SIR CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AM | 1.77M | $31.53M |
 | VNOM | 1.53M | $59.27M |
 | PUMP | 1.35M | $12.80M |
 | MGY | 1.01M | $22.13M |
 | HBM | 745K | $14.78M |
 | KNTK | 672K | $24.23M |
 | CVE | 526K | $8.89M |
 | WMB | 525K | $31.57M |
 | DVN | 506K | $18.53M |
 | OPAL | 374K | $880.41K |
 | NE | 336K | $9.50M |
 | FRMI | 282K | $2.25M |
 | EXC | 211K | $9.18M |
 | ARRY | 182K | $1.67M |
 | VNT | 176K | $6.55M |
 | TTI | 155K | $1.45M |
 | SDRL | 154K | $5.34M |
 | USAR | 153K | $1.81M |
 | BG | 143K | $12.73M |
 | MTZ | 132K | $28.67M |
Antero Midstream Corporation
AM
Shares Held
1.77M
Value
$31.53M
Viper Energy, Inc.
VNOM
Shares Held
1.53M
Value
$59.27M
ProPetro Holding Corp.
PUMP
Shares Held
1.35M
Value
$12.80M
Magnolia Oil & Gas Corporation
MGY
Shares Held
1.01M
Value
$22.13M
Hudbay Minerals Inc.
HBM
Shares Held
745K
Value
$14.78M
Kinetik Holdings Inc.
KNTK
Shares Held
672K
Value
$24.23M
Cenovus Energy Inc.
CVE
Shares Held
526K
Value
$8.89M
The Williams Companies, Inc.
WMB
Shares Held
525K
Value
$31.57M
Devon Energy Corporation
DVN
Shares Held
506K
Value
$18.53M
OPAL Fuels Inc.
OPAL
Shares Held
374K
Value
$880.41K
Noble Corporation Plc
NE
Shares Held
336K
Value
$9.50M
Fermi Inc. Common Stock
FRMI
Shares Held
282K
Value
$2.25M
Exelon Corporation
EXC
Shares Held
211K
Value
$9.18M
Array Technologies, Inc.
ARRY
Shares Held
182K
Value
$1.67M
Vontier Corporation
VNT
Shares Held
176K
Value
$6.55M
TETRA Technologies, Inc.
TTI
Shares Held
155K
Value
$1.45M
Seadrill Limited
SDRL
Shares Held
154K
Value
$5.34M
USA Rare Earth Inc
USAR
Shares Held
153K
Value
$1.81M
Bunge Global S.A.
BG
Shares Held
143K
Value
$12.73M
MasTec, Inc.
MTZ
Shares Held
132K
Value
$28.67M