 | 38.7% |
P
S
|
4,042,558 | $327,245,070 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EIX
EDISON INTL
|
Utilities | 9.38% | 11.73% |
#5
Prev: #5
|
4.8 |
—
|
-257,776 | -6.6% |
P
S
|
3,641,148 | $266,459,211 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HTO
H2O AMERICA
|
Utilities | 9.36% | 1.43% |
#6
3
Prev: #9
|
6.7 |
—
|
3,948,004 | 675.9% |
P
S
|
4,532,084 | $265,897,368 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UNP
UNION PAC CORP
|
Industrials | 8.68% | 10.55% |
#7
Prev: #7
|
5.5 |
—
|
105,709 | 11.6% |
P
S
|
1,015,731 | $246,436,655 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PCG
PG&E CORP
|
Utilities | 8.25% | 11.38% |
#8
2
Prev: #6
|
3.8 |
—
|
-785,290 | -5.6% |
P
S
|
13,340,095 | $234,385,469 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SBAC
SBA COMMUNICATI...
|
Real Estate | 6.27% | — |
#9
Prev: #—
|
6.0 |
—
|
1,034,375 | — |
NEW
|
1,034,375 | $178,026,281 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
POR
PORTLAND GEN EL...
|
Utilities | 0.00% | 4.66% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-1,938,334 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-10 of 10 holdings