SCP Investment, LP

Institutional manager (13F) · CIK 1730961

13F holdings · as of 2026-03-31 · top 48 · reported portfolio $90M

#	Issuer	Value	Shares
1	ALPHABET INC	$12M	42,500
2	UBER TECHNOLOGIES INC	$11M	147,500
3	AMAZON COM INC	$7M	35,000
4	LINEAGE INC	$6M	180,000
5	CAESARS ENTERTAINMENT INC NE	$5M	180,000
6	VIPER ENERGY INC	$3M	61,600
7	APPLE INC	$3M	10,000
8	DIAMONDBACK ENERGY INC	$2M	12,608
9	CONOCOPHILLIPS	$2M	17,068
10	PG&E CORP	$2M	126,800
11	EQT CORP	$2M	29,800
12	XCEL ENERGY INC	$2M	23,600
13	FIRST SOLAR INC	$2M	8,968
14	ENERGY TRANSFER L P	$2M	88,600
15	ARRAY TECHNOLOGIES INC	$2M	232,800
16	AMERICAN ELEC PWR CO INC	$2M	12,600
17	SLB LIMITED	$2M	30,400
18	CHEVRON CORPORATION	$2M	7,400
19	SEMPRA	$2M	15,600
20	SELECT SECTOR SPDR TR	$1M	10,000
21	PHILLIPS 66	$1M	7,688
22	HALLIBURTON CO	$1M	35,600
23	NEXTERA ENERGY INC	$1M	14,600
24	VISTRA CORP	$1M	8,800
25	EOG RES INC	$1M	8,800
26	CAMECO CORP	$1M	10,400
27	OVINTIV INC	$997k	16,800
28	HF SINCLAIR CORP	$973k	15,600
29	EXPAND ENERGY CORPORATION	$966k	8,800
30	ENERGY FUELS INC	$891k	48,800
31	NEXTPOWER INC	$830k	6,888
32	CHENIERE ENERGY INC	$795k	2,800
33	SHELL PLC	$707k	7,600
34	MARATHON PETE CORP	$705k	2,888
35	NRG ENERGY INC	$701k	4,800
36	FREEPORT MCMORAN INC	$564k	9,600
37	HELMERICH & PAYNE INC	$533k	14,800
38	COEUR MNG INC	$518k	27,608
39	BP PLC	$508k	10,800
40	VALERO ENERGY CORP	$447k	1,808
41	GE VERNOVA INC	$426k	488
42	TARGA RES CORP	$421k	1,678
43	SHOALS TECHNOLOGIES GROUP IN	$382k	58,000
44	MIRION TECHNOLOGIES INC	$349k	18,800
45	GOLAR LNG LTD	$260k	4,800
46	URANIUM ENERGY CORP	$213k	15,800
47	PERMIAN RESOURCES CORP	$205k	9,600
48	VENTURE GLOBAL INC	$170k	10,800

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.