Scp Investment, Lp Top Holdings and 13F Report (2024) → The Only Energy Play You Should Be Looking At (From Wealthpin Pro) (Ad) About Scp Investment, LpInvestment ActivityScp Investment, Lp has $159.00 million in total holdings as of March 31, 2024.Scp Investment, Lp owns shares of 51 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 20.24% of the portfolio was purchased this quarter.About 14.46% of the portfolio was sold this quarter.This quarter, Scp Investment, Lp has purchased 49 new stocks and bought additional shares in 16 stocks.Scp Investment, Lp sold shares of 15 stocks and completely divested from 6 stocks this quarter.Largest Holdings Caesars Entertainment $39,366,000RH $26,293,630Uber Technologies $24,251,850Alphabet $16,602,300Gogo $9,658,000 Largest New Holdings this Quarter Canada Goose $6,633,000 HoldingFluence Energy $499,392 HoldingVIPER ENERGY INC $415,368 HoldingSPDR Gold Shares $411,440 HoldingHF Sinclair $410,516 Holding Largest Purchases this Quarter Alphabet 55,000 shares (about $8.30M)RTX 72,500 shares (about $7.07M)Canada Goose 550,000 shares (about $6.63M)Gogo 445,000 shares (about $3.91M)AES 80,000 shares (about $1.43M) Largest Sales this Quarter Uber Technologies 235,000 shares (about $18.09M)Targa Resources 5,000 shares (about $559.95K)Chevron 3,000 shares (about $473.22K)Kinross Gold 40,000 shares (about $245.20K)First Solar 1,290 shares (about $217.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofScp Investment, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCZRCaesars Entertainment$39,366,0000.0%900,00024.8%Consumer DiscretionaryRHRH$26,293,6300.0%75,50016.5%Consumer StaplesUBERUber Technologies$24,251,850$18,092,650 ▼-42.7%315,00015.3%Computer and TechnologyGOOGLAlphabet$16,602,300$8,301,150 ▲100.0%110,00010.4%Computer and TechnologyGOGOGogo$9,658,000$3,907,100 ▲67.9%1,100,0006.1%Computer and TechnologyRTXRTX$7,314,750$7,070,925 ▲2,900.0%75,0004.6%AerospaceGOOSCanada Goose$6,633,000$6,633,000 ▲New Holding550,0004.2%Retail/WholesaleCOPConocoPhillips$2,376,063$254,560 ▲12.0%18,6681.5%Oils/EnergyAMRNAmarin$2,227,0000.0%2,500,0001.4%MedicalAAPLApple$1,714,8000.0%10,0001.1%Computer and TechnologyAESAES$1,645,974$1,434,400 ▲678.0%91,8001.0%UtilitiesSHELShell$1,629,072$100,560 ▲6.6%24,3001.0%Oils/EnergyFSLRFirst Solar$1,618,454$217,752 ▼-11.9%9,5881.0%Oils/EnergySLBSchlumberger$1,578,528$438,480 ▲38.5%28,8001.0%Oils/EnergyCHENIERE ENERGY INC$983,808$209,664 ▲27.1%6,1000.6%COM NEWFANGDiamondback Energy$952,801$199,755 ▲26.5%4,8080.6%Oils/EnergyEQTEQT$919,336$259,490 ▲39.3%24,8000.6%Oils/EnergyXOMExxon Mobil$906,672$116,240 ▲14.7%7,8000.6%Oils/EnergyTCSThe Container Store Group$855,0000.0%750,0000.5%Consumer DiscretionaryCVXChevron$757,152$473,220 ▼-38.5%4,8000.5%Oils/EnergyBKRBaker Hughes$696,800$134,000 ▲23.8%20,8000.4%Oils/EnergyRIGTransocean$638,601$253,712 ▲65.9%101,6880.4%Oils/EnergyGTLSChart Industries$625,936$46,122 ▼-6.9%3,8000.4%Industrial ProductsFTITechnipFMC$597,618$125,550 ▼-17.4%23,8000.4%Oils/EnergyETEnergy Transfer$531,674$78,650 ▼-12.9%33,8000.3%Oils/EnergyVALValaris$511,7680.0%6,8000.3%Oils/EnergyFLNCFluence Energy$499,392$499,392 ▲New Holding28,8000.3%Oils/EnergyHESHess$427,3920.0%2,8000.3%Oils/EnergyVIPER ENERGY INC$415,368$415,368 ▲New Holding10,8000.3%CL AGLDSPDR Gold Shares$411,440$411,440 ▲New Holding2,0000.3%FinanceDINOHF Sinclair$410,516$410,516 ▲New Holding6,8000.3%Oils/EnergyCNQCanadian Natural Resources$366,336$152,640 ▼-29.4%4,8000.2%Oils/EnergyBPBP$361,728$105,504 ▲41.2%9,6000.2%Oils/EnergySHLSShoals Technologies Group$355,524$143,104 ▼-28.7%31,8000.2%Oils/EnergySRESempra$332,429$332,429 ▲New Holding4,6280.2%UtilitiesSCCOSouthern Copper$330,2120.0%3,1000.2%Basic MaterialsWFRDWeatherford International$323,176$115,420 ▼-26.3%2,8000.2%Oils/EnergyFCXFreeport-McMoRan$319,736$319,736 ▲New Holding6,8000.2%Basic MaterialsCVECenovus Energy$295,852$79,960 ▲37.0%14,8000.2%Oils/EnergyPAASPan American Silver$283,5040.0%18,8000.2%Basic MaterialsSTEMStem$269,125$108,869 ▼-28.8%122,8880.2%Computer and TechnologyRUNSunrun$258,328$89,624 ▲53.1%19,6000.2%Oils/EnergyXELXcel Energy$204,250$204,250 ▲New Holding3,8000.1%UtilitiesTRGPTarga Resources$201,582$559,950 ▼-73.5%1,8000.1%Oils/EnergySPROTT PHYSICAL GOLD TRUST$186,840$124,560 ▼-40.0%10,8000.1%UNITHLHecla Mining$186,6280.0%38,8000.1%Basic MaterialsAMPSAltus Power$185,464$95,600 ▼-34.0%38,8000.1%Oils/EnergyNOVASunnova Energy International$176,605$6,130 ▼-3.4%28,8100.1%Oils/EnergyKGCKinross Gold$164,284$245,200 ▼-59.9%26,8000.1%Basic MaterialsCHPTChargePoint$77,5200.0%40,8000.0%Auto/Tires/TrucksEVGOEVgo$70,2800.0%28,0000.0%Auto/Tires/TrucksSOSouthern$0$548,198 ▼-100.0%00.0%UtilitiesNXTNextracker$0$423,943 ▼-100.0%00.0%Oils/EnergyARRYArray Technologies$0$413,899 ▼-100.0%00.0%Oils/EnergyKMIKinder Morgan$0$413,321 ▼-100.0%00.0%Oils/EnergyENPHEnphase Energy$0$313,292 ▼-100.0%00.0%Oils/EnergyAEMAgnico Eagle Mines$0$291,853 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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