SCP Investment, LP
SCP Investment, LP reported 47 holdings worth US$108M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
SCP Investment, LP reported 47 holdings worth US$108M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Uber Technologies, Inc. and Blackstone Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$108M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 42,500 | US$15.2M | 14.0% |
| Uber Technologies, Inc. | 148K | US$10.6M | 9.8% |
| Blackstone Inc. | 55,000 | US$6.47M | 6.0% |
| Amazon.com, Inc. | 25,000 | US$5.96M | 5.5% |
| Adobe Inc. | 24,000 | US$4.92M | 4.5% |
| Apple Inc | 10,000 | US$2.89M | 2.7% |
| Viper Energy, Inc. | 63,600 | US$2.7M | 2.5% |
| Diamondback Energy, Inc. | 13,608 | US$2.39M | 2.2% |
| Eqt Corporation | 44,800 | US$2.38M | 2.2% |
| Xcel Energy Inc. | 27,600 | US$2.22M | 2.0% |
| Nextpower Inc. | 16,688 | US$1.99M | 1.8% |
| American Electric Power Company, Inc. | 13,600 | US$1.86M | 1.7% |
| Energy Transfer Lp | 95,400 | US$1.82M | 1.7% |
| Pacific Gas & Electric Co. | 107K | US$1.8M | 1.7% |
| Dba Sempra | 17,600 | US$1.63M | 1.5% |
| Halliburton Company | 46,400 | US$1.58M | 1.5% |
| Ge Vernova Inc. | 1,288 | US$1.51M | 1.4% |
| Ovintiv Inc. (de) | 26,800 | US$1.41M | 1.3% |
| Chevron Corporation | 8,400 | US$1.39M | 1.3% |
| Phillips 66 | 8,188 | US$1.38M | 1.3% |
| Cameco Corporation | 12,600 | US$1.28M | 1.2% |
| Targa Resources, Inc. | 4,566 | US$1.22M | 1.1% |
| Permian Resources Corporation | 63,600 | US$1.17M | 1.1% |
| Eog Resources, Inc. | 8,800 | US$1.14M | 1.1% |
| Array Technologies, Inc. | 137K | US$1.01M | 0.93% |
| Nrg Energy, Inc. | 6,800 | US$993K | 0.92% |
| Duke Energy Corporation (holding Company) | 7,600 | US$962K | 0.89% |
| Valero Energy Corporation | 3,608 | US$940K | 0.87% |
| First Solar, Inc. | 3,968 | US$936K | 0.86% |
| Cheniere Energy, Inc. | 3,200 | US$765K | 0.71% |
| Baker Hughes Company | 12,800 | US$710K | 0.65% |
| Golar Lng Limited | 12,800 | US$638K | 0.59% |
| Conocophillips | 5,600 | US$582K | 0.54% |
| Energy Fuels Inc. | 36,800 | US$534K | 0.49% |
| Vistra Corp. | 2,800 | US$444K | 0.41% |
| Freeport-mcmoran, Inc. | 6,800 | US$428K | 0.39% |
| Venture Global, Inc. | 26,800 | US$298K | 0.27% |
| Coeur Mining, Inc. | 16,808 | US$274K | 0.25% |
| Sunrun Inc. | 20,088 | US$269K | 0.25% |
| Uranium Energy Corp. | 16,800 | US$179K | 0.17% |
| Hecla Mining Company | 10,800 | US$167K | 0.15% |
| Hf Sinclair Corporation | 0 | US$0 | 0.00% |
| Lineage, Inc. | 0 | US$0 | 0.00% |
| Marathon Petroleum Corporation | 0 | US$0 | 0.00% |
| Mirion Technologies, Inc. | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
| Shoals Technologies Group, Inc. | 0 | US$0 | 0.00% |
| Bp Plc | 0 | US$0 | 0.00% |
| Caesars Entertainment, Inc. | 0 | US$0 | 0.00% |
| Expand Energy Corporation | 0 | US$0 | 0.00% |
| Helmerich & Payne, Inc. | 0 | US$0 | 0.00% |
Source
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