SIR CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EVGO | 4.35M | $7.47M |
 | PR | 2.20M | $47.00M |
 | CLNE | 2.10M | $5.22M |
 | PTEN | 1.72M | $18.59M |
 | RES | 1.60M | $11.30M |
 | CVE | 1.48M | $39.17M |
 | AR | 1.24M | $52.80M |
 | ACDC | 1.10M | $6.85M |
 | LBRT | 1.07M | $30.90M |
 | DVN | 1.03M | $51.97M |
 | HAL | 961K | $37.48M |
 | PUMP | 903K | $13.01M |
 | MGY | 851K | $26.87M |
 | KMI | 740K | $24.80M |
 | HBM | 645K | $13.47M |
 | OVV | 636K | $37.75M |
 | KNTK | 629K | $30.47M |
 | VG | 618K | $9.74M |
 | FRMI | 577K | $3.37M |
 | FCX | 559K | $32.84M |
EVgo, Inc.
EVGO
Shares Held
4.35M
Value
$7.47M
Permian Resources Corporation
PR
Shares Held
2.20M
Value
$47.00M
Clean Energy Fuels Corp.
CLNE
Shares Held
2.10M
Value
$5.22M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
1.72M
Value
$18.59M
RPC, Inc.
RES
Shares Held
1.60M
Value
$11.30M
Cenovus Energy Inc.
CVE
Shares Held
1.48M
Value
$39.17M
Antero Resources Corporation
AR
Shares Held
1.24M
Value
$52.80M
ProFrac Holding Corp.
ACDC
Shares Held
1.10M
Value
$6.85M
Liberty Energy Inc.
LBRT
Shares Held
1.07M
Value
$30.90M
Devon Energy Corporation
DVN
Shares Held
1.03M
Value
$51.97M
Halliburton Company
HAL
Shares Held
961K
Value
$37.48M
ProPetro Holding Corp.
PUMP
Shares Held
903K
Value
$13.01M
Magnolia Oil & Gas Corporation
MGY
Shares Held
851K
Value
$26.87M
Kinder Morgan, Inc.
KMI
Shares Held
740K
Value
$24.80M
Hudbay Minerals Inc.
HBM
Shares Held
645K
Value
$13.47M
Ovintiv Inc.
OVV
Shares Held
636K
Value
$37.75M
Kinetik Holdings Inc.
KNTK
Shares Held
629K
Value
$30.47M
Venture Global, Inc.
VG
Shares Held
618K
Value
$9.74M
Fermi Inc. Common Stock
FRMI
Shares Held
577K
Value
$3.37M
Freeport-McMoRan Inc.
FCX
Shares Held
559K
Value
$32.84M