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SIR Capital Management, L.P.

All holdings · as of Dec 31, 2025

80 positions

CompanyClassValueShares% of portfolio
NRG Energy Inc$11.39M71,4961.3%
GULFPORT ENERGY CORP$11.39M54,7511.3%
UGI CORP /PA$12.34M329,7171.4%
ONE Gas, Inc.$12.55M162,5231.4%
EVgo Inc$12.65M4,345,5311.4%
Bunge Global SA$12.73M142,9001.4%
ProPetro Holding Corp.$12.80M1,346,0741.4%
EXPAND ENERGY Corp$13.20M119,6001.5%
Phillips 66$13.80M106,9301.5%
Hudbay Minerals Inc.$14.78M744,5171.6%
SUNCOR ENERGY INC NEW$16.07M362,3181.8%
Ovintiv Inc.$16.41M418,7001.8%
ALBEMARLE CORP$17.27M122,1151.9%
ANTERO RESOURCES Corp$17.74M514,6662.0%
Devon Energy Corp$18.53M505,7452.0%
SunocoCorp LLCSUNCCommon Stock$18.93M384,0792.1%
Magnolia Oil & Gas Corp$22.13M1,010,7942.4%
XCEL ENERGY INC$22.55M305,2852.5%
Kinetik Holdings Inc.$24.23M672,0902.7%
HF Sinclair Corp$24.43M530,2222.7%
TC ENERGY CORP$27.63M502,2463.1%
MASTEC INC$28.67M131,8993.2%
Coterra Energy Inc.$30.13M1,144,6823.3%
Antero Midstream Corp$31.53M1,772,5343.5%
Williams Cos Inc/The$31.57M525,2323.5%
FREEPORT-MCMORAN INC$31.74M624,9563.5%
ONEOK Inc$34.74M472,5883.8%
Permian Resources Corp$37.03M2,639,3884.1%
KINDER MORGAN, INC.$42.02M1,528,7264.6%
Viper Energy, Inc.$59.27M1,534,3356.6%
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