The Analysis of SIR Capital Management, L.P.'s Holdings
Currently, SIR Capital Management, L.P. holds 80 types of securities in its portfolio with a total value $903.8M. In the most recent quarter, they have increased their positions in N/A (+384.1K shares, valued at $18.9M), ALB (+122.1K shares, valued at $17.3M), OVV (+418.7K shares, valued at $16.4M); decreased their positions in DVN (-954.0K shares, valued at $34.9M), PR (-2.3M shares, valued at $31.8M), MUR (-1.0M shares, valued at $31.4M); initiated new positions in N/A (+384.1K shares, valued at $18.9M), ALB (+122.1K shares, valued at $17.3M), OVV (+418.7K shares, valued at $16.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
KMI KINDER MORGAN INC DEL1.5M shares-16.04%2025-12-312026-02-13
PR PERMIAN RESOURCES CORP2.6M shares-46.23%2025-12-312026-02-13 OKE ONEOK INC NEW472.6K shares-27.85%2025-12-312026-02-13 FCX FREEPORT-MCMORAN INC625.0K shares84.59%2025-12-312026-02-13 WMB WILLIAMS COS INC525.2K shares39.99%2025-12-312026-02-13 AM ANTERO MIDSTREAM CORP1.8M shares28.13%2025-12-312026-02-13 CTRA COTERRA ENERGY INC1.1M shares5.06%2025-12-312026-02-13 MTZ MASTEC INC131.9K shares-2.14%2025-12-312026-02-13 TRP TC ENERGY CORP502.2K shares-39.14%2025-12-312026-02-13 DINO HF SINCLAIR CORP530.2K shares-9.04%2025-12-312026-02-13 KNTK KINETIK HOLDINGS INC672.1K shares195.14%2025-12-312026-02-13 XEL XCEL ENERGY INC305.3K shares74.96%2025-12-312026-02-13 MGY MAGNOLIA OIL & GAS CORP1.0M shares-41.91%2025-12-312026-02-13 SUNOCOCORP LLC SUNOCOCORP LLC384.1K sharesnew addition2025-12-312026-02-13 DVN DEVON ENERGY CORP NEW505.7K shares-65.35%2025-12-312026-02-13 AR ANTERO RESOURCES CORP514.7K shares-46.29%2025-12-312026-02-13 ALB ALBEMARLE CORP122.1K sharesnew addition2025-12-312026-02-13 OVV OVINTIV INC418.7K sharesnew addition2025-12-312026-02-13 SU SUNCOR ENERGY INC NEW362.3K sharesnew addition2025-12-312026-02-13 HBM HUDBAY MINERALS INC744.5K shares65.89%2025-12-312026-02-13 PSX PHILLIPS 66106.9K sharesnew addition2025-12-312026-02-13 EXE EXPAND ENERGY CORPORATION119.6K sharesnew addition2025-12-312026-02-13 PUMP PROPETRO HLDG CORP1.3M shares1374.34%2025-12-312026-02-13 BUNGE GLOBAL SA BUNGE GLOBAL SA142.9K sharesnew addition2025-12-312026-02-13 EVGO EVGO INC4.3M shares5.70%2025-12-312026-02-13 OGS ONE GAS INC162.5K sharesnew addition2025-12-312026-02-13 UGI UGI CORP NEW329.7K shares18.30%2025-12-312026-02-13 GPOR GULFPORT ENERGY CORP54.8K shares-41.46%2025-12-312026-02-13 NRG NRG ENERGY INC71.5K shares125.60%2025-12-312026-02-13 SLB SLB LIMITED269.8K sharesnew addition2025-12-312026-02-13 NE NOBLE CORP PLC336.3K shares53.84%2025-12-312026-02-13 EXC EXELON CORP210.6K shares-34.27%2025-12-312026-02-13 CVE CENOVUS ENERGY INC525.7K shares-61.82%2025-12-312026-02-13 VRT VERTIV HOLDINGS CO54.7K shares-38.54%2025-12-312026-02-13 MOD MODINE MFG CO65.4K shares143.99%2025-12-312026-02-13 URI UNITED RENTALS INC10.6K shares220.61%2025-12-312026-02-13 NVT NVENT ELECTRIC PLC80.6K shares-37.41%2025-12-312026-02-13 SGML SIGMA LITHIUM CORPORATION597.2K shares-60.27%2025-12-312026-02-13 GLW CORNING INC89.8K shares-49.21%2025-12-312026-02-13 SEI SOLARIS ENERGY INFRAS INC165.0K shares-78.41%2025-12-312026-02-13 GEV GE VERNOVA INC11.5K shares130.00%2025-12-312026-02-13 VNT VONTIER CORPORATION176.1K sharesnew addition2025-12-312026-02-13 EME EMCOR GROUP INC10.0K sharesnew addition2025-12-312026-02-13 CMI CUMMINS INC11.9K sharesnew addition2025-12-312026-02-13 JCI JOHNSON CTLS INTL PLC49.5K shares-28.38%2025-12-312026-02-13 FIX COMFORT SYS USA INC6.2K shares41.75%2025-12-312026-02-13 SDRL SEADRILL LTD154.2K shares-59.17%2025-12-312026-02-13 STRL STERLING INFRASTRUCTURE INC17.2K sharesnew addition2025-12-312026-02-13 WFRD WEATHERFORD INTL PLC58.2K sharesnew addition2025-12-312026-02-13 CLNE CLEAN ENERGY FUELS CORP2.1M shares17.18%2025-12-312026-02-13 APH AMPHENOL CORP NEW30.7K shares63.30%2025-12-312026-02-13 PDS PRECISION DRILLING CORP56.2K shares0.36%2025-12-312026-02-13 FSLR FIRST SOLAR INC14.2K sharesnew addition2025-12-312026-02-13 DOV DOVER CORP18.4K sharesnew addition2025-12-312026-02-13 LBRT LIBERTY ENERGY INC178.2K sharesnew addition2025-12-312026-02-13 DY DYCOM INDS INC9.6K shares-63.83%2025-12-312026-02-13 FTI TECHNIPFMC PLC67.3K shares-26.46%2025-12-312026-02-13 OII OCEANEERING INTL INC120.0K shares-55.95%2025-12-312026-02-13 BTE BAYTEX ENERGY CORP814.0K sharesnew addition2025-12-312026-02-13 ITRI ITRON INC27.8K shares10.12%2025-12-312026-02-13 MUR MURPHY OIL CORP82.0K shares-92.46%2025-12-312026-02-13 HAL HALLIBURTON CO90.0K shares-81.83%2025-12-312026-02-13 EE EXCELERATE ENERGY INC86.0K shares-78.58%2025-12-312026-02-13 FERMI INC FERMI INC281.8K sharesnew addition2025-12-312026-02-13 ITT INC ITT INC12.8K shares-57.06%2025-12-312026-02-13 CCJ CAMECO CORP22.6K shares-74.69%2025-12-312026-02-13 ODFL OLD DOMINION FREIGHT LINE IN12.4K sharesnew addition2025-12-312026-02-13 USAR USA RARE EARTH INC152.5K sharesnew addition2025-12-312026-02-13 ARRY ARRAY TECHNOLOGIES INC181.6K shares-27.84%2025-12-312026-02-13 TTI TETRA TECHNOLOGIES INC DEL154.7K shares-20.91%2025-12-312026-02-13 WHD CACTUS INC29.4K shares-90.57%2025-12-312026-02-13 NESR NATIONAL ENERGY SERVICES REU77.8K shares-18.58%2025-12-312026-02-13 LEU CENTRUS ENERGY CORP4.8K shares-77.54%2025-12-312026-02-13 BKV BKV CORP37.2K shares-22.18%2025-12-312026-02-13 BE BLOOM ENERGY CORP11.5K shares-17.86%2025-12-312026-02-13 OPAL OPAL FUELS INC373.8K shares0.00%2025-12-312026-02-13 NPWR NET POWER INC103.2K shares0.00%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available