Stock Taper 
SIR CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sterling Infrastructure, Inc. | STRL | 895 | $751.23K |
 GE Vernova Inc. | GEV | 1.09K | $1.28M |
 Cummins Inc. | CMI | 2.9K | $2.07M |
 Comfort Systems USA, Inc. | FIX | 4.39K | $8.71M |
 Parker-Hannifin Corporation | PH | 4.46K | $4.37M |
 Eaton Corporation plc | ETN | 6.7K | $2.86M |
 Corning Inc | GLW | 8.09K | $2.07M |
 Texas Pacific Land Corporation | TPL | 11.2K | $4.9M |
 Dycom Industries, Inc. | DY | 13.38K | $6.76M |
 Ralliant Corp | RAL | 16.4K | $1.21M |
 ITT Inc. | ITT | 20.2K | $3.99M |
 Centrus Energy Corp. | LEU | 20.82K | $3.5M |
 Cameco Corporation | CCJ | 21.2K | $2.16M |
 Kinetik Holdings Inc. | KNTK | 32.39K | $1.57M |
 Vertiv Holdings Co | VRT | 33.99K | $11.38M |
 Golar LNG Limited | GLNG | 37.1K | $1.85M |
 ONEOK, Inc. | OKE | 37.61K | $3.27M |
 Modine Manufacturing Company | MOD | 39.14K | $10.45M |
 Nextpower Inc. | NXT | 43.36K | $5.17M |
 Chord Energy Corporation | CHRD | 49.05K | $5.61M |