UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
06-30-2025
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
SCP Investment, LP
Address:
21 Orinda Way, Suite C-381
Orinda, CA 94563
Form 13F File Number:
028-18441

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Kara Dille
Title:
CFO, COO and CCO
Phone:
925-253-6195


Signature, Place, and Date of Signing:

Kara Dille
                         [Signature]
Orinda, CALIFORNIA
                 [City, State]
08-12-2025
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
73
Form 13F Information table Value Total:
124592715
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
APPLE INCCOM0378331002,051,70010,000SHSOLE10,000 0 0
ALPHABET INC CL ACAP STK CL A02079K3055,286,90030,000SHSOLE30,000 0 0
RHCOM74967X10310,206,54054,000SHSOLE54,000 0 0
CANADA GOOSE HOLDINGS INCSHS SUB VTG1350861061,342,800120,000SHSOLE120,000 0 0
CAESARS ENTERTAINMENT INCCOM12769G10010,646,250375,000SHSOLE375,000 0 0
AMARIN CORP PLCSPONSORED ADR0231114041,378,70085,000SHSOLE85,000 0 0
UBER TECHNOLOGIES INCCOM90353T1006,997,50075,000SHSOLE75,000 0 0
GOGO INCCOM38046C10912,698,200865,000SHSOLE865,000 0 0
LINEAGE INCCOM53566V1065,222,400120,000SHSOLE120,000 0 0
AMARIN CORP PLCSPONSORED ADR023111404648,80040,000SHSOLE40,000 0 0
UBER TECHNOLOGIES INCCOM90353T1004,431,75047,500SHSOLE47,500 0 0
CAESARS ENTERTAINMENT INCCOM12769G1006,316,775222,500SHSOLE222,500 0 0
RHCOM74967X1036,804,36036,000SHSOLE36,000 0 0
ALPHABET INC CL ACAP STK CL A02079K3053,524,60020,000SHSOLE20,000 0 0
GOGO INCCOM38046C1098,587,800585,000SHSOLE585,000 0 0
CANADA GOOSE HOLDINGS INCSHS SUB VTG135086106783,30070,000SHSOLE70,000 0 0
LINEAGE INCCOM53566V1063,699,20085,000SHSOLE85,000 0 0
ENERGY TRANSFER LPCOM UT LTD PTN29273V100703,44438,800SHSOLE38,800 0 0
TECHNIPFMC PLCCOMG87110105306,1038,888SHSOLE8,888 0 0
EOG RESOURCES INCCOM26875P101454,5183,800SHSOLE3,800 0 0
VALERO ENERGY CORPCOM91913Y100510,7963,800SHSOLE3,800 0 0
CHEVRON CORPCOM166764100687,3124,800SHSOLE4,800 0 0
HALLIBURTON COCOM406216101301,62414,800SHSOLE14,800 0 0
BAKER HUGHES COCL A05722G100874,15222,800SHSOLE22,800 0 0
CONOCOPHILLIPSCOM20825C104795,8148,868SHSOLE8,868 0 0
HECLA MINING COCOM42270410688,65214,800SHSOLE14,800 0 0
WHEATON PRECIOUS METALS CORPCOM962879102251,4402,800SHSOLE2,800 0 0
DIAMONDBACK ENERGY INCCOM25278X109385,8192,808SHSOLE2,808 0 0
CHART INDUSTRIES INCCOM16115Q308296,3701,800SHSOLE1,800 0 0
FIRST SOLAR INCCOM336433107478,0802,888SHSOLE2,888 0 0
KINROSS GOLD CORPCOM496902404168,80410,800SHSOLE10,800 0 0
EQT CORPCOM26884L109979,77616,800SHSOLE16,800 0 0
SOUTHERN COPPER CORPCOM84265V105487,5004,819SHSOLE4,819 0 0
PG&E CORPCOM69331C1081,226,72088,000SHSOLE88,000 0 0
EXXON MOBIL CORPCOM30231G102517,4404,800SHSOLE4,800 0 0
ARRAY TECHNOLOGIES INCCOM SHS04271T100405,92068,800SHSOLE68,800 0 0
TARGA RESOURCES CORPCOM87612G101676,8233,888SHSOLE3,888 0 0
CAMECO CORPCOM13321L108504,7646,800SHSOLE6,800 0 0
EOS ENERGY ENTERPRISES INCCOM CL A29415C101147,45628,800SHSOLE28,800 0 0
SHELL PLCSPON ADS780259305633,6909,000SHSOLE9,000 0 0
PERMIAN RESOURCES CORPCLASS A COM71424F105392,25628,800SHSOLE28,800 0 0
HF SINCLAIR CORPCOM403949100279,3446,800SHSOLE6,800 0 0
NEXTERA ENERGY INCCOM65339F101680,3169,800SHSOLE9,800 0 0
SOUTHERN CO, THECOM842587107532,6145,800SHSOLE5,800 0 0
KINDER MORGAN INC/DECOM49456B101376,32012,800SHSOLE12,800 0 0
XCEL ENERGY INCCOM98389B100599,2808,800SHSOLE8,800 0 0
NEXTRACKER INCCLASS A COM65290E101331,0056,088SHSOLE6,088 0 0
VIPER ENERGY INCCL A9279591061,479,44438,800SHSOLE38,800 0 0
PATTERSON-UTI ENERGY INCCOM703481101526,58488,800SHSOLE88,800 0 0
GLOBAL X SILVER MINERSGLOBAL X SILVER37954Y848423,6328,800SHSOLE8,800 0 0
BWX TECHNOLOGIES INCCOM05605H100259,3081,800SHSOLE1,800 0 0
GOGO INCCOM38046C1091,468,000100,000SHSOLE100,000 0 0
UBER TECHNOLOGIES INCCOM90353T1001,166,25012,500SHSOLE12,500 0 0
CAESARS ENTERTAINMENT INCCOM12769G100496,82517,500SHSOLE17,500 0 0
SHELL PLCSPON ADS780259305549,1987,800SHSOLE7,800 0 0
CONOCOPHILLIPSCOM20825C1041,058,93211,800SHSOLE11,800 0 0
ALPHABET INC CL ACAP STK CL A02079K3052,202,87512,500SHSOLE12,500 0 0
RHCOM74967X103945,0505,000SHSOLE5,000 0 0
FIRST SOLAR INCCOM336433107960,1325,800SHSOLE5,800 0 0
CANADA GOOSE HOLDINGS INCSHS SUB VTG135086106111,90010,000SHSOLE10,000 0 0
XCEL ENERGY INCCOM98389B100272,4004,000SHSOLE4,000 0 0
DIAMONDBACK ENERGY INCCOM25278X109549,6004,000SHSOLE4,000 0 0
LINEAGE INCCOM53566V106870,40020,000SHSOLE20,000 0 0
TECHNIPFMC PLCCOMG87110105440,83212,800SHSOLE12,800 0 0
VIPER ENERGY INCCL A9279591061,021,88426,800SHSOLE26,800 0 0
ENERGY TRANSFER LPCOM UT LTD PTN29273V100507,64028,000SHSOLE28,000 0 0
EQT CORPCOM26884L109793,15213,600SHSOLE13,600 0 0
TARGA RESOURCES CORPCOM87612G101522,2403,000SHSOLE3,000 0 0
CHEVRON CORPCOM166764100687,3124,800SHSOLE4,800 0 0
EXXON MOBIL CORPCOM30231G102215,6002,000SHSOLE2,000 0 0
SOUTHERN CO, THECOM842587107532,6145,800SHSOLE5,800 0 0
PG&E CORPCOM69331C108635,66445,600SHSOLE45,600 0 0
ARRAY TECHNOLOGIES INCCOM SHS04271T100193,52032,800SHSOLE32,800 0 0