SIR Capital Management, L.P.
SIR Capital Management, L.P. reported 79 holdings worth US$870M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
SIR Capital Management, L.P. reported 79 holdings worth US$870M as of Jun 30, 2026. Largest: Exxon Mobil Corporation, Devon Energy Corporation and Permian Resources Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 79
- Value as reported
- US$870M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Exxon Mobil Corporation | 565K | US$77.3M | 8.9% |
| Devon Energy Corporation | 1.75M | US$72.3M | 8.3% |
| Permian Resources Corporation | 3.29M | US$60.6M | 7.0% |
| Ovintiv Inc. (de) | 716K | US$37.7M | 4.3% |
| Valero Energy Corporation | 124K | US$32.4M | 3.7% |
| Antero Resources Corporation | 825K | US$29M | 3.3% |
| Expand Energy Corporation | 234K | US$21.3M | 2.5% |
| Mastec, Inc. | 50,469 | US$21M | 2.4% |
| Tenaris S.a. | 369K | US$20.5M | 2.4% |
| Teck Resources Limited Class A | 343K | US$20.4M | 2.3% |
| Cheniere Energy, Inc. | 81,344 | US$19.4M | 2.2% |
| Delek Us Holdings, Inc. | 363K | US$18.5M | 2.1% |
| Cenovus Energy Inc. | 674K | US$16.7M | 1.9% |
| Amphenol Corporation | 86,310 | US$15.2M | 1.7% |
| Targa Resources, Inc. | 54,424 | US$14.6M | 1.7% |
| Viper Energy, Inc. | 334K | US$14.2M | 1.6% |
| Imperial Oil Limited | 119K | US$13.4M | 1.5% |
| Freeport-mcmoran, Inc. | 207K | US$13M | 1.5% |
| Propetro Holding Corp. | 836K | US$12M | 1.4% |
| California Resources Corporation | 218K | US$11.5M | 1.3% |
| Vertiv Holdings, Llc | 33,987 | US$11.4M | 1.3% |
| Albemarle Corporation | 83,342 | US$11.3M | 1.3% |
| Enphase Energy, Inc. | 221K | US$10.9M | 1.2% |
| Antero Midstream Corporation | 468K | US$10.6M | 1.2% |
| Modine Manufacturing Company | 39,144 | US$10.5M | 1.2% |
| Seadrill Limited | 261K | US$9.87M | 1.1% |
| Primoris Services Corporation | 93,640 | US$9.28M | 1.1% |
| Pbf Energy Inc. | 201K | US$9.13M | 1.0% |
| Comfort Systems Usa, Inc. | 4,394 | US$8.71M | 1.0% |
| Precision Drilling Corporation | 113K | US$8.69M | 1.00% |
| Solaris Energy Infrastructure, Inc. | 108K | US$8.69M | 1.00% |
| Nrg Energy, Inc. | 59,418 | US$8.68M | 1.00% |
| Evgo Inc. | 4.35M | US$8.3M | 0.95% |
| Halliburton Company | 230K | US$7.82M | 0.90% |
| Liberty Energy Inc. | 298K | US$7.8M | 0.90% |
| Baker Hughes Company | 138K | US$7.67M | 0.88% |
| Fluor Corporation | 132K | US$6.94M | 0.80% |
| Dycom Industries, Inc. | 13,377 | US$6.76M | 0.78% |
| Tc Energy Corporation | 98,262 | US$6.51M | 0.75% |
| Darling Ingredients Inc. | 114K | US$6.22M | 0.71% |
| Magnolia Oil & Gas Corporation | 228K | US$5.82M | 0.67% |
| Chord Energy Corporation | 49,048 | US$5.61M | 0.64% |
| Usa Rare Earth, Inc. | 250K | US$5.4M | 0.62% |
| Kinder Morgan, Inc. | 162K | US$5.19M | 0.60% |
| Nextpower Inc. | 43,359 | US$5.17M | 0.59% |
| Texas Pacific Land Corporation | 11,200 | US$4.9M | 0.56% |
| Sm Energy Company | 183K | US$4.77M | 0.55% |
| Sigma Lithium Corporation | 376K | US$4.75M | 0.55% |
| Carrier Global Corporation | 60,300 | US$4.42M | 0.51% |
| Parker-hannifin Corporation | 4,463 | US$4.37M | 0.50% |
| Clean Energy Fuels Corp. | 2.1M | US$4.31M | 0.50% |
| Tidewater Inc. | 61,850 | US$4.12M | 0.47% |
| Itt Inc. | 20,200 | US$3.99M | 0.46% |
| Atlas Energy Solutions Inc. | 231K | US$3.84M | 0.44% |
| Northern Oil And Gas, Inc. | 210K | US$3.82M | 0.44% |
| Centrus Energy Corp. | 20,821 | US$3.5M | 0.40% |
| Oneok, Inc. | 37,613 | US$3.27M | 0.38% |
| Ugi Corporation | 91,226 | US$3.15M | 0.36% |
| Erock, Inc. | 176K | US$2.55M | 0.29% |
| Cameco Corporation | 21,200 | US$2.16M | 0.25% |
| Cummins Inc. | 2,900 | US$2.07M | 0.24% |
| Corning Incorporated | 8,088 | US$2.07M | 0.24% |
| Venture Global, Inc. | 181K | US$2.02M | 0.23% |
| Golar Lng Limited | 37,100 | US$1.85M | 0.21% |
| Tetra Technologies, Inc. | 160K | US$1.81M | 0.21% |
| Kinetik Holdings Inc. | 32,391 | US$1.57M | 0.18% |
| Sable Offshore Corp. | 458K | US$1.41M | 0.16% |
| Ge Vernova Inc. | 1,088 | US$1.28M | 0.15% |
| Ralliant Corporation | 16,400 | US$1.21M | 0.14% |
| Bkv Corporation | 41,500 | US$1.14M | 0.13% |
| Opal Fuels Inc. | 374K | US$822K | 0.09% |
| Sterling Infrastructure, Inc. | 895 | US$751K | 0.09% |
| Solv Energy, Inc. | 21,450 | US$730K | 0.08% |
| Net Power Inc. | 110K | US$183K | 0.02% |
| Profrac Holding Corp. | 0 | US$0 | 0.00% |
| Rpc, Inc. | 0 | US$0 | 0.00% |
| Dba Sempra | 0 | US$0 | 0.00% |
| Suncor Energy Inc. | 0 | US$0 | 0.00% |
| United Rentals, Inc. | 0 | US$0 | 0.00% |
| Vistra Corp. | 0 | US$0 | 0.00% |
| Xcel Energy Inc. | 0 | US$0 | 0.00% |
| American Electric Power Company, Inc. | 0 | US$0 | 0.00% |
| Apa Corporation | 0 | US$0 | 0.00% |
| Cactus, Inc. Class A Common Stock | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Eog Resources, Inc. | 0 | US$0 | 0.00% |
| Exelon Corporation | 0 | US$0 | 0.00% |
| Fermi Inc. | 0 | US$0 | 0.00% |
| Flowco Holdings Inc. | 0 | US$0 | 0.00% |
| Forgent Power Solutions, Inc. | 0 | US$0 | 0.00% |
| Generac Holdings Inc. | 0 | US$0 | 0.00% |
| Hess Midstream Lp | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Hudbay Minerals Inc | 0 | US$0 | 0.00% |
| Itron, Inc. | 0 | US$0 | 0.00% |
| Kbr, Inc. | 0 | US$0 | 0.00% |
| Lennox International, Inc. | 0 | US$0 | 0.00% |
| Patterson-uti Energy, Inc. | 0 | US$0 | 0.00% |
| Phillips 66 | 0 | US$0 | 0.00% |
Source
View original at SEC
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