Scp Investment, Lp Top Holdings and 13F Report (2025) About Scp Investment, LpInvestment ActivityScp Investment, Lp has $124.59 million in total holdings as of June 30, 2025.Scp Investment, Lp owns shares of 43 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.75% of the portfolio was purchased this quarter.About 11.67% of the portfolio was sold this quarter.This quarter, Scp Investment, Lp has purchased 46 new stocks and bought additional shares in 10 stocks.Scp Investment, Lp sold shares of 11 stocks and completely divested from 16 stocks this quarter.Largest Holdings Gogo $22,754,000RH $17,955,950Caesars Entertainment $17,459,850Uber Technologies $12,595,500Alphabet $11,014,375 Largest New Holdings this Quarter 023111404 - AMARIN CORP PLC $2,027,500 Holding69331C108 - Pacific Gas & Electric $1,862,384 Holding91913Y100 - Valero Energy $510,796 Holding13321L108 - Cameco $504,764 Holding84265V105 - Southern Copper $487,500 Holding Largest Purchases this Quarter AMARIN CORP PLC 125,000 shares (about $2.03M)LINEAGE INC 45,000 shares (about $1.96M)Pacific Gas & Electric 133,600 shares (about $1.86M)EQT 16,800 shares (about $979.78K)VIPER ENERGY INC 23,800 shares (about $907.49K) Largest Sales this Quarter PERMIAN RESOURCES CORP 88,000 shares (about $1.20M)TechnipFMC 33,912 shares (about $1.17M)First Solar 7,000 shares (about $1.16M)Nextracker 13,512 shares (about $734.65K)NextEra Energy 9,000 shares (about $624.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofScp Investment, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOGOGogo$22,754,0000.0%1,550,00018.3%Computer and TechnologyRHRH$17,955,9500.0%95,00014.4%Consumer StaplesCZRCaesars Entertainment$17,459,8500.0%615,00014.0%Consumer DiscretionaryUBERUber Technologies$12,595,5000.0%135,00010.1%Computer and TechnologyGOOGLAlphabet$11,014,3750.0%62,5008.8%Computer and TechnologyLINEAGE INC$9,792,000$1,958,400 ▲25.0%225,0007.9%COMVIPER ENERGY INC$2,501,328$907,494 ▲56.9%65,6002.0%CL AGOOSCanada Goose$2,238,0000.0%200,0001.8%Retail/WholesaleAAPLApple$2,051,7000.0%10,0001.6%Computer and TechnologyAMARIN CORP PLC$2,027,500$2,027,500 ▲New Holding125,0001.6%SPONSORED ADRPCGPacific Gas & Electric$1,862,384$1,862,384 ▲New Holding133,6001.5%UtilitiesCOPConocoPhillips$1,854,746$448,700 ▼-19.5%20,6681.5%EnergyEQTEQT$1,772,928$979,776 ▲123.5%30,4001.4%EnergyFSLRFirst Solar$1,438,212$1,158,780 ▼-44.6%8,6881.2%EnergyCVXChevron$1,374,624$286,380 ▼-17.2%9,6001.1%EnergyETEnergy Transfer$1,211,084$18,130 ▼-1.5%66,8001.0%EnergyTRGPTarga Resources$1,199,063$313,344 ▼-20.7%6,8881.0%EnergySHELShell$1,182,888$70,410 ▲6.3%16,8000.9%EnergySOSouthern$1,065,228$165,294 ▲18.4%11,6000.9%UtilitiesFANGDiamondback Energy$935,4190.0%6,8080.8%EnergyBKRBaker Hughes$874,152$460,080 ▲111.1%22,8000.7%EnergyXELXcel Energy$871,680$272,400 ▲45.5%12,8000.7%UtilitiesFTITechnipFMC$746,935$1,167,930 ▼-61.0%21,6880.6%EnergyXOMExxon Mobil$733,040$215,600 ▲41.7%6,8000.6%EnergyNEENextEra Energy$680,316$624,780 ▼-47.9%9,8000.5%UtilitiesARRYArray Technologies$599,440$252,520 ▲72.8%101,6000.5%EnergyPTENPatterson-UTI Energy$526,584$360,544 ▲217.1%88,8000.4%EnergyVLOValero Energy$510,796$510,796 ▲New Holding3,8000.4%EnergyCCJCameco$504,764$504,764 ▲New Holding6,8000.4%Basic MaterialsSCCOSouthern Copper$487,500$487,500 ▲New Holding4,8190.4%Basic MaterialsEOGEOG Resources$454,518$454,518 ▲New Holding3,8000.4%EnergySILGlobal X Silver Miners ETF$423,632$423,632 ▲New Holding8,8000.3%ETFPERMIAN RESOURCES CORP$392,256$1,198,560 ▼-75.3%28,8000.3%CLASS A COMKMIKinder Morgan$376,320$376,320 ▲New Holding12,8000.3%EnergyNXTNextracker$331,005$734,648 ▼-68.9%6,0880.3%EnergyHALHalliburton$301,624$179,344 ▼-37.3%14,8000.2%EnergyGTLSChart Industries$296,370$246,975 ▼-45.5%1,8000.2%IndustrialsDINOHF Sinclair$279,344$279,344 ▲New Holding6,8000.2%EnergyBWXTBWX Technologies$259,308$259,308 ▲New Holding1,8000.2%AerospaceWPMWheaton Precious Metals$251,440$251,440 ▲New Holding2,8000.2%Basic MaterialsKGCKinross Gold$168,804$168,804 ▲New Holding10,8000.1%Basic MaterialsEOSEEos Energy Enterprises$147,456$147,456 ▲New Holding28,8000.1%IndustrialsHLHecla Mining$88,6520.0%14,8000.1%Basic MaterialsAMRNAmarin$0$1,120,250 ▼-100.0%00.0%MedicalPEGPublic Service Enterprise Group$0$1,020,520 ▼-100.0%00.0%UtilitiesPWRQuanta Services$0$965,884 ▼-100.0%00.0%ConstructionCNQCanadian Natural Resources$0$763,840 ▼-100.0%00.0%EnergyCHENIERE ENERGY INC$0$647,920 ▼-100.0%00.0%COM NEWSLBSchlumberger$0$576,840 ▼-100.0%00.0%EnergyDVNDevon Energy$0$478,720 ▼-100.0%00.0%EnergySUSuncor Energy$0$456,896 ▼-100.0%00.0%EnergyBPBP$0$432,512 ▼-100.0%00.0%EnergyPARRPar Pacific$0$410,688 ▼-100.0%00.0%EnergyNRGNRG Energy$0$362,748 ▼-100.0%00.0%UtilitiesFLNCFluence Energy$0$285,180 ▼-100.0%00.0%EnergyPAASPan American Silver$0$253,134 ▼-100.0%00.0%Basic MaterialsBEBloom Energy$0$251,805 ▼-100.0%00.0%EnergyCDECoeur Mining$0$123,136 ▼-100.0%00.0%Basic MaterialsSTEMStem$0$17,055 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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