Keyframe Capital Partners, L.P.
Keyframe Capital Partners, L.P. is a hedge fund based in New York, NY. The firm manages discretionary assets for institutional and professional investors, with a focus on public equities and credit. It is registered as an investment adviser with the SEC and reports under the CIK 0001830175. Keyframe Capital has operated since at least 2020 and manages public equity and credit portfolios, serving a small number of clients.
Investment Strategy
Keyframe Capital Partners, L.P. primarily invests in public equities and credit instruments, executing a fundamental research-driven approach. Its portfolios exhibit concentrated positions, often focusing on a handful of companies with deep due diligence. The firm appears to favor a long/short equity and event-driven strategy based on 13F holdings, indicating a focus on select industries and opportunistic investments in value and special situations.
Top Holdings
Equity Positions (2)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GTX | GARRETT MOTION INC | 54.06% | $19.4M | 1,849,438 | $7.01 | $10.51 | -$6.9M |
F FET | FORUM ENERGY TECHNOLOGIES IN | 45.94% | $16.5M | 848,519 | $24.54 | $19.47 | +$790.7K |