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SIR Capital Management, L.P.

All holdings · as of Dec 31, 2025

80 positions

CompanyClassValue ↓Shares% of portfolio
Viper Energy, Inc.—$59.27M1,534,3356.6%
KINDER MORGAN, INC.—$42.02M1,528,7264.6%
Permian Resources Corp—$37.03M2,639,3884.1%
ONEOK Inc—$34.74M472,5883.8%
FREEPORT-MCMORAN INC—$31.74M624,9563.5%
Williams Cos Inc/The—$31.57M525,2323.5%
Antero Midstream Corp—$31.53M1,772,5343.5%
Coterra Energy Inc.—$30.13M1,144,6823.3%
MASTEC INC—$28.67M131,8993.2%
TC ENERGY CORP—$27.63M502,2463.1%
HF Sinclair Corp—$24.43M530,2222.7%
Kinetik Holdings Inc.—$24.23M672,0902.7%
XCEL ENERGY INC—$22.55M305,2852.5%
Magnolia Oil & Gas Corp—$22.13M1,010,7942.4%
SunocoCorp LLCSUNCCommon Stock$18.93M384,0792.1%
Devon Energy Corp—$18.53M505,7452.0%
ANTERO RESOURCES Corp—$17.74M514,6662.0%
ALBEMARLE CORP—$17.27M122,1151.9%
Ovintiv Inc.—$16.41M418,7001.8%
SUNCOR ENERGY INC NEW—$16.07M362,3181.8%
Hudbay Minerals Inc.—$14.78M744,5171.6%
Phillips 66—$13.80M106,9301.5%
EXPAND ENERGY Corp—$13.20M119,6001.5%
ProPetro Holding Corp.—$12.80M1,346,0741.4%
Bunge Global SA—$12.73M142,9001.4%
EVgo Inc—$12.65M4,345,5311.4%
ONE Gas, Inc.—$12.55M162,5231.4%
UGI CORP /PA—$12.34M329,7171.4%
GULFPORT ENERGY CORP—$11.39M54,7511.3%
NRG Energy Inc—$11.39M71,4961.3%
SLB LIMITED/NV—$10.35M269,8001.1%
Noble Corp plc—$9.50M336,3001.1%
Exelon Corp—$9.18M210,6001.0%
CENOVUS ENERGY INC—$8.89M525,7001.0%
Vertiv Holdings Co—$8.87M54,7191.0%
MODINE MANUFACTURING CO—$8.73M65,3881.0%
Eaton Corp plc—$8.71M27,3611.0%
United Rentals Inc—$8.56M10,5800.9%
nVent Electric plc—$8.22M80,5800.9%
SIGMA LITHIUM CORPORATION—$7.88M597,2370.9%
CORNING INC /NY—$7.86M89,8060.9%
Solaris Energy Infrastructure, Inc.—$7.58M164,9590.8%
GE Vernova Inc.—$7.52M11,5000.8%
VONTIER CORP—$6.55M176,1000.7%
EMCOR Group Inc—$6.10M9,9700.7%
CUMMINS INC—$6.07M11,9000.7%
Johnson Controls International plc—$5.92M49,4670.7%
Comfort Systems USA Inc—$5.82M6,2370.6%
SEADRILL Ltd—$5.34M154,1990.6%
STERLING INFRASTRUCTURE, INC.—$5.27M17,2000.6%
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