The Analysis of SIR Capital Management, L.P.'s Holdings
Currently, SIR Capital Management, L.P. holds 78 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VNOM (+2.1M shares, valued at $82.0M), MUR (+1.1M shares, valued at $30.9M), AM (+1.3M shares, valued at $24.6M); decreased their positions in CTRA (-1.2M shares, valued at $29.4M), KNTK (-583.1K shares, valued at $24.9M), TS (-398.8K shares, valued at $14.3M); initiated new positions in VNOM (+2.1M shares, valued at $82.0M), MUR (+1.1M shares, valued at $30.9M), WMB (+375.2K shares, valued at $23.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VNOM VIPER ENERGY INC2.1M sharesnew addition2025-09-302025-11-14
PR PERMIAN RESOURCES CORP4.9M shares25.15%2025-09-302025-11-14 KMI KINDER MORGAN INC DEL1.8M shares-11.17%2025-09-302025-11-14 DVN DEVON ENERGY CORP NEW1.5M shares15.34%2025-09-302025-11-14 OKE ONEOK INC NEW655.0K shares53.96%2025-09-302025-11-14 TRP TC ENERGY CORP825.3K shares-19.75%2025-09-302025-11-14 MGY MAGNOLIA OIL & GAS CORP1.7M shares25.13%2025-09-302025-11-14 AR ANTERO RESOURCES CORP958.2K shares3.60%2025-09-302025-11-14 MUR MURPHY OIL CORP1.1M sharesnew addition2025-09-302025-11-14 SEI SOLARIS ENERGY INFRAS INC763.9K shares-25.97%2025-09-302025-11-14 DINO HF SINCLAIR CORP582.9K shares176.30%2025-09-302025-11-14 MTZ MASTEC INC134.8K shares91.49%2025-09-302025-11-14 AM ANTERO MIDSTREAM CORP1.4M shares1086.86%2025-09-302025-11-14 SRE SEMPRA287.5K shares11.49%2025-09-302025-11-14 CTRA COTERRA ENERGY INC1.1M shares-53.28%2025-09-302025-11-14 WMB WILLIAMS COS INC375.2K sharesnew addition2025-09-302025-11-14 CVE CENOVUS ENERGY INC1.4M shares144.68%2025-09-302025-11-14 CRC CALIFORNIA RES CORP377.8K sharesnew addition2025-09-302025-11-14 EVGO EVGO INC4.1M shares-5.15%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW154.8K shares11.18%2025-09-302025-11-14 NEE NEXTERA ENERGY INC230.7K sharesnew addition2025-09-302025-11-14 GPOR GULFPORT ENERGY CORP93.5K shares-39.83%2025-09-302025-11-14 LNG CHENIERE ENERGY INC64.3K shares78.92%2025-09-302025-11-14 GLW CORNING INC176.8K shares-24.56%2025-09-302025-11-14 EXC EXELON CORP320.4K shares-8.06%2025-09-302025-11-14 XEL XCEL ENERGY INC174.5K shares8.12%2025-09-302025-11-14 CNQ CANADIAN NAT RES LTD438.1K shares101.06%2025-09-302025-11-14 ETN EATON CORP PLC36.4K shares-11.36%2025-09-302025-11-14 VRT VERTIV HOLDINGS CO89.0K shares7.11%2025-09-302025-11-14 FCX FREEPORT-MCMORAN INC338.6K sharesnew addition2025-09-302025-11-14 NVT NVENT ELECTRIC PLC128.7K shares112.29%2025-09-302025-11-14 WHD CACTUS INC312.1K sharesnew addition2025-09-302025-11-14 HAL HALLIBURTON CO495.3K shares41.78%2025-09-302025-11-14 SDRL SEADRILL LTD377.6K shares804.11%2025-09-302025-11-14 TS TENARIS S A290.1K shares-57.89%2025-09-302025-11-14 TRGP TARGA RES CORP60.6K sharesnew addition2025-09-302025-11-14 EE EXCELERATE ENERGY INC401.6K shares-2.54%2025-09-302025-11-14 KNTK KINETIK HOLDINGS INC227.7K shares-71.92%2025-09-302025-11-14 SGML SIGMA LITHIUM CORPORATION1.5M shares-10.76%2025-09-302025-11-14 UGI UGI CORP NEW278.7K shares-52.97%2025-09-302025-11-14 NXT NEXTRACKER INC105.0K shares119.73%2025-09-302025-11-14 DY DYCOM INDS INC26.5K shares-29.91%2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC69.1K shares203.51%2025-09-302025-11-14 CCJ CAMECO CORP89.3K shares126.08%2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC16.2K shares199.22%2025-09-302025-11-14 HBM HUDBAY MINERALS INC448.8K sharesnew addition2025-09-302025-11-14 OII OCEANEERING INTL INC272.4K sharesnew addition2025-09-302025-11-14 LEU CENTRUS ENERGY CORP21.2K sharesnew addition2025-09-302025-11-14 NE NOBLE CORP PLC218.6K sharesnew addition2025-09-302025-11-14 XPRO EXPRO GROUP HOLDINGS NV463.4K shares-62.62%2025-09-302025-11-14 ITT ITT INC29.7K shares-21.35%2025-09-302025-11-14 PTEN PATTERSON-UTI ENERGY INC1.0M shares3.05%2025-09-302025-11-14 NRG NRG ENERGY INC31.7K shares89.86%2025-09-302025-11-14 CLNE CLEAN ENERGY FUELS CORP1.8M shares0.00%2025-09-302025-11-14 MOD MODINE MFG CO26.8K shares-35.11%2025-09-302025-11-14 FIX COMFORT SYS USA INC4.4K sharesnew addition2025-09-302025-11-14 FTI TECHNIPFMC PLC91.5K shares59.11%2025-09-302025-11-14 HOND HCM II ACQUISITION CORP217.6K sharesnew addition2025-09-302025-11-14 AESI ATLAS ENERGY SOLUTIONS INC310.8K shares-39.58%2025-09-302025-11-14 PDS PRECISION DRILLING CORP56.0K shares367.34%2025-09-302025-11-14 URI UNITED RENTALS INC3.3K shares-19.51%2025-09-302025-11-14 ITRI ITRON INC25.2K shares3.28%2025-09-302025-11-14 GEV GE VERNOVA INC5.0K shares-72.83%2025-09-302025-11-14 CAT CATERPILLAR INC5.6K sharesnew addition2025-09-302025-11-14 UUUU ENERGY FUELS INC161.6K shares-62.63%2025-09-302025-11-14 APH AMPHENOL CORP NEW18.8K sharesnew addition2025-09-302025-11-14 ARRY ARRAY TECHNOLOGIES INC251.7K shares-28.70%2025-09-302025-11-14 WBI WATERBRIDGE INFRASTRUCTURE L76.3K sharesnew addition2025-09-302025-11-14 HESM HESS MIDSTREAM LP45.5K shares-77.75%2025-09-302025-11-14 FLR FLUOR CORP NEW35.6K shares-76.42%2025-09-302025-11-14 BE BLOOM ENERGY CORP14.0K sharesnew addition2025-09-302025-11-14 TTI TETRA TECHNOLOGIES INC DEL195.5K shares-13.61%2025-09-302025-11-14 BKV BKV CORP47.8K shares-84.02%2025-09-302025-11-14 NESR NATIONAL ENERGY SERVICES REU95.6K shares-67.17%2025-09-302025-11-14 OPAL OPAL FUELS INC373.8K shares0.00%2025-09-302025-11-14 VST VISTRA CORP2.9K shares-92.04%2025-09-302025-11-14 PUMP PROPETRO HLDG CORP91.3K shares-88.76%2025-09-302025-11-14 NPWR NET POWER INC103.2K shares-65.62%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available