Institutions / SIR Capital Management, L.P. / Holdings

SIR Capital Management, L.P.

All holdings · as of Dec 31, 2025

Company	Class	Value ↑	Shares	% of portfolio
NET Power Inc.NPWR	Common Stock	$235.2K	103,178	0.0%
EXPRO GROUP HOLDINGS N.V.	—	$789.9K	59,169	0.1%
OPAL Fuels Inc.OPAL	Common Stock	$880.4K	373,849	0.1%
Bloom Energy Corp	—	$999.2K	11,500	0.1%
BKV CorpBKV	Common Stock	$1.01M	37,200	0.1%
CENTRUS ENERGY CORP	—	$1.16M	4,768	0.1%
NATIONAL ENERGY SERVICES REU	—	$1.22M	77,845	0.1%
Cactus, Inc.	—	$1.34M	29,419	0.1%
TETRA TECHNOLOGIES INC	—	$1.45M	154,657	0.2%
ARRAY TECHNOLOGIES INC	—	$1.67M	181,620	0.2%
USA Rare Earth, Inc.USAR	Common Stock	$1.81M	152,500	0.2%
OLD DOMINION FREIGHT LINE, INC.	—	$1.94M	12,400	0.2%
CAMECO CORP	—	$2.07M	22,600	0.2%
ITT INC.	—	$2.21M	12,752	0.2%
Fermi Inc.FRMI	Common Stock	$2.25M	281,827	0.2%
Excelerate Energy, Inc.	—	$2.41M	86,035	0.3%
HALLIBURTON CO	—	$2.54M	90,000	0.3%
MURPHY OIL CORP	—	$2.56M	82,015	0.3%
ITRON, INC.	—	$2.58M	27,750	0.3%
Baytex Energy Corp.	—	$2.63M	814,000	0.3%
OCEANEERING INTERNATIONAL INC	—	$2.88M	120,000	0.3%
TechnipFMC plc	—	$3.00M	67,300	0.3%
DYCOM INDUSTRIES INC	—	$3.24M	9,577	0.4%
Liberty Energy Inc	—	$3.29M	178,200	0.4%
DOVER Corp	—	$3.59M	18,400	0.4%
First Solar Inc	—	$3.71M	14,194	0.4%
PRECISION DRILLING CORP	—	$4.03M	56,178	0.4%
AMPHENOL CORP /DE	—	$4.15M	30,700	0.5%
Clean Energy Fuels Corp.	—	$4.42M	2,103,095	0.5%
Weatherford International PLC	—	$4.55M	58,200	0.5%
STERLING INFRASTRUCTURE, INC.	—	$5.27M	17,200	0.6%
SEADRILL Ltd	—	$5.34M	154,199	0.6%
Comfort Systems USA Inc	—	$5.82M	6,237	0.6%
Johnson Controls International plc	—	$5.92M	49,467	0.7%
CUMMINS INC	—	$6.07M	11,900	0.7%
EMCOR Group Inc	—	$6.10M	9,970	0.7%
VONTIER CORP	—	$6.55M	176,100	0.7%
GE Vernova Inc.	—	$7.52M	11,500	0.8%
Solaris Energy Infrastructure, Inc.	—	$7.58M	164,959	0.8%
CORNING INC /NY	—	$7.86M	89,806	0.9%
SIGMA LITHIUM CORPORATION	—	$7.88M	597,237	0.9%
nVent Electric plc	—	$8.22M	80,580	0.9%
United Rentals Inc	—	$8.56M	10,580	0.9%
Eaton Corp plc	—	$8.71M	27,361	1.0%
MODINE MANUFACTURING CO	—	$8.73M	65,388	1.0%
Vertiv Holdings Co	—	$8.87M	54,719	1.0%
CENOVUS ENERGY INC	—	$8.89M	525,700	1.0%
Exelon Corp	—	$9.18M	210,600	1.0%
Noble Corp plc	—	$9.50M	336,300	1.1%
SLB LIMITED/NV	—	$10.35M	269,800	1.1%