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SIR Capital Management, L.P.

All holdings · as of Dec 31, 2025

80 positions

CompanyClassValueShares% of portfolio
Weatherford International PLC$4.55M58,2000.5%
Clean Energy Fuels Corp.$4.42M2,103,0950.5%
AMPHENOL CORP /DE$4.15M30,7000.5%
PRECISION DRILLING CORP$4.03M56,1780.4%
First Solar Inc$3.71M14,1940.4%
DOVER Corp$3.59M18,4000.4%
Liberty Energy Inc$3.29M178,2000.4%
DYCOM INDUSTRIES INC$3.24M9,5770.4%
TechnipFMC plc$3.00M67,3000.3%
OCEANEERING INTERNATIONAL INC$2.88M120,0000.3%
Baytex Energy Corp.$2.63M814,0000.3%
ITRON, INC.$2.58M27,7500.3%
MURPHY OIL CORP$2.56M82,0150.3%
HALLIBURTON CO$2.54M90,0000.3%
Excelerate Energy, Inc.$2.41M86,0350.3%
Fermi Inc.FRMICommon Stock$2.25M281,8270.2%
ITT INC.$2.21M12,7520.2%
CAMECO CORP$2.07M22,6000.2%
OLD DOMINION FREIGHT LINE, INC.$1.94M12,4000.2%
USA Rare Earth, Inc.USARCommon Stock$1.81M152,5000.2%
ARRAY TECHNOLOGIES INC$1.67M181,6200.2%
TETRA TECHNOLOGIES INC$1.45M154,6570.2%
Cactus, Inc.$1.34M29,4190.1%
NATIONAL ENERGY SERVICES REU$1.22M77,8450.1%
CENTRUS ENERGY CORP$1.16M4,7680.1%
BKV CorpBKVCommon Stock$1.01M37,2000.1%
Bloom Energy Corp$999.2K11,5000.1%
OPAL Fuels Inc.OPALCommon Stock$880.4K373,8490.1%
EXPRO GROUP HOLDINGS N.V.$789.9K59,1690.1%
NET Power Inc.NPWRCommon Stock$235.2K103,1780.0%
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