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 51–80 of 80
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WFRD | WEATHERFORD INTL PLC | 58K | $1M+ | SH |
| CLNE | CLEAN ENERGY FUELS CORP | 2.1M | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 31K | $1M+ | SH |
| PDS | PRECISION DRILLING CORP | 56K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 14K | $1M+ | SH |
| DOV | DOVER CORP | 18K | $1M+ | SH |
| LBRT | LIBERTY ENERGY INC | 178K | $1M+ | SH |
| DY | DYCOM INDS INC | 10K | $1M+ | SH |
| FTI | TECHNIPFMC PLC | 67K | $1M+ | SH |
| OII | OCEANEERING INTL INC | 120K | $1M+ | SH |
| BTE | BAYTEX ENERGY CORP | 814K | $1M+ | SH |
| ITRI | ITRON INC | 28K | $1M+ | SH |
| MUR | MURPHY OIL CORP | 82K | $1M+ | SH |
| HAL | HALLIBURTON CO | 90K | $1M+ | SH |
| EE | EXCELERATE ENERGY INC | 86K | $1M+ | SH |
| FRMI | FERMI INC | 282K | $1M+ | SH |
| ITT | ITT INC | 13K | $1M+ | SH |
| CCJ | CAMECO CORP | 23K | $1M+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 12K | $1M+ | SH |
| USAR | USA RARE EARTH INC | 153K | $1M+ | SH |
| ARRY | ARRAY TECHNOLOGIES INC | 182K | $1M+ | SH |
| TTI | TETRA TECHNOLOGIES INC DEL | 155K | $1M+ | SH |
| WHD | CACTUS INC | 29K | $1M+ | SH |
| NESR | NATIONAL ENERGY SERVICES REU | 78K | $1M+ | SH |
| LEU | CENTRUS ENERGY CORP | 5K | $1M+ | SH |
| BKV | BKV CORP | 37K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 12K | $500K+ | SH |
| OPAL | OPAL FUELS INC | 374K | $500K+ | SH |
| XPRO | EXPRO GROUP HOLDINGS NV | 59K | $500K+ | SH |
| NPWR | NET POWER INC | 103K | $100K–$500K | SH |