Stock Taper

SIR CAPITAL MANAGEMENT, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Magnolia Oil & Gas CorporationMGY227.67K$5.82M
Enphase Energy, Inc.ENPH220.51K$10.86M
California Resources CorpCRC218.44K$11.55M
Northern Oil and Gas, Inc.NOG210.2K$3.82M
Freeport-McMoRan Inc.FCX207.1K$13.02M
PBF Energy Inc.PBF200.53K$9.13M
SM Energy CompanySM182.9K$4.77M
Venture Global, Inc.VG181.45K$2.02M
ERock, Inc.EROC176.1K$2.55M
Kinder Morgan, Inc.KMI162.49K$5.19M
TETRA Technologies, Inc.TTI159.77K$1.81M
Baker Hughes CompanyBKR138.2K$7.67M
Weatherford International plcWFRD132.7K$10.82M
Fluor CorporationFLR132.41K$6.94M
Valero Energy CorporationVLO124.32K$32.38M
Bunge Global S.A.BG120.1K$12.82M
Darling Ingredients Inc.DAR113.8K$6.22M
Precision Drilling CorporationPDS113.18K$8.69M
Solaris Energy Infrastructure, Inc.SEI107.95K$8.69M
TC Energy CorporationTRP98.26K$6.51M