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Disclosery

13F-HR filed by SCP Investment, LP

SCP Investment, LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 43 holding rows worth $124,592,715.

Accession
0001104659-25-076994
Filer
CIK 1730961
Filed
2025-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 73 entries on the cover page, a total value of $124,592,715 stated on the cover page (in dollars after the unit check, H1), rows summing to $124,592,715 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
GOGO INC38046C109COM1,550,000$22,754,000dollars as filed
RH74967X103COM95,000$17,955,950dollars as filed
CAESARS ENTERTAINMENT INC NE12769G100COM615,000$17,459,850dollars as filed
Uber Technologies90353T100COM135,000$12,595,500dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM62,500$11,014,375dollars as filed
LINEAGE INC COM53566V106REIT225,000$9,792,000dollars as filed
VIPER ENERGY INC927959106CL A65,600$2,501,328dollars as filed
CANADA GOOSE HLDGS INC SHS SUB VTG135086106Stock200,000$2,238,000dollars as filed
Apple Inc037833100COM10,000$2,051,700dollars as filed
AMARIN CORP PLC023111404SPONSORED ADR125,000$2,027,500dollars as filed
PG&E CORP COM69331C108Stock133,600$1,862,384dollars as filed
ConocoPhillips20825C104COM20,668$1,854,746dollars as filed
EQT CORP COM26884L109Stock30,400$1,772,928dollars as filed
FIRST SOLAR INC COM336433107Stock8,688$1,438,212dollars as filed
Chevron Corporation166764100COM9,600$1,374,624dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN66,800$1,211,084dollars as filed
TARGA RES CORP COM87612G101Stock6,888$1,199,063dollars as filed
SHELL PLC SPON ADS780259305ADR16,800$1,182,888dollars as filed
Southern Company842587107COM11,600$1,065,228dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock6,808$935,419dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock22,800$874,152dollars as filed
XCELENERGY INC98389B100COM12,800$871,680dollars as filed
TECHNIPFMC PLC COMG87110105Stock21,688$746,935dollars as filed
EXXON MOBIL CORP30231G102COM6,800$733,040dollars as filed
NextEra Energy,Inc.65339F101COM9,800$680,316dollars as filed
ARRAY TECHNOLOGIES, INC.04271T100COM SHS101,600$599,440dollars as filed
PATTERSON-UTI ENERGY INC703481101COM88,800$526,584dollars as filed
VALERO ENERGY CORP COM91913Y100Stock3,800$510,796dollars as filed
CAMECO CORP COM13321L108Stock6,800$504,764dollars as filed
SOUTHERN COPPER CORP84265V105COM4,819$487,500dollars as filed
EOG RES INC COM26875P101Stock3,800$454,518dollars as filed
GLOBAL X FDS37954Y848GLOBAL X SILVER8,800$423,632dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock28,800$392,256dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock12,800$376,320dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock6,088$331,005dollars as filed
HALLIBURTON CO COM406216101Stock14,800$301,624dollars as filed
CHART INDS INC16115Q308COM1,800$296,370dollars as filed
HF SINCLAIR CORP COM403949100Stock6,800$279,344dollars as filed
BWX TECHNOLOGIES INC05605H100COM1,800$259,308dollars as filed
WHEATON PRECIOUS METALS CORP COM962879102Stock2,800$251,440dollars as filed
KINROSS GOLD CORP496902404COM10,800$168,804dollars as filed
EOS ENERGY ENTERPRISES INC COM CL A29415C101Stock28,800$147,456dollars as filed
HECLA MNG CO422704106COM14,800$88,652dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-25-076994this filing2025-08-13acceptance time not in the bulk data set