USA Compression Partners, LP
In the published model solve dated 2026-Q2, anchored at $25.80, USA Compression Partners, LP (USAC) is priced for +1.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• USA Compression Partners rents large-horsepower natural-gas compression equipment under contract, a fee-based service whose fleet ran at 92.4% horsepower utilization at the end of 2024, near practical capacity. [Source: USAC FY2024 10-K] • The defining feature is leverage: the partnership carries about $3.0 billion of total debt, roughly nine times operating income, against which it pays a high distribution covered 1.72 times by distributable cash flow in Q1 2026. [Source: USAC Q1 2026 earning
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113 institutional managers reported holding USAC in 13F filings for the quarter ended 2026-03-31. Together they hold about 35% of the company; the top 10 hold 32%. 22 opened new positions that quarter. Held by Invesco, Goldman Sachs, Morgan Stanley, among others. On the short side, 2.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (11.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at USAC over the trailing three years: 2024: 1 buy totaling $247k; 2025: 5 buys totaling $235k; 2026: 1 buy totaling $268k. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
USAC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | +0.1% | +19.5% |
| 2023-11-01 | +2.5% | -4.0% |
| 2024-02-14 | -4.8% | +9.8% |
| 2024-05-08 | +4.0% | -5.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
USAC's latest 8-K filings: 2026-08-05 (items 7.01); 2026-08-04 (items 2.02, 9.01); 2026-07-06 (items 3.03, 5.03, 8.01, 9.01); 2026-06-22 (items 7.01); 2026-05-27 (items 7.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.