Stock Taper 
SIR CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MasTec, Inc. | MTZ | 50.47K | $21M |
 Targa Resources Corp. | TRGP | 54.42K | $14.59M |
 NRG Energy, Inc. | NRG | 59.42K | $8.68M |
 Carrier Global Corporation | CARR | 60.3K | $4.42M |
 Tidewater Inc. | TDW | 61.85K | $4.12M |
 nVent Electric plc | NVT | 66.09K | $11.21M |
 Flex Ltd. | FLEX | 72.9K | $11.81M |
 Cheniere Energy, Inc. | LNG | 81.34K | $19.44M |
 Albemarle Corporation | ALB | 83.34K | $11.25M |
 Amphenol Corporation | APH | 86.31K | $15.22M |
 UGI Corporation | UGI | 91.23K | $3.15M |
 Primoris Services Corporation | PRIM | 93.64K | $9.28M |
 TC Energy Corporation | TRP | 98.26K | $6.51M |
 Solaris Energy Infrastructure, Inc. | SEI | 107.95K | $8.69M |
 Precision Drilling Corporation | PDS | 113.18K | $8.69M |
 Darling Ingredients Inc. | DAR | 113.8K | $6.22M |
 Bunge Global S.A. | BG | 120.1K | $12.82M |
 Valero Energy Corporation | VLO | 124.32K | $32.38M |
 Fluor Corporation | FLR | 132.41K | $6.94M |
 Weatherford International plc | WFRD | 132.7K | $10.82M |