SIR CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HESM | 46K | $1.57M |
 | ETN | 36K | $13.61M |
 | FLR | 36K | $1.50M |
 | NRG | 32K | $5.13M |
 | ITT | 30K | $5.31M |
 | MOD | 27K | $3.81M |
 | DY | 26K | $7.72M |
 | ITRI | 25K | $3.14M |
 | APH | 19K | $2.33M |
 | TT | 16K | $6.84M |
 | BE | 14K | $1.18M |
 | CAT | 6K | $2.67M |
 | GEV | 5K | $3.07M |
 | FIX | 4K | $3.63M |
 | URI | 3K | $3.15M |
 | VST | 3K | $568.17K |
Hess Midstream LP
HESM
Shares Held
46K
Value
$1.57M
Eaton Corporation plc
ETN
Shares Held
36K
Value
$13.61M
Fluor Corporation
FLR
Shares Held
36K
Value
$1.50M
NRG Energy, Inc.
NRG
Shares Held
32K
Value
$5.13M
ITT Inc.
ITT
Shares Held
30K
Value
$5.31M
Modine Manufacturing Company
MOD
Shares Held
27K
Value
$3.81M
Dycom Industries, Inc.
DY
Shares Held
26K
Value
$7.72M
Itron, Inc.
ITRI
Shares Held
25K
Value
$3.14M
Amphenol Corporation
APH
Shares Held
19K
Value
$2.33M
Trane Technologies plc
TT
Shares Held
16K
Value
$6.84M
Bloom Energy Corporation
BE
Shares Held
14K
Value
$1.18M
Caterpillar Inc.
CAT
Shares Held
6K
Value
$2.67M
GE Vernova Inc.
GEV
Shares Held
5K
Value
$3.07M
Comfort Systems USA, Inc.
FIX
Shares Held
4K
Value
$3.63M
United Rentals, Inc.
URI
Shares Held
3K
Value
$3.15M
Vistra Corp.
VST
Shares Held
3K
Value
$568.17K