0001104659-23-087214.txt : 20230803 0001104659-23-087214.hdr.sgml : 20230803 20230803145524 ACCESSION NUMBER: 0001104659-23-087214 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230803 DATE AS OF CHANGE: 20230803 EFFECTIVENESS DATE: 20230803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCP Investment, LP CENTRAL INDEX KEY: 0001730961 IRS NUMBER: 811674683 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18441 FILM NUMBER: 231139485 BUSINESS ADDRESS: STREET 1: 4 ORINDA WAY, SUITE 180-D CITY: ORINDA STATE: CA ZIP: 94563 BUSINESS PHONE: 925-253-1800 MAIL ADDRESS: STREET 1: 4 ORINDA WAY, SUITE 180-D CITY: ORINDA STATE: CA ZIP: 94563 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001730961 XXXXXXXX 06-30-2023 06-30-2023 false SCP Investment, LP

4 Orinda Way, Suite 180-D Orinda CA 94563

13F HOLDINGS REPORT 028-18441 000283397 N Kara Dille 925-253-6195 /s/ Kara Dille Orinda CA 08-03-2023 0 43 123600148 INFORMATION TABLE 2 infotable.xml AMARIN CORP PLC SPONS ADR NEW 023111206 5057500 4250000 SH SOLE 4250000 0 0 CONTAINER STORE GROUP INC, THE COM 210751103 1648500 525000 SH SOLE 525000 0 0 UBER TECHNOLOGIES INC COM 90353T100 19426500 450000 SH SOLE 450000 0 0 APPLE INC COM 037833100 1939700 10000 SH SOLE 10000 0 0 ALPHABET INC CL A CAP STK CL A 02079K305 3591000 30000 SH SOLE 30000 0 0 RH COM 74967X103 17303475 52500 SH SOLE 52500 0 0 CAESARS ENTERTAINMENT INC COM 12769G100 22936500 450000 SH SOLE 450000 0 0 CNX RESOURCES CORP COM 12653C108 2658000 150000 SH SOLE 150000 0 0 GOGO INC COM 38046C109 7314300 430000 SH SOLE 430000 0 0 AMARIN CORP PLC SPONS ADR NEW 023111206 2677500 2250000 SH SOLE 2250000 0 0 CONTAINER STORE GROUP INC, THE COM 210751103 706500 225000 SH SOLE 225000 0 0 UBER TECHNOLOGIES INC COM 90353T100 6475500 150000 SH SOLE 150000 0 0 CAESARS ENTERTAINMENT INC COM 12769G100 10194000 200000 SH SOLE 200000 0 0 RH COM 74967X103 7415775 22500 SH SOLE 22500 0 0 ALPHABET INC CL A CAP STK CL A 02079K305 1795500 15000 SH SOLE 15000 0 0 CNX RESOURCES CORP COM 12653C108 1329000 75000 SH SOLE 75000 0 0 GOGO INC COM 38046C109 3657150 215000 SH SOLE 215000 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 492760 38800 SH SOLE 38800 0 0 TRANSOCEAN LTD REG SHS H8817H100 271988 38800 SH SOLE 38800 0 0 BAKER HUGHES CO CL A 05722G100 404608 12800 SH SOLE 12800 0 0 BP PLC SPONSORED ADR 055622104 239972 6800 SH SOLE 6800 0 0 SCHLUMBERGER LTD COM STK 806857108 392960 8000 SH SOLE 8000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 274248 1800 SH SOLE 1800 0 0 CONOCOPHILLIPS COM 20825C104 504373 4868 SH SOLE 4868 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 207180 1000 SH SOLE 1000 0 0 HESS CORP COM 42809H107 282776 2080 SH SOLE 2080 0 0 FIRST SOLAR INC COM 336433107 206818 1088 SH SOLE 1088 0 0 KINROSS GOLD CORP COM 496902404 56286 11800 SH SOLE 11800 0 0 CANADIAN NATURAL RESOURCES LTD COM 136385101 213788 3800 SH SOLE 3800 0 0 DRIL-QUIP INC COM 262037104 232700 10000 SH SOLE 10000 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 588681 2188 SH SOLE 2188 0 0 PLUG POWER INC COM NEW 72919P202 205722 19800 SH SOLE 19800 0 0 TARGA RESOURCES CORP COM 87612G101 593580 7800 SH SOLE 7800 0 0 STEM INC COM 85859N102 233376 40800 SH SOLE 40800 0 0 OCCIDENTAL PETROLEUM CORP COM 674599105 341040 5800 SH SOLE 5800 0 0 EVGO INC CL A COM 30052F100 40000 10000 SH SOLE 10000 0 0 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 200412 22800 SH SOLE 22800 0 0 FLUENCE ENERGY INC COM CL A 34379V103 340992 12800 SH SOLE 12800 0 0 SHELL PLC SPON ADS 780259305 277748 4600 SH SOLE 4600 0 0 FREYR BATTERY SA SHS L4135L100 231880 24800 SH SOLE 24800 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 140288 12800 SH SOLE 12800 0 0 ALTUS POWER INC COM CL A 02217A102 209520 38800 SH SOLE 38800 0 0 MARATHON OIL CORP COM 565849106 290052 12600 SH SOLE 12600 0 0