SIR Capital Management, L.P.

Institutional manager (13F) · CIK 1434997

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $963M

#	Issuer	Value	Shares
1	ANTERO RESOURCES CORP	$53M	1,244,157
2	DEVON ENERGY CORP NEW	$52M	1,032,736
3	PERMIAN RESOURCES CORP	$47M	2,204,688
4	EXPAND ENERGY CORPORATION	$45M	410,733
5	CENOVUS ENERGY INC	$39M	1,476,500
6	ONEOK INC NEW	$39M	433,188
7	OVINTIV INC	$38M	636,025
8	HALLIBURTON CO	$37M	961,400
9	FREEPORT MCMORAN INC	$33M	558,694
10	LIBERTY ENERGY INC	$31M	1,073,065
11	KINETIK HOLDINGS INC	$30M	629,452
12	SUNCOR ENERGY INC NEW	$29M	434,580
13	PHILLIPS 66	$27M	149,104
14	MAGNOLIA OIL & GAS CORP	$27M	851,094
15	CHORD ENERGY CORPORATION	$26M	179,391
16	KINDER MORGAN INC DEL	$25M	739,720
17	XCEL ENERGY INC	$22M	276,435
18	TC ENERGY CORP	$19M	308,500
19	PATTERSON-UTI ENERGY INC	$19M	1,716,893
20	BUNGE GLOBAL SA	$17M	136,600
21	CHEVRON CORPORATION	$16M	77,403
22	TARGA RES CORP	$16M	63,424
23	NRG ENERGY INC	$15M	101,618
24	DELEK US HLDGS INC NEW	$14M	314,054
25	SEADRILL LTD	$14M	301,799
26	HUDBAY MINERALS INC	$13M	644,518
27	CALIFORNIA RES CORP	$13M	188,700
28	PROPETRO HLDG CORP	$13M	903,130
29	UGI CORP NEW	$13M	352,450
30	MASTEC INC	$12M	36,499
31	RPC INC	$11M	1,596,443
32	APA CORPORATION	$10M	234,073
33	VENTURE GLOBAL INC	$10M	618,290
34	SEMPRA	$10M	100,255
35	CORNING INC	$10M	71,093
36	FORGENT POWER SOLUTIONS INC	$9M	322,673
37	EOG RES INC	$9M	64,600
38	SOLARIS ENERGY INFRAS INC	$9M	163,914
39	TECK RESOURCES LTD	$9M	173,900
40	VERTIV HOLDINGS CO	$9M	35,782
41	GENERAC HLDGS INC	$8M	40,700
42	NVENT ELEC PLC	$8M	67,045
43	CACTUS INC	$8M	165,729
44	AMERICAN ELEC PWR CO INC	$8M	58,400
45	EVGO INC	$7M	4,345,531
46	CHENIERE ENERGY INC	$7M	25,791
47	HONEYWELL INTL INC	$7M	31,444
48	PROFRAC HLDG CORP	$7M	1,104,261
49	MODINE MFG CO	$6M	29,408
50	EXELON CORP	$6M	129,229

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.