Keyframe Capital Partners, L.P.
- SEC CIK
- 0001830175
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 2
- −1 vs. Q1 2025
- Portfolio value
- $36.0M
- −$6.54M (−15.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GTXGarrett Motion Inc. | Stock | 1,849,438 | $19.4M | 54.1% | −1,295,300−41.2% | Reduced | History |
| FETForum Energy Technologies, Inc. | COM | 848,519 | $16.5M | 45.9% | +66,322+8.5% | Added | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Sunnova Energy Intl Inc.86745KAF1 | NOTE 0.250%12/0 | – | $450.0K | 1.1% | – |