Keyframe Capital Partners, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 28, 2026), Keyframe Capital Partners, L.P. reported 1 stock position worth $229 thousand. Its top holding was Stem (STEM) at 100.0% of the portfolio. Compared with Q4 2025, it sold out of 1. The biggest sale was an exit from Forum Energy Technologies (FET).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001830175
- Portfolio Value
- $229K (Q1 2026)
- SEC Filing
- 0001172661-26-002444 ↗ filed May 28, 2026
Holdings Value
Holdings 1 stocks · $229K
| STEM Stem Inc. | 100.00% | 25,924 | $229K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| FET Forum Energy Technologies Inc. | Sold out | 0.00% | −98.21 |
Portfolio Buys Q4 2025 → Q1 2026
| None this quarter. | |||
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 |