SIR Capital Management, L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.1T
Holdings
78
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (78 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VNOMVIPER ENERGY INC | 2,146,435 | $82.0B | 7.36% | |
| 2 | PRPERMIAN RESOURCES CORP | 4,908,820 | $62.8B | 5.64% | |
| 3 | KMIKINDER MORGAN INC DEL | 1,820,879 | $51.5B | 4.62% | |
| 4 | DVNDEVON ENERGY CORP NEW | 1,459,752 | $51.2B | 4.59% | |
| 5 | OKEONEOK INC NEW | 654,973 | $47.8B | 4.29% | |
| 6 | TRPTC ENERGY CORP | 825,282 | $44.9B | 4.03% | |
| 7 | MGYMAGNOLIA OIL & GAS CORP | 1,740,161 | $41.5B | 3.73% | |
| 8 | ARANTERO RESOURCES CORP | 958,204 | $32.2B | 2.88% | |
| 9 | MURMURPHY OIL CORP | 1,087,500 | $30.9B | 2.77% | |
| 10 | SEISOLARIS ENERGY INFRAS INC | 763,894 | $30.5B | 2.74% | |
| 11 | DINOHF SINCLAIR CORP | 582,936 | $30.5B | 2.74% | |
| 12 | MTZMASTEC INC | 134,788 | $28.7B | 2.57% | |
| 13 | AMANTERO MIDSTREAM CORP | 1,383,349 | $26.9B | 2.41% | |
| 14 | SRESEMPRA | 287,538 | $25.9B | 2.32% | |
| 15 | CTRACOTERRA ENERGY INC | 1,089,574 | $25.8B | 2.31% | |
| 16 | WMBWILLIAMS COS INC | 375,200 | $23.8B | 2.13% | |
| 17 | CVECENOVUS ENERGY INC | 1,377,000 | $23.4B | 2.10% | |
| 18 | CRCCALIFORNIA RES CORP | 377,760 | $20.1B | 1.80% | |
| 19 | EVGOEVGO INC | 4,111,031 | $19.4B | 1.74% | |
| 20 | DUKDUKE ENERGY CORP NEW | 154,784 | $19.2B | 1.72% | |
| 21 | NEENEXTERA ENERGY INC | 230,700 | $17.4B | 1.56% | |
| 22 | GPORGULFPORT ENERGY CORP | 93,535 | $16.9B | 1.52% | |
| 23 | LNGCHENIERE ENERGY INC | 64,263 | $15.1B | 1.35% | |
| 24 | GLWCORNING INC | 176,803 | $14.5B | 1.30% | |
| 25 | PEOEXELON CORP | 320,400 | $14.4B | 1.29% | |
| 26 | XELXCEL ENERGY INC | 174,489 | $14.1B | 1.26% | |
| 27 | CRCCANADIAN NAT RES LTD | 438,100 | $14.0B | 1.26% | |
| 28 | ETNEATON CORP PLC | 36,354 | $13.6B | 1.22% | |
| 29 | VRTVERTIV HOLDINGS CO | 89,032 | $13.4B | 1.20% | |
| 30 | FCXFREEPORT-MCMORAN INC | 338,556 | $13.3B | 1.19% | |
| 31 | NVTNVENT ELECTRIC PLC | 128,745 | $12.7B | 1.14% | |
| 32 | WHDCACTUS INC | 312,117 | $12.3B | 1.10% | |
| 33 | HALHALLIBURTON CO | 495,300 | $12.2B | 1.09% | |
| 34 | SDRLSEADRILL LTD | 377,647 | $11.4B | 1.02% | |
| 35 | TSTENARIS S A | 290,097 | $10.4B | 0.93% | |
| 36 | TRGPTARGA RES CORP | 60,596 | $10.2B | 0.91% | |
| 37 | EEEXCELERATE ENERGY INC | 401,628 | $10.1B | 0.91% | |
| 38 | KNTKKINETIK HOLDINGS INC | 227,722 | $9.7B | 0.87% | |
| 39 | SGMLSIGMA LITHIUM CORPORATION | 1,503,190 | $9.6B | 0.86% | |
| 40 | UGIUGI CORP NEW | 278,717 | $9.3B | 0.83% | |
| 41 | NXTNEXTRACKER INC | 105,029 | $7.8B | 0.70% | |
| 42 | DYDYCOM INDS INC | 26,477 | $7.7B | 0.69% | |
| 43 | JCIJOHNSON CTLS INTL PLC | 69,067 | $7.6B | 0.68% | |
| 44 | CCOCAMECO CORP | 89,300 | $7.5B | 0.67% | |
| 45 | TTTRANE TECHNOLOGIES PLC | 16,200 | $6.8B | 0.61% | |
| 46 | HBMHUDBAY MINERALS INC | 448,800 | $6.8B | 0.61% | |
| 47 | OIIOCEANEERING INTL INC | 272,400 | $6.8B | 0.61% | |
| 48 | LEUCENTRUS ENERGY CORP | 21,232 | $6.6B | 0.59% | |
| 49 | NENOBLE CORP PLC | 218,600 | $6.2B | 0.55% | |
| 50 | XPROEXPRO GROUP HOLDINGS NV | 463,450 | $5.5B | 0.49% | |
| 51 | ITTITT INC | 29,700 | $5.3B | 0.48% | |
| 52 | PTENPATTERSON-UTI ENERGY INC | 1,015,181 | $5.3B | 0.47% | |
| 53 | NRANRG ENERGY INC | 31,691 | $5.1B | 0.46% | |
| 54 | CLNECLEAN ENERGY FUELS CORP | 1,794,795 | $4.6B | 0.42% | |
| 55 | MODMODINE MFG CO | 26,800 | $3.8B | 0.34% | |
| 56 | FIXCOMFORT SYS USA INC | 4,400 | $3.6B | 0.33% | |
| 57 | FTITECHNIPFMC PLC | 91,518 | $3.6B | 0.32% | |
| 58 | —HCM II ACQUISITION CORP | 217,600 | $3.6B | 0.32% | |
| 59 | AESIATLAS ENERGY SOLUTIONS INC | 310,841 | $3.5B | 0.32% | |
| 60 | PDSPRECISION DRILLING CORP | 55,978 | $3.2B | 0.28% | |
| 61 | URIUNITED RENTALS INC | 3,300 | $3.2B | 0.28% | |
| 62 | ITRIITRON INC | 25,200 | $3.1B | 0.28% | |
| 63 | GEVGE VERNOVA INC | 5,000 | $3.1B | 0.28% | |
| 64 | CATCATERPILLAR INC | 5,600 | $2.7B | 0.24% | |
| 65 | EFRENERGY FUELS INC | 161,600 | $2.5B | 0.22% | |
| 66 | APHAMPHENOL CORP NEW | 18,800 | $2.3B | 0.21% | |
| 67 | ARRYARRAY TECHNOLOGIES INC | 251,700 | $2.1B | 0.18% | |
| 68 | WBIWATERBRIDGE INFRASTRUCTURE L | 76,300 | $1.9B | 0.17% | |
| 69 | HESMHESS MIDSTREAM LP | 45,500 | $1.6B | 0.14% | |
| 70 | FLRFLUOR CORP NEW | 35,600 | $1.5B | 0.13% | |
| 71 | BEBLOOM ENERGY CORP | 14,000 | $1.2B | 0.11% | |
| 72 | TTITETRA TECHNOLOGIES INC DEL | 195,546 | $1.1B | 0.10% | |
| 73 | BKVBKV CORP | 47,800 | $1.1B | 0.10% | |
| 74 | NESRNATIONAL ENERGY SERVICES REU | 95,613 | $981.0M | 0.09% | |
| 75 | OPALOPAL FUELS INC | 373,849 | $822.5M | 0.07% | |
| 76 | VSTVISTRA CORP | 2,900 | $568.2M | 0.05% | |
| 77 | PUMPPROPETRO HLDG CORP | 91,300 | $478.4M | 0.04% | |
| 78 | NPWRNET POWER INC | 103,178 | $310.6M | 0.03% |