SIR CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HBM | 449K | $6.80M |
 | CNQ | 438K | $14.00M |
 | EE | 402K | $10.12M |
 | CRC | 378K | $20.09M |
 | SDRL | 378K | $11.41M |
 | WMB | 375K | $23.77M |
 | OPAL | 374K | $822.47K |
 | FCX | 339K | $13.28M |
 | EXC | 320K | $14.42M |
 | WHD | 312K | $12.32M |
 | AESI | 311K | $3.53M |
 | TS | 290K | $10.38M |
 | SRE | 288K | $25.87M |
 | UGI | 279K | $9.27M |
 | OII | 272K | $6.75M |
 | ARRY | 252K | $2.05M |
 | NEE | 231K | $17.42M |
 | KNTK | 228K | $9.73M |
 | NE | 219K | $6.18M |
 | HOND | 218K | $3.57M |
Hudbay Minerals Inc.
HBM
Shares Held
449K
Value
$6.80M
Canadian Natural Resources Limited
CNQ
Shares Held
438K
Value
$14.00M
Excelerate Energy, Inc.
EE
Shares Held
402K
Value
$10.12M
California Resources Corporation
CRC
Shares Held
378K
Value
$20.09M
Seadrill Limited
SDRL
Shares Held
378K
Value
$11.41M
The Williams Companies, Inc.
WMB
Shares Held
375K
Value
$23.77M
OPAL Fuels Inc.
OPAL
Shares Held
374K
Value
$822.47K
Freeport-McMoRan Inc.
FCX
Shares Held
339K
Value
$13.28M
Exelon Corporation
EXC
Shares Held
320K
Value
$14.42M
Cactus, Inc.
WHD
Shares Held
312K
Value
$12.32M
Atlas Energy Solutions Inc.
AESI
Shares Held
311K
Value
$3.53M
Tenaris S.A.
TS
Shares Held
290K
Value
$10.38M
Sempra
SRE
Shares Held
288K
Value
$25.87M
UGI Corporation
UGI
Shares Held
279K
Value
$9.27M
Oceaneering International, Inc.
OII
Shares Held
272K
Value
$6.75M
Array Technologies, Inc.
ARRY
Shares Held
252K
Value
$2.05M
NextEra Energy, Inc.
NEE
Shares Held
231K
Value
$17.42M
Kinetik Holdings Inc.
KNTK
Shares Held
228K
Value
$9.73M
Noble Corporation Plc
NE
Shares Held
219K
Value
$6.18M
HCM II Acquisition Corp.
HOND
Shares Held
218K
Value
$3.57M