Loading…
CIK 0001730961 • 6 13F filings • May 9, 2025 – Aug 7, 2026
Import this data to Google Sheets with:
=jivedata("scp-investment-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC CL A | CAP STK CL A | $11.0M | 8.8% | 62,500 SH | New |
| AMARIN CORP PLC | SPONSORED ADR | $2.0M | 1.6% | 125,000 SH | New |
| APPLE INC | COM | $2.1M | 1.6%Prev: 2.8% | 10,000 SH | Decreased |
| ARRAY TECHNOLOGIES INC | COM SHS | $599K | 0.5%Prev: 1.9% | 101,600 SH | Decreased-131,200 SH |
| BAKER HUGHES CO | CL A | $874K | 0.7% | 22,800 SH | New |
| BWX TECHNOLOGIES INC | COM | $259K | 0.2% | 1,800 SH | New |
| CAESARS ENTERTAINMENT INC | COM | $17.5M | 14.0% | 615,000 SH | New |
| CAMECO CORP | COM | $505K | 0.4%Prev: 1.3% | 6,800 SH | Decreased-3,600 SH |
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | $2.2M | 1.8% | 200,000 SH | New |
| CHART INDUSTRIES INC | COM | $296K | 0.2% | 1,800 SH | New |
| CHEVRON CORP | COM | $1.4M | 1.1% | 9,600 SH | New |
| CONOCOPHILLIPS | COM | $1.9M | 1.5%Prev: 2.5% | 20,668 SH | Decreased+3,600 SH |
| DIAMONDBACK ENERGY INC | COM | $935K | 0.8%Prev: 2.8% | 6,808 SH | Decreased-5,800 SH |
| ENERGY TRANSFER LP | COM UT LTD PTN | $1.2M | 1.0% | 66,800 SH | New |
| EOG RESOURCES INC | COM | $455K | 0.4% | 3,800 SH | New |
| EOS ENERGY ENTERPRISES INC | COM CL A | $147K | 0.1% | 28,800 SH | New |
| EQT CORP | COM | $1.8M | 1.4%Prev: 2.1% | 30,400 SH | Decreased+600 SH |
| EXXON MOBIL CORP | COM | $733K | 0.6% | 6,800 SH | New |
| FIRST SOLAR INC | COM | $1.4M | 1.2%Prev: 2.0% | 8,688 SH | Decreased-280 SH |
| GLOBAL X SILVER MINERS | GLOBAL X SILVER | $424K | 0.3% | 8,800 SH | New |
| GOGO INC | COM | $22.8M | 18.3% | 1,550,000 SH | New |
| HALLIBURTON CO | COM | $302K | 0.2%Prev: 1.5% | 14,800 SH | Decreased-20,800 SH |
| HECLA MINING CO | COM | $89K | 0.1% | 14,800 SH | New |
| HF SINCLAIR CORP | COM | $279K | 0.2%Prev: 1.1% | 6,800 SH | Decreased-8,800 SH |
| KINDER MORGAN INC/DE | COM | $376K | 0.3% | 12,800 SH | New |
| KINROSS GOLD CORP | COM | $169K | 0.1% | 10,800 SH | New |
| LINEAGE INC | COM | $9.8M | 7.9%Prev: 6.5% | 225,000 SH | Increased+45,000 SH |
| NEXTERA ENERGY INC | COM | $680K | 0.5%Prev: 1.5% | 9,800 SH | Decreased-4,800 SH |
| NEXTRACKER INC | CLASS A COM | $331K | 0.3% | 6,088 SH | New |
| PATTERSON-UTI ENERGY INC | COM | $527K | 0.4% | 88,800 SH | New |
| PERMIAN RESOURCES CORP | CLASS A COM | $392K | 0.3%Prev: 0.2% | 28,800 SH | Increased+19,200 SH |
| PG&E CORP | COM | $1.9M | 1.5%Prev: 2.5% | 133,600 SH | Decreased+6,800 SH |
| RH | COM | $18.0M | 14.4% | 95,000 SH | New |
| SHELL PLC | SPON ADS | $1.2M | 0.9%Prev: 0.8% | 16,800 SH | Increased+9,200 SH |
| SOUTHERN CO, THE | COM | $1.1M | 0.9% | 11,600 SH | New |
| SOUTHERN COPPER CORP | COM | $488K | 0.4% | 4,819 SH | New |
| TARGA RESOURCES CORP | COM | $1.2M | 1.0% | 6,888 SH | New |
| TECHNIPFMC PLC | COM | $747K | 0.6% | 21,688 SH | New |
| UBER TECHNOLOGIES INC | COM | $12.6M | 10.1%Prev: 11.8% | 135,000 SH | Increased-12,500 SH |
| VALERO ENERGY CORP | COM | $511K | 0.4%Prev: 0.5% | 3,800 SH | Increased+1,992 SH |
| VIPER ENERGY INC | CL A | $2.5M | 2.0%Prev: 3.2% | 65,600 SH | Decreased+4,000 SH |
| WHEATON PRECIOUS METALS CORP | COM | $251K | 0.2% | 2,800 SH | New |
| XCEL ENERGY INC | COM | $872K | 0.7%Prev: 2.1% | 12,800 SH | Decreased-10,800 SH |
| 13F-HR |
| 0001104659-26-092468 |
| $108.5M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076994 | $124.6M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001104659-26-059174 | $90.3M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001104659-25-046286 | $117.3M | View |