SIR Capital Management, L.P.

CIK 0001434997 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: SIR Capital Management, L.P., Chief Operating Officer
Address: 640 8TH AVENUE, 34TH FLOOR, NEW YORK, NY, 10036
Phone: 212-993-7090
AUM: $903.8M

AUM over time

$870.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

IndustrialsEnergyOther

Holdings by filing

Portfolio value: $903.8M80 positionsView on SEC.gov

			% of Portfolio
ALBEMARLE CORP	COM	$17.3M	1.9%	122,115 SH	New
AMPHENOL CORP NEW	CL A	$4.1M	0.5%Prev: 0.2%	30,700 SH	Increased+11,900 SH
ANTERO MIDSTREAM CORP	COM	$31.5M	3.5%Prev: 2.4%	1,772,534 SH	Increased+389,185 SH
ANTERO RESOURCES CORP	COM	$17.7M	2.0%Prev: 2.9%	514,666 SH	Decreased-443,538 SH
ARRAY TECHNOLOGIES INC	COM SHS	$1.7M	0.2%Prev: 0.2%	181,620 SH	Decreased-70,080 SH
BAYTEX ENERGY CORP	COM	$2.6M	0.3%	814,000 SH	New
BKV CORP	COM	$1.0M	0.1%Prev: 0.1%	37,200 SH	Decreased-10,600 SH
BLOOM ENERGY CORP	COM CL A	$999K	0.1%Prev: 0.1%	11,500 SH	Decreased-2,500 SH
BUNGE GLOBAL SA	COM SHS	$12.7M	1.4%	142,900 SH	New
CACTUS INC	CL A	$1.3M	0.1%Prev: 1.1%	29,419 SH	Decreased-282,698 SH
CAMECO CORP	COM	$2.1M	0.2%Prev: 0.7%	22,600 SH	Decreased-66,700 SH
CENOVUS ENERGY INC	COM	$8.9M	1.0%Prev: 2.1%	525,700 SH	Decreased-851,300 SH
CENTRUS ENERGY CORP	CL A	$1.2M	0.1%Prev: 0.6%	4,768 SH	Decreased-16,464 SH
CLEAN ENERGY FUELS CORP	COM	$4.4M	0.5%Prev: 0.4%	2,103,095 SH	Decreased+308,300 SH
COMFORT SYS USA INC	COM	$5.8M	0.6%Prev: 0.3%	6,237 SH	Increased+1,837 SH
CORNING INC	COM	$7.9M	0.9%Prev: 1.3%	89,806 SH	Decreased-86,997 SH
COTERRA ENERGY INC	COM	$30.1M	3.3%Prev: 2.3%	1,144,682 SH	Increased+55,108 SH
CUMMINS INC	COM	$6.1M	0.7%	11,900 SH	New
DEVON ENERGY CORP NEW	COM	$18.5M	2.0%Prev: 4.6%	505,745 SH	Decreased-954,007 SH
DOVER CORP	COM	$3.6M	0.4%	18,400 SH	New
DYCOM INDS INC	COM	$3.2M	0.4%Prev: 0.7%	9,577 SH	Decreased-16,900 SH
EATON CORP PLC	SHS	$8.7M	1.0%Prev: 1.2%	27,361 SH	Decreased-8,993 SH
EMCOR GROUP INC	COM	$6.1M	0.7%	9,970 SH	New
EVGO INC	CL A COM	$12.6M	1.4%Prev: 1.7%	4,345,531 SH	Decreased+234,500 SH
EXCELERATE ENERGY INC	CL A COM	$2.4M	0.3%Prev: 0.9%	86,035 SH	Decreased-315,593 SH
EXELON CORP	COM	$9.2M	1.0%Prev: 1.3%	210,600 SH	Decreased-109,800 SH
EXPAND ENERGY CORPORATION	COM	$13.2M	1.5%	119,600 SH	New
EXPRO GROUP HOLDINGS NV	COM	$790K	0.1%Prev: 0.5%	59,169 SH	Decreased-404,281 SH
FERMI INC	COM	$2.3M	0.2%	281,827 SH	New
FIRST SOLAR INC	COM	$3.7M	0.4%	14,194 SH	New
FREEPORT-MCMORAN INC	CL B	$31.7M	3.5%Prev: 1.2%	624,956 SH	Increased+286,400 SH
GE VERNOVA INC	COM	$7.5M	0.8%Prev: 0.3%	11,500 SH	Increased+6,500 SH
GULFPORT ENERGY CORP	COMMON SHARES	$11.4M	1.3%Prev: 1.5%	54,751 SH	Decreased-38,784 SH
HALLIBURTON CO	COM	$2.5M	0.3%Prev: 1.1%	90,000 SH	Decreased-405,300 SH
HF SINCLAIR CORP	COM	$24.4M	2.7%Prev: 2.7%	530,222 SH	Decreased-52,714 SH
HUDBAY MINERALS INC	COM	$14.8M	1.6%Prev: 0.6%	744,517 SH	Increased+295,717 SH
ITRON INC	COM	$2.6M	0.3%Prev: 0.3%	27,750 SH	Decreased+2,550 SH
ITT INC	COM	$2.2M	0.2%Prev: 0.5%	12,752 SH	Decreased-16,948 SH
JOHNSON CTLS INTL PLC	SHS	$5.9M	0.7%Prev: 0.7%	49,467 SH	Decreased-19,600 SH
KINDER MORGAN INC DEL	COM	$42.0M	4.6%Prev: 4.6%	1,528,726 SH	Decreased-292,153 SH
KINETIK HOLDINGS INC	COM NEW CL A	$24.2M	2.7%Prev: 0.9%	672,090 SH	Increased+444,368 SH
LIBERTY ENERGY INC	COM CL A	$3.3M	0.4%	178,200 SH	New
MAGNOLIA OIL & GAS CORP	CL A	$22.1M	2.4%Prev: 3.7%	1,010,794 SH	Decreased-729,367 SH
MASTEC INC	COM	$28.7M	3.2%Prev: 2.6%	131,899 SH	Decreased-2,889 SH
MODINE MFG CO	COM	$8.7M	1.0%Prev: 0.3%	65,388 SH	Increased+38,588 SH
MURPHY OIL CORP	COM	$2.6M	0.3%Prev: 2.8%	82,015 SH	Decreased-1,005,485 SH
NATIONAL ENERGY SERVICES REU	SHS	$1.2M	0.1%Prev: 0.1%	77,845 SH	Increased-17,768 SH
NET POWER INC	COM CL A	$235K	0.0%Prev: 0.0%	103,178 SH	Decreased
NOBLE CORP PLC	ORD SHS A	$9.5M	1.1%Prev: 0.6%	336,300 SH	Increased+117,700 SH
NRG ENERGY INC	COM NEW	$11.4M	1.3%Prev: 0.5%	71,496 SH	Increased+39,805 SH
NVENT ELECTRIC PLC	SHS	$8.2M	0.9%Prev: 1.1%	80,580 SH	Decreased-48,165 SH
OCEANEERING INTL INC	COM	$2.9M	0.3%Prev: 0.6%	120,000 SH	Decreased-152,400 SH
OLD DOMINION FREIGHT LINE IN	COM	$1.9M	0.2%	12,400 SH	New
ONE GAS INC	COM	$12.6M	1.4%	162,523 SH	New
ONEOK INC NEW	COM	$34.7M	3.8%Prev: 4.3%	472,588 SH	Decreased-182,385 SH
OPAL FUELS INC	CLASS A COM	$880K	0.1%Prev: 0.1%	373,849 SH	Increased
OVINTIV INC	COM	$16.4M	1.8%	418,700 SH	New
PERMIAN RESOURCES CORP	CLASS A COM	$37.0M	4.1%Prev: 5.6%	2,639,388 SH	Decreased-2,269,432 SH
PHILLIPS 66	COM	$13.8M	1.5%	106,930 SH	New
PRECISION DRILLING CORP	COM NEW	$4.0M	0.4%Prev: 0.3%	56,178 SH	Increased+200 SH
PROPETRO HLDG CORP	COM	$12.8M	1.4%Prev: 0.0%	1,346,074 SH	Increased+1,254,774 SH
SEADRILL LTD	COM	$5.3M	0.6%Prev: 1.0%	154,199 SH	Decreased-223,448 SH
SIGMA LITHIUM CORPORATION	COM	$7.9M	0.9%Prev: 0.9%	597,237 SH	Decreased-905,953 SH
SLB LIMITED	COM STK	$10.4M	1.1%	269,800 SH	New
SOLARIS ENERGY INFRAS INC	COM CL A	$7.6M	0.8%Prev: 2.7%	164,959 SH	Decreased-598,935 SH
STERLING INFRASTRUCTURE INC	COM	$5.3M	0.6%	17,200 SH	New
SUNCOR ENERGY INC NEW	COM	$16.1M	1.8%	362,318 SH	New
SUNOCOCORP LLC	COM SHS LLC	$18.9M	2.1%	384,079 SH	New
TC ENERGY CORP	COM	$27.6M	3.1%Prev: 4.0%	502,246 SH	Decreased-323,036 SH
TECHNIPFMC PLC	COM	$3.0M	0.3%Prev: 0.3%	67,300 SH	Decreased-24,218 SH
TETRA TECHNOLOGIES INC DEL	COM	$1.4M	0.2%Prev: 0.1%	154,657 SH	Increased-40,889 SH
UGI CORP NEW	COM	$12.3M	1.4%Prev: 0.8%	329,717 SH	Increased+51,000 SH
UNITED RENTALS INC	COM	$8.6M	0.9%Prev: 0.3%	10,580 SH	Increased+7,280 SH
USA RARE EARTH INC	COM	$1.8M	0.2%	152,500 SH	New
VERTIV HOLDINGS CO	COM CL A	$8.9M	1.0%Prev: 1.2%	54,719 SH	Decreased-34,313 SH
VIPER ENERGY INC	CL A	$59.3M	6.6%Prev: 7.4%	1,534,335 SH	Decreased-612,100 SH
VONTIER CORPORATION	COM	$6.5M	0.7%	176,100 SH	New
WEATHERFORD INTL PLC	ORD SHS	$4.6M	0.5%	58,200 SH	New
WILLIAMS COS INC	COM	$31.6M	3.5%Prev: 2.1%	525,232 SH	Increased+150,032 SH
XCEL ENERGY INC	COM	$22.5M	2.5%Prev: 1.3%	305,285 SH	Increased+130,796 SH

Sold (vs prior filing)

ATLAS ENERGY SOLUTIONS INC — $3.5M
CALIFORNIA RES CORP — $20.1M
CANADIAN NAT RES LTD — $14.0M
CATERPILLAR INC — $2.7M
CHENIERE ENERGY INC — $15.1M
DUKE ENERGY CORP NEW — $19.2M
ENERGY FUELS INC — $2.5M
FLUOR CORP NEW — $1.5M
HCM II ACQUISITION CORP — $3.6M
HESS MIDSTREAM LP — $1.6M
NEXTERA ENERGY INC — $17.4M
NEXTRACKER INC — $7.8M
PATTERSON-UTI ENERGY INC — $5.3M
SEMPRA — $25.9M
TARGA RES CORP — $10.2M
TENARIS S A — $10.4M
TRANE TECHNOLOGIES PLC — $6.8M
VISTRA CORP — $568K
WATERBRIDGE INFRASTRUCTURE L — $1.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001434997-26-000001	$903.8M	View
Nov 14, 2025	Q3 2025	13F-HR	0001434997-25-000007	$1.11B	View
Aug 14, 2026	Q2 2026