Keyframe Capital Partners, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Keyframe Capital Partners, L.P. disclosed 2 US equity positions worth $36.0m in its Q2 2025 13F filing. The largest position was GTX at 54.1% of the reported book. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 2 holdings.
What did Keyframe Capital Partners, L.P. own in Q2 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GTX GARRETT MOTION INC | Consumer Cyclical | 54.1% | $19.4m | 1,849,438 | -41% | reduced |
| 2 | FET FORUM ENERGY TECHNOLOGIES IN | 45.9% | $16.5m | 848,519 | 8% | added |
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.