Institutional Manager · CIK 0001085550
SCF Partners, Inc.
Houston, TX · File #028-15468
Latest AUM
$125.1M
Positions
1
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | National Energy Services Reunited Corp. | NESR | 0 | $0 | +$43.2M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $125.1M
- 13F HOLDINGS REPORTQ/E Sep 20251 pos · $82.0M
- 13F HOLDINGS REPORTQ/E Jun 20251 pos · $48.1M
- 13F HOLDINGS REPORTQ/E Mar 20251 pos · $58.8M
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $74.8M
- 13F HOLDINGS REPORTQ/E Sep 20242 pos · $23.1M
- 13F HOLDINGS REPORTQ/E Jun 20242 pos · $29.3M
- 13F HOLDINGS REPORTQ/E Mar 20242 pos · $37.0M
- 13F HOLDINGS REPORTQ/E Dec 20232 pos · $78.6M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | National Energy Services Reunited Corp. | NESR | 7,991,677 | $125.1M | 100.00% |