SIR Capital Management, L.P. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$903.8B
Holdings
80
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (80 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VNOMVIPER ENERGY INC | 1,534,335 | $59.3B | 6.56% | |
| 2 | KMIKINDER MORGAN INC DEL | 1,528,726 | $42.0B | 4.65% | |
| 3 | PRPERMIAN RESOURCES CORP | 2,639,388 | $37.0B | 4.10% | |
| 4 | OKEONEOK INC NEW | 472,588 | $34.7B | 3.84% | |
| 5 | FCXFREEPORT-MCMORAN INC | 624,956 | $31.7B | 3.51% | |
| 6 | WMBWILLIAMS COS INC | 525,232 | $31.6B | 3.49% | |
| 7 | AMANTERO MIDSTREAM CORP | 1,772,534 | $31.5B | 3.49% | |
| 8 | CTRACOTERRA ENERGY INC | 1,144,682 | $30.1B | 3.33% | |
| 9 | MTZMASTEC INC | 131,899 | $28.7B | 3.17% | |
| 10 | TRPTC ENERGY CORP | 502,246 | $27.6B | 3.06% | |
| 11 | DINOHF SINCLAIR CORP | 530,222 | $24.4B | 2.70% | |
| 12 | KNTKKINETIK HOLDINGS INC | 672,090 | $24.2B | 2.68% | |
| 13 | XELXCEL ENERGY INC | 305,285 | $22.5B | 2.49% | |
| 14 | MGYMAGNOLIA OIL & GAS CORP | 1,010,794 | $22.1B | 2.45% | |
| 15 | SUNCSUNOCOCORP LLC | 384,079 | $18.9B | 2.09% | |
| 16 | DVNDEVON ENERGY CORP NEW | 505,745 | $18.5B | 2.05% | |
| 17 | ARANTERO RESOURCES CORP | 514,666 | $17.7B | 1.96% | |
| 18 | ALBALBEMARLE CORP | 122,115 | $17.3B | 1.91% | |
| 19 | OVVOVINTIV INC | 418,700 | $16.4B | 1.82% | |
| 20 | SUSUNCOR ENERGY INC NEW | 362,318 | $16.1B | 1.78% | |
| 21 | HBMHUDBAY MINERALS INC | 744,517 | $14.8B | 1.64% | |
| 22 | PSXPHILLIPS 66 | 106,930 | $13.8B | 1.53% | |
| 23 | EXEEXPAND ENERGY CORPORATION | 119,600 | $13.2B | 1.46% | |
| 24 | PUMPPROPETRO HLDG CORP | 1,346,074 | $12.8B | 1.42% | |
| 25 | BGBUNGE GLOBAL SA | 142,900 | $12.7B | 1.41% | |
| 26 | EVGOEVGO INC | 4,345,531 | $12.6B | 1.40% | |
| 27 | OGSONE GAS INC | 162,523 | $12.6B | 1.39% | |
| 28 | UGIUGI CORP NEW | 329,717 | $12.3B | 1.37% | |
| 29 | GPORGULFPORT ENERGY CORP | 54,751 | $11.4B | 1.26% | |
| 30 | NRANRG ENERGY INC | 71,496 | $11.4B | 1.26% | |
| 31 | SLBSLB LIMITED | 269,800 | $10.4B | 1.15% | |
| 32 | NENOBLE CORP PLC | 336,300 | $9.5B | 1.05% | |
| 33 | PEOEXELON CORP | 210,600 | $9.2B | 1.02% | |
| 34 | CVECENOVUS ENERGY INC | 525,700 | $8.9B | 0.98% | |
| 35 | VRTVERTIV HOLDINGS CO | 54,719 | $8.9B | 0.98% | |
| 36 | MODMODINE MFG CO | 65,388 | $8.7B | 0.97% | |
| 37 | ETNEATON CORP PLC | 27,361 | $8.7B | 0.96% | |
| 38 | URIUNITED RENTALS INC | 10,580 | $8.6B | 0.95% | |
| 39 | NVTNVENT ELECTRIC PLC | 80,580 | $8.2B | 0.91% | |
| 40 | SGMLSIGMA LITHIUM CORPORATION | 597,237 | $7.9B | 0.87% | |
| 41 | GLWCORNING INC | 89,806 | $7.9B | 0.87% | |
| 42 | SEISOLARIS ENERGY INFRAS INC | 164,959 | $7.6B | 0.84% | |
| 43 | GEVGE VERNOVA INC | 11,500 | $7.5B | 0.83% | |
| 44 | VNTVONTIER CORPORATION | 176,100 | $6.5B | 0.72% | |
| 45 | EMEEMCOR GROUP INC | 9,970 | $6.1B | 0.67% | |
| 46 | CMICUMMINS INC | 11,900 | $6.1B | 0.67% | |
| 47 | JCIJOHNSON CTLS INTL PLC | 49,467 | $5.9B | 0.66% | |
| 48 | FIXCOMFORT SYS USA INC | 6,237 | $5.8B | 0.64% | |
| 49 | SDRLSEADRILL LTD | 154,199 | $5.3B | 0.59% | |
| 50 | STRLSTERLING INFRASTRUCTURE INC | 17,200 | $5.3B | 0.58% | |
| 51 | WFRDWEATHERFORD INTL PLC | 58,200 | $4.6B | 0.50% | |
| 52 | CLNECLEAN ENERGY FUELS CORP | 2,103,095 | $4.4B | 0.49% | |
| 53 | APHAMPHENOL CORP NEW | 30,700 | $4.1B | 0.46% | |
| 54 | PDSPRECISION DRILLING CORP | 56,178 | $4.0B | 0.45% | |
| 55 | FSLRFIRST SOLAR INC | 14,194 | $3.7B | 0.41% | |
| 56 | DOVDOVER CORP | 18,400 | $3.6B | 0.40% | |
| 57 | LBRTLIBERTY ENERGY INC | 178,200 | $3.3B | 0.36% | |
| 58 | DYDYCOM INDS INC | 9,577 | $3.2B | 0.36% | |
| 59 | FTITECHNIPFMC PLC | 67,300 | $3.0B | 0.33% | |
| 60 | OIIOCEANEERING INTL INC | 120,000 | $2.9B | 0.32% | |
| 61 | BTEBAYTEX ENERGY CORP | 814,000 | $2.6B | 0.29% | |
| 62 | ITRIITRON INC | 27,750 | $2.6B | 0.29% | |
| 63 | MURMURPHY OIL CORP | 82,015 | $2.6B | 0.28% | |
| 64 | HALHALLIBURTON CO | 90,000 | $2.5B | 0.28% | |
| 65 | EEEXCELERATE ENERGY INC | 86,035 | $2.4B | 0.27% | |
| 66 | FRMIFERMI INC | 281,827 | $2.3B | 0.25% | |
| 67 | ITTITT INC | 12,752 | $2.2B | 0.24% | |
| 68 | CCOCAMECO CORP | 22,600 | $2.1B | 0.23% | |
| 69 | ODFLOLD DOMINION FREIGHT LINE IN | 12,400 | $1.9B | 0.22% | |
| 70 | USARUSA RARE EARTH INC | 152,500 | $1.8B | 0.20% | |
| 71 | ARRYARRAY TECHNOLOGIES INC | 181,620 | $1.7B | 0.19% | |
| 72 | TTITETRA TECHNOLOGIES INC DEL | 154,657 | $1.4B | 0.16% | |
| 73 | WHDCACTUS INC | 29,419 | $1.3B | 0.15% | |
| 74 | NESRNATIONAL ENERGY SERVICES REU | 77,845 | $1.2B | 0.13% | |
| 75 | LEUCENTRUS ENERGY CORP | 4,768 | $1.2B | 0.13% | |
| 76 | BKVBKV CORP | 37,200 | $1.0B | 0.11% | |
| 77 | BEBLOOM ENERGY CORP | 11,500 | $999.0M | 0.11% | |
| 78 | OPALOPAL FUELS INC | 373,849 | $880.0M | 0.10% | |
| 79 | XPROEXPRO GROUP HOLDINGS NV | 59,169 | $789.0M | 0.09% | |
| 80 | NPWRNET POWER INC | 103,178 | $235.0M | 0.03% |