DOSSIER · 13F-HR · Q1 2026

SCF Partners, Inc.

$32M in tracked AUM across 1 positions as of Q1 2026.

SP
CIK 0001085550 · last filed Mar 31, 2026
Total AUM
$32M
as of Q1 2026
Holdings
1
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026
Portfolio Overview

SCF Partners, Inc.’s 13F as of 2025-12-31 shows a highly concentrated, single-name portfolio with a reported total market value of $125.15 million. The filer lists 1 holding (100.0% of the portfolio) and no trading activity during the quarter (no new, sold, increased or reduced positions). The reported portfolio value increased by +52.6% from $81.99 million at 2025-09-30 to $125.15 million at 2025-12-31, an absolute increase of $43.16 million. Because the holding count and s...

Key observable metrics:

  • Total portfolio value: $125.15M
  • Number of holdings: 1
  • Concentration: 100% in a single security
  • Quarter-over-quarter value change: +52.6% (+$43.16M)
  • No trading activity reported during the quarter
Key Holdings
  • National Energy Services Reunited Corp. (NESR): reported value $125.15M, 7.99M shares, representing 100.0% of the portfolio.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
G6375R107
National Energy Services Reunited Corp.
$32M1.5M100.0%

Filing history

2026Q1Mar 31
$32M 74.3%
1 positionsView →
2025Q4Dec 31
$125M 52.6%
1 positionsView →
2025Q3Sep 30
$82M 70.4%
1 positionsView →
2025Q2Jun 30
$48M 18.2%
1 positionsLocked
2025Q1Mar 31
$59M 21.3%
1 positionsLocked
2024Q4Dec 31
$75M 223.6%
2 positionsLocked
2024Q3Sep 30
$23M 21.0%
2 positionsLocked
2024Q2Jun 30
$29M 20.8%
2 positionsLocked
2024Q1Mar 31
$37M 21.8%
2 positionsLocked
2023Q4Dec 31
$47M 39.8%
2 positionsLocked
2023Q3Sep 30
$79M 31.3%
2 positionsLocked
2023Q2Jun 30
$114M 34.5%
2 positionsLocked
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