Keyframe Capital Partners, L.P.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Keyframe Capital Partners, L.P. reported 3 stock positions worth $40.8 million. Its top holding was Forum Energy Technologies (FET) at 55.5% of the portfolio, followed by Garrett Motion (GTX, 43.4%) and Stem (STEM, 1.1%). Compared with Q2 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Stem (STEM) and the biggest sale Garrett Motion (GTX, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001830175
- Portfolio Value
- $40.8M (Q3 2025)
- SEC Filing
- 0001172661-25-005083 ↗ filed Nov 14, 2025
Holdings Value
Holdings 3 stocks · $40.8M
Portfolio Sells Q2 2025 → Q3 2025
| GTX Garrett Motion Inc. | Reduce -29.7% | 43.37% | −10.68 |
Portfolio Buys Q2 2025 → Q3 2025
| STEM Stem Inc. | New | 1.08% | +1.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1 | $202K | STEM |
| Q1 2026 | 1 | $229K | STEM |
| Q4 2025 | 2 | $21.8M | FET, STEM |
| Q3 2025 | 3 | $40.8M | FET, GTX, STEM |
| Q2 2025 | 2 | $36.0M | GTX, FET |
| Q1 2025 | 2 | $42.1M | GTX, FET |
| Q4 2024 | 2 | $44.9M | GTX, FET |
| Q3 2024 | 5 | $52.0M | GTX, FET, PBF, EVVAQ, HE |
| Q2 2024 | 4 | $54.2M | GTX, FET, PBF, EVVAQ |
| Q1 2024 | 4 | $73.8M | GTX, FET, PBF, EVVAQ |