Keyframe Capital Partners, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Keyframe Capital Partners, L.P. disclosed 3 US equity positions worth $42.5m in its Q1 2025 13F filing. The largest position was GTX at 61.9% of the reported book, followed by FET and SUNNOVA ENERGY INTL INC.. Against the Q4 2024 filing, it opened 1 new position, added to 0 and reduced 1 among the top 3 holdings.
What did Keyframe Capital Partners, L.P. own in Q1 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GTX GARRETT MOTION INC | Consumer Cyclical | 61.9% | $26.3m | 3,144,738 | -13% | reduced |
| 2 | FET FORUM ENERGY TECHNOLOGIES IN | 37.0% | $15.7m | 782,197 | 0% | held | |
| 3 | SUNNOVA ENERGY INTL INC. | 1.1% | $450.0k | 5,000,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.