Keyframe Capital Partners, L.P. — 13F Holdings

2026 Q1  ·  2 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Keyframe Capital Partners, L.P. maintained a portfolio of 2 distinct positions. Conversely, Keyframe Capital Partners, L.P. completely exited their position in FORUM ENERGY TECHNOLOGIES IN.
Position History hover any row below to update
Loading…
Keyframe Capital Partners, L.P. New York, NY Hedge Fund / Investment Manager AUM $0M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
2
Quarter
2026 Q1
Top Holding
STEM (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
STEM
STEM INC
Utilities 100.00% 1.79% #1 1
Prev: #2
7.0
—
no change no change
P
S
25,924 $229,168 2025 Q3 13F Filing 2026-03-31 2026-05-28
FET
FORUM ENERGY TE...
Energy 0.00% 98.21%
Sold All 😨
(Was: #1)
 0.0
—
-578,449 -100.0%
CLOSED
 — $— 2023 Q1 13F Filing 2026-03-31 2026-05-28
Showing 1-2 of 2 holdings

Unlock Full Keyframe Capital Partners, L.P. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →