Stock Taper 
SIR CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Primoris Services Corporation | PRIM | 93.64K | $9.28M |
 UGI Corporation | UGI | 91.23K | $3.15M |
 Amphenol Corporation | APH | 86.31K | $15.22M |
 Albemarle Corporation | ALB | 83.34K | $11.25M |
 Cheniere Energy, Inc. | LNG | 81.34K | $19.44M |
 Flex Ltd. | FLEX | 72.9K | $11.81M |
 nVent Electric plc | NVT | 66.09K | $11.21M |
 Tidewater Inc. | TDW | 61.85K | $4.12M |
 Carrier Global Corporation | CARR | 60.3K | $4.42M |
 NRG Energy, Inc. | NRG | 59.42K | $8.68M |
 Targa Resources Corp. | TRGP | 54.42K | $14.59M |
 MasTec, Inc. | MTZ | 50.47K | $21M |
 Chord Energy Corporation | CHRD | 49.05K | $5.61M |
 Nextpower Inc. | NXT | 43.36K | $5.17M |
 Modine Manufacturing Company | MOD | 39.14K | $10.45M |
 ONEOK, Inc. | OKE | 37.61K | $3.27M |
 Golar LNG Limited | GLNG | 37.1K | $1.85M |
 Vertiv Holdings Co | VRT | 33.99K | $11.38M |
 Kinetik Holdings Inc. | KNTK | 32.39K | $1.57M |
 Cameco Corporation | CCJ | 21.2K | $2.16M |