SIR Capital Management, L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.1T
Holdings
76
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (76 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KMIKINDER MORGAN INC DEL | 2,069,338 | $59.0B | 5.18% | |
| 2 | PRPERMIAN RESOURCES CORP | 4,125,120 | $57.1B | 5.01% | |
| 3 | CTRACOTERRA ENERGY INC | 1,731,674 | $50.0B | 4.39% | |
| 4 | TRPTC ENERGY CORP | 1,041,699 | $49.2B | 4.32% | |
| 5 | HALHALLIBURTON CO | 1,825,225 | $46.3B | 4.06% | |
| 6 | OKEONEOK INC NEW | 440,714 | $43.7B | 3.84% | |
| 7 | VNOMUSDVIPER ENERGY INC | 961,732 | $43.4B | 3.81% | |
| 8 | GPORGULFPORT ENERGY CORP | 223,990 | $41.2B | 3.62% | |
| 9 | WFRDWEATHERFORD INTL PLC | 678,583 | $36.3B | 3.19% | |
| 10 | ARANTERO RESOURCES CORP | 878,223 | $35.5B | 3.12% | |
| 11 | KNTKKINETIK HOLDINGS INC | 607,027 | $31.5B | 2.77% | |
| 12 | CRCCANADIAN NAT RES LTD | 979,850 | $30.2B | 2.65% | |
| 13 | CHRDCHORD ENERGY CORPORATION | 256,085 | $28.9B | 2.53% | |
| 14 | MTDRMATADOR RES CO | 552,192 | $28.2B | 2.48% | |
| 15 | UGIUGI CORP NEW | 815,266 | $27.0B | 2.37% | |
| 16 | EOGEOG RES INC | 206,100 | $26.4B | 2.32% | |
| 17 | LNGCHENIERE ENERGY INC | 109,488 | $25.3B | 2.22% | |
| 18 | AMANTERO MIDSTREAM CORP | 1,307,552 | $23.5B | 2.07% | |
| 19 | OVVOVINTIV INC | 527,958 | $22.6B | 1.98% | |
| 20 | TXNMTXNM ENERGY INC | 412,179 | $22.0B | 1.93% | |
| 21 | SEISOLARIS ENERGY INFRAS INC | 1,004,233 | $21.9B | 1.92% | |
| 22 | CCCHEMOURS CO | 1,459,095 | $19.7B | 1.73% | |
| 23 | PTENPATTERSON-UTI ENERGY INC | 2,317,680 | $19.1B | 1.67% | |
| 24 | NRANRG ENERGY INC | 181,037 | $17.3B | 1.52% | |
| 25 | XELXCEL ENERGY INC | 238,059 | $16.9B | 1.48% | |
| 26 | DINOHF SINCLAIR CORP | 506,933 | $16.7B | 1.46% | |
| 27 | EXEEXPAND ENERGY CORPORATION | 140,400 | $15.6B | 1.37% | |
| 28 | DUKDUKE ENERGY CORP NEW | 120,200 | $14.7B | 1.29% | |
| 29 | DVNDEVON ENERGY CORP NEW | 377,000 | $14.1B | 1.24% | |
| 30 | EQTEQT CORP | 262,755 | $14.0B | 1.23% | |
| 31 | FTITECHNIPFMC PLC | 438,488 | $13.9B | 1.22% | |
| 32 | LBRTLIBERTY ENERGY INC | 844,257 | $13.4B | 1.17% | |
| 33 | ETNEATON CORP PLC | 47,580 | $12.9B | 1.14% | |
| 34 | SRESEMPRA | 178,700 | $12.8B | 1.12% | |
| 35 | XPROEXPRO GROUP HOLDINGS NV | 1,239,742 | $12.3B | 1.08% | |
| 36 | VLOVALERO ENERGY CORP | 93,300 | $12.3B | 1.08% | |
| 37 | EVGOEVGO INC | 4,297,445 | $11.4B | 1.00% | |
| 38 | SHELSHELL PLC | 137,501 | $10.1B | 0.88% | |
| 39 | CTVHELIX ENERGY SOLUTIONS GRP I | 1,178,716 | $9.8B | 0.86% | |
| 40 | NENOBLE CORP PLC | 378,578 | $9.0B | 0.79% | |
| 41 | PDSPRECISION DRILLING CORP | 192,678 | $9.0B | 0.79% | |
| 42 | DYDYCOM INDS INC | 56,977 | $8.7B | 0.76% | |
| 43 | GEVGE VERNOVA INC | 24,200 | $7.4B | 0.65% | |
| 44 | CRGYCRESCENT ENERGY COMPANY | 641,500 | $7.2B | 0.63% | |
| 45 | TSTENARIS S A | 180,907 | $7.1B | 0.62% | |
| 46 | SGMLSIGMA LITHIUM CORPORATION | 675,651 | $7.0B | 0.62% | |
| 47 | AESAES CORP | 555,986 | $6.9B | 0.61% | |
| 48 | TTENTOTALENERGIES SE | 105,000 | $6.8B | 0.60% | |
| 49 | MGYMAGNOLIA OIL & GAS CORP | 256,800 | $6.5B | 0.57% | |
| 50 | GLWCORNING INC | 122,570 | $5.6B | 0.49% | |
| 51 | MTZMASTEC INC | 43,288 | $5.1B | 0.44% | |
| 52 | PUMPPROPETRO HLDG CORP | 641,400 | $4.7B | 0.41% | |
| 53 | APHAMPHENOL CORP NEW | 69,873 | $4.6B | 0.40% | |
| 54 | STRLSTERLING INFRASTRUCTURE INC | 30,700 | $3.5B | 0.31% | |
| 55 | INRINFINITY NAT RES INC | 162,500 | $3.0B | 0.27% | |
| 56 | ITRIITRON INC | 28,905 | $3.0B | 0.27% | |
| 57 | ACDCPROFRAC HLDG CORP | 394,394 | $3.0B | 0.26% | |
| 58 | TTTRANE TECHNOLOGIES PLC | 8,304 | $2.8B | 0.25% | |
| 59 | CLNECLEAN ENERGY FUELS CORP | 1,794,795 | $2.8B | 0.24% | |
| 60 | BKVBKV CORP | 120,800 | $2.5B | 0.22% | |
| 61 | NESRNATIONAL ENERGY SERVICES REU | 291,248 | $2.1B | 0.19% | |
| 62 | SDRLSEADRILL LTD | 63,646 | $1.6B | 0.14% | |
| 63 | FLNCFLUENCE ENERGY INC | 301,649 | $1.5B | 0.13% | |
| 64 | MYRGMYR GROUP INC DEL | 12,800 | $1.4B | 0.13% | |
| 65 | JCIJOHNSON CTLS INTL PLC | 15,538 | $1.2B | 0.11% | |
| 66 | LEUCENTRUS ENERGY CORP | 19,834 | $1.2B | 0.11% | |
| 67 | EEEXCELERATE ENERGY INC | 42,864 | $1.2B | 0.11% | |
| 68 | CARRCARRIER GLOBAL CORPORATION | 18,133 | $1.1B | 0.10% | |
| 69 | NVTNVENT ELECTRIC PLC | 21,145 | $1.1B | 0.10% | |
| 70 | TTITETRA TECHNOLOGIES INC DEL | 254,746 | $855.9M | 0.08% | |
| 71 | NPWRNET POWER INC | 300,078 | $789.2M | 0.07% | |
| 72 | ALBALBEMARLE CORP | 10,500 | $756.2M | 0.07% | |
| 73 | OPALOPAL FUELS INC | 373,849 | $687.9M | 0.06% | |
| 74 | GTLSCHART INDS INC | 3,975 | $573.8M | 0.05% | |
| 75 | VISTVISTA ENERGY S.A.B. DE C.V. | 11,600 | $540.1M | 0.05% | |
| 76 | NEXTNEXTDECADE CORP | 12,050 | $93.7M | 0.01% |