Institutions / SIR Capital Management, L.P.
SIR Capital Management, L.P.
CIK 1434997 · Institution · as of Dec 31, 2025
Portfolio value
$903.80M
Positions
80
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 80 →
| Company | Value | % of portfolio |
|---|---|---|
| Viper Energy, Inc. | $59.27M | 6.6% |
| Kinder Morgan, Inc. | $42.02M | 4.6% |
| Permian Resources Corp | $37.03M | 4.1% |
| ONEOK Inc | $34.74M | 3.8% |
| Freeport-McMoran Inc | $31.74M | 3.5% |
| Williams Cos Inc/The | $31.57M | 3.5% |
| Antero Midstream Corp | $31.53M | 3.5% |
| Coterra Energy Inc. | $30.13M | 3.3% |
| Mastec Inc | $28.67M | 3.2% |
| Tc Energy Corp | $27.63M | 3.1% |
| HF Sinclair Corp | $24.43M | 2.7% |
| Kinetik Holdings Inc. | $24.23M | 2.7% |
| Xcel Energy Inc | $22.55M | 2.5% |
| Magnolia Oil & Gas Corp | $22.13M | 2.4% |
| SunocoCorp LLCSUNC | $18.93M | 2.1% |
| Devon Energy Corp | $18.53M | 2.0% |
| ANTERO RESOURCES Corp | $17.74M | 2.0% |
| Albemarle Corp | $17.27M | 1.9% |
| Ovintiv Inc. | $16.41M | 1.8% |
| Suncor Energy Inc New | $16.07M | 1.8% |
| Hudbay Minerals Inc. | $14.78M | 1.6% |
| Phillips 66 | $13.80M | 1.5% |
| EXPAND ENERGY Corp | $13.20M | 1.5% |
| ProPetro Holding Corp. | $12.80M | 1.4% |
| Bunge Global SA | $12.73M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.