SIR Capital Management, L.P.

Est. AUM

$1.07B

13F long equity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ANTERO RESOURCES CORP	COM	$52.8M	1,244,157	4.93%	SOLE
2	DEVON ENERGY CORP NEW	COM	$52.0M	1,032,736	4.85%	SOLE
3	PERMIAN RESOURCES CORP	CLASS A COM	$47.0M	2,204,688	4.39%	SOLE
4	EXPAND ENERGY CORPORATION	COM	$45.1M	410,733	4.21%	SOLE
5	CENOVUS ENERGY INC	COM	$39.2M	1,476,500	3.66%	SOLE
6	ONEOK INC NEW	COM	$39.2M	433,188	3.66%	SOLE
7	OVINTIV INC	COM	$37.8M	636,025	3.53%	SOLE
8	HALLIBURTON CO	COM	$37.5M	961,400	3.50%	SOLE
9	FREEPORT MCMORAN INC	CL B	$32.8M	558,694	3.07%	SOLE
10	LIBERTY ENERGY INC	COM CL A	$30.9M	1,073,065	2.89%	SOLE
11	KINETIK HOLDINGS INC	COM NEW CL A	$30.5M	629,452	2.85%	SOLE
12	SUNCOR ENERGY INC NEW	COM	$28.7M	434,580	2.68%	SOLE
13	PHILLIPS 66	COM	$27.2M	149,104	2.54%	SOLE
14	MAGNOLIA OIL & GAS CORP	CL A	$26.9M	851,094	2.51%	SOLE
15	CHORD ENERGY CORPORATION	COM NEW	$25.5M	179,391	2.38%	SOLE
16	KINDER MORGAN INC DEL	COM	$24.8M	739,720	2.32%	SOLE
17	XCEL ENERGY INC	COM	$22.0M	276,435	2.05%	SOLE
18	TC ENERGY CORP	COM	$19.3M	308,500	1.80%	SOLE
19	PATTERSON-UTI ENERGY INC	COM	$18.6M	1,716,893	1.74%	SOLE
20	BUNGE GLOBAL SA	COM SHS	$17.4M	136,600	1.62%	SOLE
21	CHEVRON CORPORATION	COM	$16.0M	77,403	1.50%	SOLE
22	TARGA RES CORP	COM	$15.9M	63,424	1.48%	SOLE
23	NRG ENERGY INC	COM NEW	$14.8M	101,618	1.39%	SOLE
24	DELEK US HLDGS INC NEW	COM	$14.2M	314,054	1.32%	SOLE
25	SEADRILL LTD	COM	$13.7M	301,799	1.28%	SOLE
26	HUDBAY MINERALS INC	COM	$13.5M	644,518	1.26%	SOLE
27	CALIFORNIA RES CORP	COM STOCK	$13.1M	188,700	1.22%	SOLE
28	PROPETRO HLDG CORP	COM	$13.0M	903,130	1.22%	SOLE
29	UGI CORP NEW	COM	$12.8M	352,450	1.20%	SOLE
30	MASTEC INC	COM	$11.7M	36,499	1.10%	SOLE
31	RPC INC	COM	$11.3M	1,596,443	1.06%	SOLE
32	APA CORPORATION	COM	$9.9M	234,073	0.93%	SOLE
33	VENTURE GLOBAL INC	COM CL A	$9.7M	618,290	0.91%	SOLE
34	SEMPRA	COM	$9.7M	100,255	0.91%	SOLE
35	CORNING INC	COM	$9.7M	71,093	0.90%	SOLE
36	FORGENT POWER SOLUTIONS INC	COM SHS CL A	$9.4M	322,673	0.88%	SOLE
37	EOG RES INC	COM	$9.3M	64,600	0.87%	SOLE
38	SOLARIS ENERGY INFRAS INC	COM CL A	$9.3M	163,914	0.86%	SOLE
39	TECK RESOURCES LTD	CL B	$9.0M	173,900	0.84%	SOLE
40	VERTIV HOLDINGS CO	COM CL A	$9.0M	35,782	0.84%	SOLE
41	GENERAC HLDGS INC	COM	$8.0M	40,700	0.74%	SOLE
42	NVENT ELEC PLC	SHS	$7.9M	67,045	0.74%	SOLE
43	CACTUS INC	CL A	$7.9M	165,729	0.73%	SOLE
44	AMERICAN ELEC PWR CO INC	COM	$7.7M	58,400	0.71%	SOLE
45	EVGO INC	CL A COM	$7.5M	4,345,531	0.70%	SOLE
46	CHENIERE ENERGY INC	COM NEW	$7.3M	25,791	0.68%	SOLE
47	HONEYWELL INTL INC	COM	$7.1M	31,444	0.66%	SOLE
48	PROFRAC HLDG CORP	CLASS A COM	$6.8M	1,104,261	0.64%	SOLE
49	MODINE MFG CO	COM	$6.4M	29,408	0.60%	SOLE
50	EXELON CORP	COM	$6.3M	129,229	0.59%	SOLE

1–50 of 88

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.