SCF Partners, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), SCF Partners, Inc. reported 2 stock positions worth $74.8 million. Its top holding was National Energy Services Reu (NESR) at 95.8% of the portfolio, followed by Nine Energy Service (NINEQ, 4.2%). Compared with Q3 2024, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in National Energy Services Reu (NESR) and the biggest sale Nine Energy Service (NINEQ, shares −69%).