CIK 1434997
SIR Capital Management, L.P.
Institutional 13F holdings & portfolio
Holdings
80
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 80
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VNOM | VIPER ENERGY INC | 1.5M | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 1.5M | $1M+ | SH |
| PR | PERMIAN RESOURCES CORP | 2.6M | $1M+ | SH |
| OKE | ONEOK INC NEW | 473K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 625K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 525K | $1M+ | SH |
| AM | ANTERO MIDSTREAM CORP | 1.8M | $1M+ | SH |
| CTRA | COTERRA ENERGY INC | 1.1M | $1M+ | SH |
| MTZ | MASTEC INC | 132K | $1M+ | SH |
| TRP | TC ENERGY CORP | 502K | $1M+ | SH |
| DINO | HF SINCLAIR CORP | 530K | $1M+ | SH |
| KNTK | KINETIK HOLDINGS INC | 672K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 305K | $1M+ | SH |
| MGY | MAGNOLIA OIL & GAS CORP | 1.0M | $1M+ | SH |
| — | SUNOCOCORP LLC | 384K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 506K | $1M+ | SH |
| AR | ANTERO RESOURCES CORP | 515K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 122K | $1M+ | SH |
| OVV | OVINTIV INC | 419K | $1M+ | SH |
| SU | SUNCOR ENERGY INC NEW | 362K | $1M+ | SH |
| HBM | HUDBAY MINERALS INC | 745K | $1M+ | SH |
| PSX | PHILLIPS 66 | 107K | $1M+ | SH |
| EXE | EXPAND ENERGY CORPORATION | 120K | $1M+ | SH |
| PUMP | PROPETRO HLDG CORP | 1.3M | $1M+ | SH |
| BG | BUNGE GLOBAL SA | 143K | $1M+ | SH |
| EVGO | EVGO INC | 4.3M | $1M+ | SH |
| OGS | ONE GAS INC | 163K | $1M+ | SH |
| UGI | UGI CORP NEW | 330K | $1M+ | SH |
| GPOR | GULFPORT ENERGY CORP | 55K | $1M+ | SH |
| NRG | NRG ENERGY INC | 71K | $1M+ | SH |
| SLB | SLB LIMITED | 270K | $1M+ | SH |
| NE | NOBLE CORP PLC | 336K | $1M+ | SH |
| EXC | EXELON CORP | 211K | $1M+ | SH |
| CVE | CENOVUS ENERGY INC | 526K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 55K | $1M+ | SH |
| MOD | MODINE MFG CO | 65K | $1M+ | SH |
| ETN | EATON CORP PLC | 27K | $1M+ | SH |
| URI | UNITED RENTALS INC | 11K | $1M+ | SH |
| NVT | NVENT ELECTRIC PLC | 81K | $1M+ | SH |
| SGML | SIGMA LITHIUM CORPORATION | 597K | $1M+ | SH |
| GLW | CORNING INC | 90K | $1M+ | SH |
| SEI | SOLARIS ENERGY INFRAS INC | 165K | $1M+ | SH |
| GEV | GE VERNOVA INC | 12K | $1M+ | SH |
| VNT | VONTIER CORPORATION | 176K | $1M+ | SH |
| EME | EMCOR GROUP INC | 10K | $1M+ | SH |
| CMI | CUMMINS INC | 12K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 49K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 6K | $1M+ | SH |
| SDRL | SEADRILL LTD | 154K | $1M+ | SH |
| STRL | STERLING INFRASTRUCTURE INC | 17K | $1M+ | SH |