Holdings of SIR Capital Management, L.P.

Name: Holdings of SIR Capital Management, L.P.
Creator: Titelia

75 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 44.8 % of the equity sleeve

Sector breakdown

Energy 39.0 %
Utilities 7.3 %
Industrials 5.1 %
Materials 4.3 %
Technology 1.5 %
Unattributed 43.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	75	905.3M $	100.00 %

Positions

Rank	Company	Shares	Value
1	Antero Resources Corp	1,244,157	52.8M $
2	Devon Energy Corp	1,032,736	52M $
3	Permian Resources Corp	2,204,688	47M $
4	Expand Energy Corp	410,733	45.1M $
5	ONEOK Inc	433,188	39.2M $
6	Ovintiv Inc	636,025	37.8M $
7	Halliburton Co	961,400	37.5M $
8	Freeport-McMoRan Inc	558,694	32.8M $
9	Liberty Energy Inc	1,073,065	30.9M $
10	Kinetik Holdings Inc	629,452	30.5M $
11	Phillips 66	149,104	27.2M $
12	Magnolia Oil & Gas Corp	851,094	26.9M $
13	Chord Energy Corp	179,391	25.5M $
14	Kinder Morgan, Inc.	739,720	24.8M $
15	Xcel Energy Inc	276,435	22M $
16	Patterson-UTI Energy Inc	1,716,893	18.6M $
17	Chevron Corp	77,403	16M $
18	Targa Resources Corp	63,424	15.9M $
19	NRG Energy Inc	101,618	14.9M $
20	Delek US Holdings Inc	314,054	14.2M $
21	California Resources Corp	188,700	13.1M $
22	ProPetro Holding Corp	903,130	13M $
23	UGI Corp	352,450	12.8M $
24	MasTec Inc	36,499	11.7M $
25	RPC Inc	1,596,443	11.3M $
26	APA Corp	234,073	9.9M $
27	Venture Global Inc	618,290	9.7M $
28	Sempra	100,255	9.7M $
29	Corning Inc	71,093	9.7M $
30	Forgent Power Solutions Inc	322,673	9.4M $
31	EOG Resources Inc	64,600	9.3M $
32	Solaris Energy Infrastructure Inc	163,914	9.3M $
33	Vertiv Holdings Co	35,782	9M $
34	Generac Holdings Inc	40,700	7.9M $
35	Cactus Inc	165,729	7.9M $
36	American Electric Power Co Inc	58,400	7.7M $
37	EVgo Inc	4,345,531	7.5M $
38	Cheniere Energy Inc	25,791	7.3M $
39	Honeywell International Inc	31,444	7.1M $
40	ProFrac Holding Corp	1,104,261	6.8M $
41	Modine Manufacturing Co	29,408	6.4M $
42	Exelon Corp	129,229	6.3M $
43	Albemarle Corp	33,015	5.9M $
44	Atlas Energy Solutions Inc	442,690	5.8M $
45	Fluor Corp	117,900	5.5M $
46	Dycom Industries Inc	16,177	5.5M $
47	GE Vernova Inc	6,125	5.3M $
48	Primoris Services Corp	37,300	5.3M $
49	Clean Energy Fuels Corp	2,103,095	5.2M $
50	Vistra Corp	34,100	5.1M $
51	Flowco Holdings Inc	245,963	5.1M $
52	Hess Midstream LP	127,300	4.9M $
53	Amphenol Corp	27,400	3.5M $
54	Fermi Inc	576,627	3.4M $
55	Carrier Global Corp	55,000	3.1M $
56	Lennox International Inc	6,500	3M $
57	Enphase Energy Inc	78,700	3M $
58	Caterpillar Inc	4,100	2.9M $
59	Cummins Inc	3,300	1.8M $
60	Nextpower Inc	13,300	1.6M $
61	Ralliant Corp	35,556	1.5M $
62	Parker-Hannifin Corp	1,600	1.4M $
63	Centrus Energy Corp	8,168	1.4M $
64	TETRA Technologies Inc	154,657	1.3M $
65	USA Rare Earth Inc	83,500	1.3M $
66	Comfort Systems USA Inc	900	1.2M $
67	Sterling Infrastructure Inc	3,000	1.2M $
68	United Rentals Inc	1,600	1.2M $
69	BKV Corp	39,200	1.1M $
70	Solv Energy Inc	35,600	1.1M $
71	OPAL Fuels Inc	373,849	942.1K $
72	Tidewater Inc	6,710	560.6K $
73	Itron Inc	5,150	461.6K $
74	KBR Inc	6,900	254.3K $
75	Net Power Inc	103,178	161K $