Holdings
SIR Capital Management, L.P.
As of Jun 30, 2026, SIR Capital Management, L.P. reported 74 positions worth US$821M. Largest: Exxon Mobil Corporation, Devon Energy Corporation and Permian Resources Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Exxon Mobil Corporation | 565K | US$77.3M | new | Jun 30, 2026 |
| Devon Energy Corporation | 1.75M | US$72.3M | +717K | Jun 30, 2026 |
| Permian Resources Corporation | 3.29M | US$60.6M | +1.08M | Jun 30, 2026 |
| Ovintiv Inc. (de) | 716K | US$37.7M | +80,375 | Jun 30, 2026 |
| Valero Energy Corporation | 124K | US$32.4M | new | Jun 30, 2026 |
| Antero Resources Corporation | 825K | US$29M | −419K | Jun 30, 2026 |
| Expand Energy Corporation | 234K | US$21.3M | −177K | Jun 30, 2026 |
| Mastec, Inc. | 50,469 | US$21M | +13,970 | Jun 30, 2026 |
| Tenaris S.a. | 369K | US$20.5M | new | Jun 30, 2026 |
| Teck Resources Limited Class A | 343K | US$20.4M | +169K | Jun 30, 2026 |