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Disclosery

13F-HR filed by SCP Investment, LP

SCP Investment, LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-09, with 46 holding rows worth $117,301,649.

Accession
0001104659-25-046286
Filer
CIK 1730961
Filed
2025-05-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 77 entries on the cover page, a total value of $117,301,649 stated on the cover page (in dollars after the unit check, H1), rows summing to $117,301,649 with VALUE read as dollars as filed, 13F file number 028-18441. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
RH74967X103COM95,000$22,268,950dollars as filed
CAESARS ENTERTAINMENT INC NE12769G100COM615,000$15,375,000dollars as filed
GOGO INC38046C109COM1,550,000$13,361,000dollars as filed
LINEAGE INC COM53566V106REIT180,000$10,553,400dollars as filed
Uber Technologies90353T100COM135,000$9,836,100dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM62,500$9,665,000dollars as filed
ConocoPhillips20825C104COM25,668$2,695,653dollars as filed
Apple Inc037833100COM10,000$2,221,300dollars as filed
FIRST SOLAR INC COM336433107Stock15,688$1,983,434dollars as filed
Chevron Corporation166764100COM11,600$1,940,564dollars as filed
VIPER ENERGY INC927959106CL A41,800$1,887,270dollars as filed
TECHNIPFMC PLC COMG87110105Stock55,600$1,761,964dollars as filed
TARGA RES CORP COM87612G101Stock8,688$1,741,683dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock116,800$1,617,680dollars as filed
CANADA GOOSE HLDGS INC SHS SUB VTG135086106Stock200,000$1,590,000dollars as filed
NextEra Energy,Inc.65339F101COM18,800$1,332,732dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN67,800$1,260,402dollars as filed
SHELL PLC SPON ADS780259305ADR15,800$1,157,824dollars as filed
AMARIN CORP PLC023111206SPONS ADR NEW2,500,000$1,120,250dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock6,808$1,088,463dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock12,400$1,020,520dollars as filed
QUANTA SVCS INC74762E102COM3,800$965,884dollars as filed
Southern Company842587107COM9,800$901,110dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock19,600$825,944dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock24,800$763,840dollars as filed
EQT CORP COM26884L109Stock13,600$726,648dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock2,800$647,920dollars as filed
XCELENERGY INC98389B100COM8,800$622,952dollars as filed
HALLIBURTON CO COM406216101Stock23,600$598,732dollars as filed
Schlumberger Limited806857108COM13,800$576,840dollars as filed
EXXON MOBIL CORP30231G102COM4,800$570,864dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock12,800$478,720dollars as filed
CHART INDS INC16115Q308COM3,300$476,388dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock10,800$474,660dollars as filed
SUNCOR ENERGY INC NEW COM867224107Stock11,800$456,896dollars as filed
BP PLC SPONSORED ADR055622104ADR12,800$432,512dollars as filed
PAR PAC HOLDINGS INC69888T207COM NEW28,800$410,688dollars as filed
NRG ENERGY INC COM NEW629377508Stock3,800$362,748dollars as filed
ARRAY TECHNOLOGIES, INC.04271T100COM SHS58,800$286,356dollars as filed
FLUENCE ENERGY INC34379V103COM CL A58,800$285,180dollars as filed
PAN AMERN SILVER CORP697900108COM9,800$253,134dollars as filed
BLOOM ENERGY CORP093712107COM12,808$251,805dollars as filed
PATTERSON-UTI ENERGY INC703481101COM28,000$230,160dollars as filed
COEUR MNG INC COM NEW192108504Stock20,800$123,136dollars as filed
HECLA MNG CO422704106COM14,800$82,288dollars as filed
STEM INC85859N102COM48,688$17,055dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-25-046286this filing2025-05-09acceptance time not in the bulk data set