Keyframe Capital Partners, L.P.
•CIK: 1830175•Filing: Q4 2025
Keyframe Capital Partners, L.P. manages $22M across a concentrated portfolio of two key positions. The fund's largest allocation is to FET, representing $21.4M of its total assets. The remaining capital is deployed in STEM, holding $0.4M. This structure indicates a highly focused, concentrated investment strategy within its current mandate.
Total AUM
$21.8M
QoQ Performance
-46.7%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
FET
FET98.2%
STEM1.8%
📈 Biggest Buys
STEM
STEM INC
+2.9%
1.8% of portfolio
📉 Biggest Sells
FET
FORUM ENERGY TECHNOLOGIES IN
-31.8%
98.2% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑1 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023