StockDriftsStockDriftsTop 1 SCF Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NESR | National Energy Services Reunited Corp. | 100% | 1.50M | $32.2M | -81.23%(-6.49M) | $9.20(+189.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.65% | +103.15% | +13.00% | +84.26% |
| Top 20 Holdings Unweighted | +22.22% | +82.55% | +12.98% | +84.08% |
SCF Partners, Inc. reports $32.20M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is NESR (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +103.15% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SCF Partners, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1085550). View SCF Partners, Inc.’s 13F filings on SEC