Keyframe Capital Partners, L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Keyframe Capital Partners, L.P. disclosed 3 US equity positions worth $40.8m in its Q3 2025 13F filing. The largest position was FET at 55.5% of the reported book, followed by GTX and STEM. Against the Q2 2025 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 Q3 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FET FORUM ENERGY TECHNOLOGIES IN | 55.5% | $22.7m | 848,519 | 0% | held | |
| 2 | GTX GARRETT MOTION INC | Consumer Cyclical | 43.4% | $17.7m | 1,299,438 | -30% | reduced |
| 3 | STEM STEM INC | 1.1% | $441.3k | 25,191 | – | 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.