SIR Capital Management, L.P. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$1.1T
Holdings
87
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KMIKINDER MORGAN INC DEL | 2,049,905 | $60.3B | 5.38% | |
| 2 | CTRACOTERRA ENERGY INC | 2,332,136 | $59.2B | 5.28% | |
| 3 | VNOMUSDVIPER ENERGY INC | 1,529,435 | $58.3B | 5.20% | |
| 4 | PRPERMIAN RESOURCES CORP | 3,922,320 | $53.4B | 4.77% | |
| 5 | TRPTC ENERGY CORP | 1,028,393 | $50.2B | 4.48% | |
| 6 | EQTEQT CORP | 737,052 | $43.0B | 3.83% | |
| 7 | DVNDEVON ENERGY CORP NEW | 1,265,643 | $40.3B | 3.59% | |
| 8 | ARANTERO RESOURCES CORP | 924,904 | $37.3B | 3.32% | |
| 9 | CHRDCHORD ENERGY CORPORATION | 377,585 | $36.6B | 3.26% | |
| 10 | KNTKKINETIK HOLDINGS INC | 810,838 | $35.7B | 3.19% | |
| 11 | OKEONEOK INC NEW | 425,405 | $34.7B | 3.10% | |
| 12 | GPORGULFPORT ENERGY CORP | 155,454 | $31.3B | 2.79% | |
| 13 | MGYMAGNOLIA OIL & GAS CORP | 1,390,700 | $31.3B | 2.79% | |
| 14 | SEISOLARIS ENERGY INFRAS INC | 1,031,857 | $29.2B | 2.60% | |
| 15 | TSTENARIS S A | 688,935 | $25.8B | 2.30% | |
| 16 | UGIUGI CORP NEW | 592,670 | $21.6B | 1.93% | |
| 17 | SRESEMPRA | 257,912 | $19.5B | 1.74% | |
| 18 | MTDRMATADOR RES CO | 353,400 | $16.9B | 1.50% | |
| 19 | DUKDUKE ENERGY CORP NEW | 139,224 | $16.4B | 1.47% | |
| 20 | EVGOEVGO INC | 4,334,396 | $15.8B | 1.41% | |
| 21 | PEOEXELON CORP | 348,500 | $15.1B | 1.35% | |
| 22 | NEXTNEXTDECADE CORP | 1,656,482 | $14.8B | 1.32% | |
| 23 | ETNEATON CORP PLC | 41,011 | $14.6B | 1.31% | |
| 24 | PSXPHILLIPS 66 | 120,803 | $14.4B | 1.29% | |
| 25 | GLWCORNING INC | 234,377 | $12.3B | 1.10% | |
| 26 | EEEXCELERATE ENERGY INC | 412,091 | $12.1B | 1.08% | |
| 27 | MTZMASTEC INC | 70,388 | $12.0B | 1.07% | |
| 28 | XELXCEL ENERGY INC | 161,389 | $11.0B | 0.98% | |
| 29 | CCCHEMOURS CO | 957,076 | $11.0B | 0.98% | |
| 30 | VRTVERTIV HOLDINGS CO | 83,120 | $10.7B | 0.95% | |
| 31 | XPROEXPRO GROUP HOLDINGS NV | 1,239,684 | $10.6B | 0.95% | |
| 32 | WFRDWEATHERFORD INTL PLC | 205,783 | $10.4B | 0.92% | |
| 33 | GEVGE VERNOVA INC | 18,400 | $9.7B | 0.87% | |
| 34 | DYDYCOM INDS INC | 37,777 | $9.2B | 0.82% | |
| 35 | BGBUNGE GLOBAL SA | 112,544 | $9.0B | 0.81% | |
| 36 | LNGCHENIERE ENERGY INC | 35,917 | $8.7B | 0.78% | |
| 37 | DINOHF SINCLAIR CORP | 210,980 | $8.7B | 0.77% | |
| 38 | CRGYCRESCENT ENERGY COMPANY | 992,632 | $8.5B | 0.76% | |
| 39 | HESMHESS MIDSTREAM LP | 204,473 | $7.9B | 0.70% | |
| 40 | FLSFLOWSERVE CORP | 149,000 | $7.8B | 0.70% | |
| 41 | FLRFLUOR CORP NEW | 150,997 | $7.7B | 0.69% | |
| 42 | CVECENOVUS ENERGY INC | 562,776 | $7.7B | 0.68% | |
| 43 | CTVHELIX ENERGY SOLUTIONS GRP I | 1,225,162 | $7.6B | 0.68% | |
| 44 | SGMLSIGMA LITHIUM CORPORATION | 1,684,463 | $7.6B | 0.68% | |
| 45 | LBRTLIBERTY ENERGY INC | 657,745 | $7.6B | 0.67% | |
| 46 | DKDELEK US HLDGS INC NEW | 355,514 | $7.5B | 0.67% | |
| 47 | BKVBKV CORP | 299,213 | $7.2B | 0.64% | |
| 48 | HALHALLIBURTON CO | 349,355 | $7.1B | 0.64% | |
| 49 | VSTVISTRA CORP | 36,445 | $7.1B | 0.63% | |
| 50 | AESIATLAS ENERGY SOLUTIONS INC | 514,500 | $6.9B | 0.61% | |
| 51 | CRCCANADIAN NAT RES LTD | 217,900 | $6.8B | 0.61% | |
| 52 | BKRBAKER HUGHES COMPANY | 175,600 | $6.7B | 0.60% | |
| 53 | EMREMERSON ELEC CO | 47,310 | $6.3B | 0.56% | |
| 54 | ITTITT INC | 37,760 | $5.9B | 0.53% | |
| 55 | PTENPATTERSON-UTI ENERGY INC | 985,181 | $5.8B | 0.52% | |
| 56 | ARISUSDARIS WATER SOLUTIONS INC | 240,100 | $5.7B | 0.51% | |
| 57 | SHELSHELL PLC | 80,401 | $5.7B | 0.50% | |
| 58 | PUMPPROPETRO HLDG CORP | 812,054 | $4.8B | 0.43% | |
| 59 | NVTNVENT ELECTRIC PLC | 60,645 | $4.4B | 0.40% | |
| 60 | MODMODINE MFG CO | 41,300 | $4.1B | 0.36% | |
| 61 | U6ZURANIUM ENERGY CORP | 559,450 | $3.8B | 0.34% | |
| 62 | CLNECLEAN ENERGY FUELS CORP | 1,794,795 | $3.5B | 0.31% | |
| 63 | ITRIITRON INC | 24,400 | $3.2B | 0.29% | |
| 64 | TTENTOTALENERGIES SE | 51,200 | $3.1B | 0.28% | |
| 65 | URIUNITED RENTALS INC | 4,100 | $3.1B | 0.28% | |
| 66 | CCOCAMECO CORP | 39,500 | $2.9B | 0.26% | |
| 67 | STRLSTERLING INFRASTRUCTURE INC | 12,300 | $2.8B | 0.25% | |
| 68 | NRANRG ENERGY INC | 16,692 | $2.7B | 0.24% | |
| 69 | NXTNEXTRACKER INC | 47,800 | $2.6B | 0.23% | |
| 70 | EFRENERGY FUELS INC | 432,400 | $2.5B | 0.22% | |
| 71 | JCIJOHNSON CTLS INTL PLC | 22,756 | $2.4B | 0.21% | |
| 72 | TTTRANE TECHNOLOGIES PLC | 5,414 | $2.4B | 0.21% | |
| 73 | AMANTERO MIDSTREAM CORP | 116,555 | $2.2B | 0.20% | |
| 74 | ARRYARRAY TECHNOLOGIES INC | 353,000 | $2.1B | 0.19% | |
| 75 | FTITECHNIPFMC PLC | 57,518 | $2.0B | 0.18% | |
| 76 | CARRCARRIER GLOBAL CORPORATION | 26,443 | $1.9B | 0.17% | |
| 77 | NESRNATIONAL ENERGY SERVICES REU | 291,248 | $1.8B | 0.16% | |
| 78 | MYRGMYR GROUP INC DEL | 9,400 | $1.7B | 0.15% | |
| 79 | GLNGGOLAR LNG LTD | 41,279 | $1.7B | 0.15% | |
| 80 | VLOVALERO ENERGY CORP | 9,837 | $1.3B | 0.12% | |
| 81 | OVVOVINTIV INC | 31,684 | $1.2B | 0.11% | |
| 82 | SDRLSEADRILL LTD | 41,770 | $1.1B | 0.10% | |
| 83 | OPALOPAL FUELS INC | 373,849 | $904.7M | 0.08% | |
| 84 | TTITETRA TECHNOLOGIES INC DEL | 226,346 | $760.5M | 0.07% | |
| 85 | NPWRNET POWER INC | 300,078 | $741.2M | 0.07% | |
| 86 | PDSPRECISION DRILLING CORP | 11,978 | $567.0M | 0.05% | |
| 87 | VISTVISTA ENERGY S.A.B. DE C.V. | 10,235 | $489.3M | 0.04% |