Stock Taper 
SIR CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EVgo, Inc. | EVGO | 4.35M | $8.3M |
 Permian Resources Corporation | PR | 3.29M | $60.55M |
 Devon Energy Corporation | DVN | 1.75M | $72.3M |
 ProPetro Holding Corp. | PUMP | 835.86K | $11.99M |
 Antero Resources Corporation | AR | 825.36K | $29M |
 Ovintiv Inc. | OVV | 716.4K | $37.72M |
 Cenovus Energy Inc. | CVE | 674.19K | $16.73M |
 Exxon Mobil Corporation | XOM | 565.29K | $77.29M |
 Antero Midstream Corporation | AM | 467.6K | $10.64M |
 Sable Offshore Corp. | SOC | 457.92K | $1.41M |
 Tenaris S.A. | TS | 368.59K | $20.45M |
 Delek US Holdings, Inc. | DK | 363.29K | $18.46M |
 Teck Resources Limited | TECK | 342.63K | $20.37M |
 Viper Energy, Inc. | VNOM | 334.1K | $14.17M |
 Liberty Energy Inc. | LBRT | 297.88K | $7.8M |
 Seadrill Limited | SDRL | 260.97K | $9.87M |
 USA Rare Earth Inc | USAR | 250.41K | $5.4M |
 Expand Energy Corporation | EXE | 234.04K | $21.34M |
 Atlas Energy Solutions Inc. | AESI | 231.35K | $3.84M |
 Halliburton Company | HAL | 230.2K | $7.82M |