Keyframe Capital Partners, L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Keyframe Capital Partners, L.P. disclosed 2 US equity positions worth $21.8m in its Q4 2025 13F filing. The largest position was FET at 98.2% of the reported book. Against the Q3 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 Q4 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FET FORUM ENERGY TECHNOLOGIES IN | 98.2% | $21.4m | 578,449 | -32% | reduced | |
| 2 | STEM STEM INC | 1.8% | $390.2k | 25,924 | 3% | 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.