Stock Taper 
SIR CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Baker Hughes Company | BKR | 138.2K | $7.67M |
 TETRA Technologies, Inc. | TTI | 159.77K | $1.81M |
 Kinder Morgan, Inc. | KMI | 162.49K | $5.19M |
 ERock, Inc. | EROC | 176.1K | $2.55M |
 Venture Global, Inc. | VG | 181.45K | $2.02M |
 SM Energy Company | SM | 182.9K | $4.77M |
 PBF Energy Inc. | PBF | 200.53K | $9.13M |
 Freeport-McMoRan Inc. | FCX | 207.1K | $13.02M |
 Northern Oil and Gas, Inc. | NOG | 210.2K | $3.82M |
 California Resources Corp | CRC | 218.44K | $11.55M |
 Enphase Energy, Inc. | ENPH | 220.51K | $10.86M |
 Magnolia Oil & Gas Corporation | MGY | 227.67K | $5.82M |
 Halliburton Company | HAL | 230.2K | $7.82M |
 Atlas Energy Solutions Inc. | AESI | 231.35K | $3.84M |
 Expand Energy Corporation | EXE | 234.04K | $21.34M |
 USA Rare Earth Inc | USAR | 250.41K | $5.4M |
 Seadrill Limited | SDRL | 260.97K | $9.87M |
 Liberty Energy Inc. | LBRT | 297.88K | $7.8M |
 Viper Energy, Inc. | VNOM | 334.1K | $14.17M |
 Teck Resources Limited | TECK | 342.63K | $20.37M |