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Keyframe Capital Partners, L.P.
Hedge Fund • Distressed
Keyframe Capital Partners, L.P. is a Distressed Hedge Fund based in Hendersonville, TN led by John Ross Rapaport, reporting $864.2M in AUM as of Q3 2025 with 56% Energy concentration, with only 3 positions, and 56% allocation to FET.
CIOJohn Ross Rapaport
- Portfolio Value
- $40.8M
- Positions
- 3
- Top Holding
- FET at 55.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Keyframe Capital Partners, L.P.'s portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Oil & Gas Equipment & Services Energy | $22.7M | 55.54% | — | 7.13% 848.5K shares | |
Auto - Parts Consumer Cyclical | $17.7M | 43.37% | -$7.5M Sold | 0.64% 1.3M shares | |
Software - Infrastructure Technology | $441.3K | 1.08% | +$441.3K New | 0.30% 25.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Keyframe Capital Partners, L.P.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-29.74% |
Analytics
Portfolio insights and performance metrics for Keyframe Capital Partners, L.P.
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