Institutional Manager · CIK 0001830175

Keyframe Capital Partners, L.P.

New York, NY · File #028-22700

Latest AUM

$21.8M

Positions

Top-10 Concentration

100.0%

Filings

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
EXITED	GARRETT MOTION INC	366505105	-1,299,438	-$17.7M	$0
REDUCE	FORUM ENERGY TECHNOLOGIES IN	FET	-270,070	-$10.0M	+$8.7M
ADD	STEM INC	STEM	+733	+$11,032	-$62,222

Sector Allocation

Energy

98.2%$21.4M

Utilities

1.8%$390,156

Filing History

Feb 17, 202613F HOLDINGS REPORTQ/E Dec 20252 pos · $21.8M
Nov 14, 202513F HOLDINGS REPORTQ/E Sep 20253 pos · $40.8M
Aug 14, 202513F HOLDINGS REPORTQ/E Jun 20252 pos · $36.0M
May 15, 202513F HOLDINGS REPORTQ/E Mar 20253 pos · $42.5M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 20242 pos · $44.9M
Nov 14, 202413F HOLDINGS REPORTQ/E Sep 20246 pos · $55.4M
Aug 14, 202413F HOLDINGS REPORTQ/E Jun 20245 pos · $61.0M
May 15, 202413F HOLDINGS REPORTQ/E Mar 20245 pos · $80.6M
Nov 14, 202313F HOLDINGS REPORTQ/E Dec 20238 pos · $124.7M

Top 2 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	FORUM ENERGY TECHNOLOGIES IN	FET	578,449	$21.4M	98.21%
2	STEM INC	STEM	25,924	$390,156	1.79%