SIR Capital Management, L.P.
88 holdingsFiling period: 2026-03-31Current AUM: $1.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AR | ANTERO RESOURCES CORP | 1.24M | $52.8M | $45.0M | 4.36% | +729.5K | 2026-03-31 |
| 2 | DVN | DEVON ENERGY CORP NEW | 1.03M | $52.0M | $46.6M | 4.51% | +527.0K | 2026-03-31 |
| 3 | PR | PERMIAN RESOURCES CORP | 2.20M | $47.0M | $47.0M | 4.55% | -434,700 | 2026-03-31 |
| 4 | EXE | EXPAND ENERGY CORPORATION | 410.7K | $45.1M | $38.6M | 3.74% | +291.1K | 2026-03-31 |
| 5 | CVE | CENOVUS ENERGY INC | 1.48M | $39.2M | $44.6M | 4.32% | +950.8K | 2026-03-31 |
| 6 | OKE | ONEOK INC NEW | 433.2K | $39.2M | $39.3M | 3.81% | -39,400 | 2026-03-31 |
| 7 | OVV | OVINTIV INC | 636.0K | $37.8M | $39.7M | 3.85% | +217.3K | 2026-03-31 |
| 8 | HAL | HALLIBURTON CO | 961.4K | $37.5M | $31.0M | 3.00% | +871.4K | 2026-03-31 |
| 9 | FCX | FREEPORT MCMORAN INC | 558.7K | $32.8M | $35.0M | 3.39% | -66,262 | 2026-03-31 |
| 10 | LBRT | LIBERTY ENERGY INC | 1.07M | $30.9M | $20.1M | 1.94% | +894.9K | 2026-03-31 |
| 11 | KNTK | KINETIK HOLDINGS INC | 629.5K | $30.5M | $31.8M | 3.08% | -42,638 | 2026-03-31 |
| 12 | SU | SUNCOR ENERGY INC NEW | 434.6K | $28.7M | $29.2M | 2.83% | +72.3K | 2026-03-31 |
| 13 | PSX | PHILLIPS 66 | 149.1K | $27.2M | $31.6M | 3.06% | +42.2K | 2026-03-31 |
| 14 | MGY | MAGNOLIA OIL & GAS CORP | 851.1K | $26.9M | $21.9M | 2.12% | -159,700 | 2026-03-31 |
| 15 | CHRD | CHORD ENERGY CORPORATION | 179.4K | $25.5M | $25.2M | 2.44% | -- | 2026-03-31 |
| 16 | KMI | KINDER MORGAN INC DEL | 739.7K | $24.8M | $23.8M | 2.31% | -789,006 | 2026-03-31 |
| 17 | XEL | XCEL ENERGY INC | 276.4K | $22.0M | $21.6M | 2.09% | -28,850 | 2026-03-31 |
| 18 | TRP | TC ENERGY CORP | 308.5K | $19.3M | $20.8M | 2.01% | -193,746 | 2026-03-31 |
| 19 | PTEN | PATTERSON-UTI ENERGY INC | 1.72M | $18.6M | $18.0M | 1.74% | -- | 2026-03-31 |
| 20 | — | BUNGE GLOBAL SA | 136.6K | $17.4M | $17.4M | 1.68% | -6,300 | 2026-03-31 |
| 21 | CVX | CHEVRON CORPORATION | 77.4K | $16.0M | $15.2M | 1.48% | -- | 2026-03-31 |
| 22 | TRGP | TARGA RES CORP | 63.4K | $15.9M | $17.1M | 1.66% | -- | 2026-03-31 |
| 23 | NRG | NRG ENERGY INC | 101.6K | $14.8M | $13.6M | 1.32% | +30.1K | 2026-03-31 |
| 24 | DK | DELEK US HLDGS INC NEW | 314.1K | $14.2M | $21.3M | 2.06% | -- | 2026-03-31 |
| 25 | — | SEADRILL LTD | 301.8K | $13.7M | $13.7M | 1.33% | +147.6K | 2026-03-31 |
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