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Keyframe Capital Partners, L.P.

CIK:0001830175
Hedge Fund
$36M AUM
2 holdings
New York, NY, United States
Founded:2020
14 employees
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Keyframe Capital Partners, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 2 equity positions with a total 13F market value of $36M. The fund increased holdings in Forum Energy Technologies in, Garrett Motion Inc.. Keyframe Capital Partners, L.P. reduced exposure to Garrett Motion Inc., Forum Energy Technologies in.

Top Buys
G
GTXGARRETT MOTION INC
-$6.9M
F
FETFORUM ENERGY TECHNOLOGIES IN
+$790.7K
Top Sells
G
GTXGARRETT MOTION INC
-$6.9M
F
FETFORUM ENERGY TECHNOLOGIES IN
+$790.7K

Top Holdings

G
GTXGARRETT MOTION INC
+54.1%$19.4M
F
FETFORUM ENERGY TECHNOLOGIES IN
+45.9%$16.5M

Equity Positions (2)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
GARRETT MOTION INC54.06%$19.4M1,849,438$7.01$10.51-$6.9M
FORUM ENERGY TECHNOLOGIES IN45.94%$16.5M848,519$24.54$19.47+$790.7K

Industry Allocation

OIL & GAS FIELD MACHINERY & EQUIPMENT
+55.5%
MOTOR VEHICLE PARTS & ACCESSORIES
+43.4%
MISCELLANEOUS ELECTRICAL MACHINERY, EQUIPMENT & SUPPLIES
+1.1%