13F-HR filed by SCP Investment, LP
SCP Investment, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 47 holding rows worth $108,478,756.
- Accession
- 0001104659-26-092468
- Filer
- CIK 1730961
- Filed
- 2026-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 47 entries on the cover page, a total value of $108,478,756 stated on the cover page (in dollars after the unit check, H1), rows summing to $108,478,756 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 42,500 | $15,188,225 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 147,500 | $10,643,600 | dollars as filed | |
| BIRKENSTOCK HOLDING PLC | M2029K104 | COM SHS | 215,000 | $9,251,450 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 55,000 | $6,471,850 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 40,000 | $6,346,400 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 25,000 | $5,958,500 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 24,000 | $4,920,480 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 90,000 | $3,125,700 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,000 | $2,893,600 | dollars as filed | |
| VIPER ENERGY INC | 64361Q101 | CL A | 63,600 | $2,696,640 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 13,608 | $2,392,014 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 44,800 | $2,382,016 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 27,600 | $2,216,280 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 16,688 | $1,988,208 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 13,600 | $1,860,616 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 95,400 | $1,824,048 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 106,800 | $1,796,376 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 17,600 | $1,631,696 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 46,400 | $1,575,280 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 33,400 | $1,552,766 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,288 | $1,513,220 | dollars as filed | |
| OVINTIV INC | 69047Q102 | COM | 26,800 | $1,411,020 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 8,400 | $1,392,384 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 8,188 | $1,384,181 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 12,600 | $1,283,436 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 4,566 | $1,224,327 | dollars as filed | |
| PERMIAN RESOURCES CORP CLASS A COM | 71424F105 | Stock | 63,600 | $1,170,876 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 8,800 | $1,141,624 | dollars as filed | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 136,800 | $1,013,688 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 6,800 | $993,208 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 7,600 | $962,008 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 3,608 | $939,668 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 3,968 | $936,289 | dollars as filed | |
| YPF SOCIEDAD ANONIMA | 984245100 | SPON ADR CL D | 19,600 | $891,212 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 3,200 | $764,832 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 12,800 | $710,400 | dollars as filed | |
| GOLAR LNG LTD | G9456A100 | SHS | 12,800 | $637,952 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 5,600 | $582,176 | dollars as filed | |
| ENERGY FUELS INC | 292671708 | COM NEW | 36,800 | $533,600 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 2,800 | $444,164 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 6,800 | $427,652 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 26,800 | $298,284 | dollars as filed | |
| COEUR MNG INC COM NEW | 192108504 | Stock | 16,808 | $274,307 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 20,088 | $268,777 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 3,288 | $217,994 | dollars as filed | |
| URANIUM ENERGY CORP COM | 916896103 | Stock | 16,800 | $179,088 | dollars as filed | |
| HECLA MNG CO | 422704106 | COM | 10,800 | $166,644 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-092468 | this filing | 2026-08-07 | acceptance time not in the bulk data set |