Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
CAESARS ENTERTAINMENT INC | 900,000 | +180,000 | $38,503 |
CZR | 900,000 | +180,000 | $38,503 |
UBER TECHNOLOGIES INC | 550,000 | UNCH | $33,864 |
UBER | 550,000 | UNCH | $33,864 |
GOGO INC | 655,000 | -270,000 | $6,635 |
GOGO | 655,000 | -270,000 | $6,635 |
RAYTHEON TECHNOLOGIES CORP | 75,000 | -30,000 | $6,458 |
RTX | 75,000 | -30,000 | $6,458 |
AMARIN CORP PLC | 2,500,000 | -500,000 | $2,175 |
AMRN | 2,500,000 | -500,000 | $2,175 |
CONOCOPHILLIPS | 16,668 | +3,500 | $1,927 |
COP | 16,668 | +3,500 | $1,927 |
FIRST SOLAR INC | 10,878 | +6,690 | $1,865 |
FSLR | 10,878 | +6,690 | $1,865 |
CONTAINER STORE GROUP INC THE | 750,000 | UNCH | $1,710 |
TCS | 750,000 | UNCH | $1,710 |
SHELL PLC | 22,800 | +4,000 | $1,480 |
SHEL | 22,800 | +4,000 | $1,480 |
CHEVRON CORP | 7,800 | +4,000 | $1,232 |
CVX | 7,800 | +4,000 | $1,232 |
SCHLUMBERGER LTD | 20,800 | +12,000 | $1,115 |
SLB | 20,800 | +12,000 | $1,115 |
CHENIERE ENERGY INC | 4,800 | +1,000 | $767 |
LNG | 4,800 | +1,000 | $767 |
SHOALS TECHNOLOGIES GROUP INC | 44,600 | +44,600 | $763 |
SHLS | 44,600 | +44,600 | $763 |
STEM INC | 172,600 | +7,800 | $734 |
STEM | 172,600 | +7,800 | $734 |
EXXON MOBIL CORP | 6,800 | +6,800 | $715 |
XOM | 6,800 | +6,800 | $715 |
EQT CORP | 17,800 | +17,800 | $681 |
EQT | 17,800 | +17,800 | $681 |
DIAMONDBACK ENERGY INC | 3,800 | +2,000 | $589 |
FANG | 3,800 | +2,000 | $589 |
TECHNIPFMC PLC | 28,800 | +18,000 | $561 |
FTI | 28,800 | +18,000 | $561 |
SOUTHERN CO THE | 7,800 | +7,800 | $548 |
SO | 7,800 | +7,800 | $548 |
TARGA RESOURCES CORP | 6,800 | UNCH | $547 |
TRGP | 6,800 | UNCH | $547 |
BAKER HUGHES CO | 16,800 | +4,000 | $546 |
BKR | 16,800 | +4,000 | $546 |
CHART INDUSTRIES INC | 4,080 | +4,080 | $528 |
GTLS | 4,080 | +4,080 | $528 |
VALARIS LTD | 6,800 | -800 | $517 |
VAL | 6,800 | -800 | $517 |
ENERGY TRANSFER LP | 38,800 | -30,000 | $506 |
ET | 38,800 | -30,000 | $506 |
SUNNOVA ENERGY INTERNATIONAL INC | 29,810 | +29,810 | $455 |
NOVA | 29,810 | +29,810 | $455 |
CANADIAN NATURAL RESOURCES LTD | 6,800 | +6,800 | $425 |
CNQ | 6,800 | +6,800 | $425 |
NEXTRACKER INC | 9,800 | +9,800 | $424 |
NXT | 9,800 | +9,800 | $424 |
TRANSOCEAN LTD | 61,288 | +61,288 | $419 |
RIG | 61,288 | +61,288 | $419 |
ARRAY TECHNOLOGIES INC | 23,800 | +14,000 | $414 |
ARRY | 23,800 | +14,000 | $414 |
KINDER MORGAN INC DE | 22,800 | +22,800 | $413 |
KMI | 22,800 | +22,800 | $413 |
HESS CORP | 2,800 | +1,400 | $398 |
HES | 2,800 | +1,400 | $398 |
KINROSS GOLD CORP | 66,800 | +48,000 | $379 |
KGC | 66,800 | +48,000 | $379 |
ALTUS POWER INC | 58,800 | +13,200 | $378 |
AMPS | 58,800 | +13,200 | $378 |
WEATHERFORD INTERNATIONAL PLC | 3,800 | +3,800 | $360 |
WFRD | 3,800 | +3,800 | $360 |
ENPHASE ENERGY INC | 2,688 | +2,688 | $355 |
ENPH | 2,688 | +2,688 | $355 |
PAN AMERICAN SILVER CORP | 18,800 | +18,800 | $307 |
PAAS | 18,800 | +18,800 | $307 |
AGNICO EAGLE MINES LTD | 5,600 | +5,600 | $292 |
AEM | 5,600 | +5,600 | $292 |
SPROTT PHYSICAL GOLD TRUST | 18,000 | +18,000 | $278 |
PHYS | 18,000 | +18,000 | $278 |
SOUTHERN COPPER CORP | 3,100 | -1,700 | $267 |
SCCO | 3,100 | -1,700 | $267 |
SUNRUN INC | 12,800 | UNCH | $251 |
RUN | 12,800 | UNCH | $251 |
BP PLC | 6,800 | +6,800 | $235 |
BP | 6,800 | +6,800 | $235 |
AES CORP | 11,800 | -13,600 | $211 |
AES | 11,800 | -13,600 | $211 |
CENOVUS ENERGY INC | 10,800 | -8,000 | $199 |
CVE | 10,800 | -8,000 | $199 |
HECLA MINING CO | 38,800 | +10,000 | $181 |
HL | 38,800 | +10,000 | $181 |
EVGO INC | 28,000 | UNCH | $100 |
EVGO | 28,000 | UNCH | $100 |
CHARGEPOINT HOLDINGS INC | 40,800 | -6,000 | $95 |
CHPT | 40,800 | -6,000 | $95 |
RH | 75,500 | +3,000 | $22 |
RH | 75,500 | +3,000 | $22 |
ALPHABET INC CL A | 55,000 | UNCH | $8 |
GOOGL | 55,000 | UNCH | $8 |
See Full List: All Stocks Held By SCP Investment LP
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By SCP Investment LP
Size ($ in 1000's)
At 12/31/2023: $111,834 At 09/30/2023: $131,513 SCP Investment LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SCP Investment LP 13F filings. Link to 13F filings: SEC filings |