AI Analysis · Q1 2026 · 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...
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.
Filing history
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