SIR Capital Management, L.P. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.1B

Holdings

76

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (76 positions)

StockValue
KMIKINDER MORGAN INC DEL
$59.0M
PRPERMIAN RESOURCES CORP
$57.1M
CTRACOTERRA ENERGY INC
$50.0M
TRPTC ENERGY CORP
$49.2M
HALHALLIBURTON CO
$46.3M
OKEONEOK INC NEW
$43.7M
VNOMUSDVIPER ENERGY INC
$43.4M
GPORGULFPORT ENERGY CORP
$41.2M
WFRDWEATHERFORD INTL PLC
$36.3M
ARANTERO RESOURCES CORP
$35.5M
KNTKKINETIK HOLDINGS INC
$31.5M
CRCCANADIAN NAT RES LTD
$30.2M
CHRDCHORD ENERGY CORPORATION
$28.9M
MTDRMATADOR RES CO
$28.2M
UGIUGI CORP NEW
$27.0M
EOGEOG RES INC
$26.4M
LNGCHENIERE ENERGY INC
$25.3M
AMANTERO MIDSTREAM CORP
$23.5M
OVVOVINTIV INC
$22.6M
TXNMTXNM ENERGY INC
$22.0M
SEISOLARIS ENERGY INFRAS INC
$21.9M
CCCHEMOURS CO
$19.7M
PTENPATTERSON-UTI ENERGY INC
$19.1M
NRANRG ENERGY INC
$17.3M
XELXCEL ENERGY INC
$16.9M
DINOHF SINCLAIR CORP
$16.7M
EXEEXPAND ENERGY CORPORATION
$15.6M
DUKDUKE ENERGY CORP NEW
$14.7M
DVNDEVON ENERGY CORP NEW
$14.1M
EQTEQT CORP
$14.0M
FTITECHNIPFMC PLC
$13.9M
LBRTLIBERTY ENERGY INC
$13.4M
ETNEATON CORP PLC
$12.9M
SRESEMPRA
$12.8M
XPROEXPRO GROUP HOLDINGS NV
$12.3M
VLOVALERO ENERGY CORP
$12.3M
EVGOEVGO INC
$11.4M
SHELSHELL PLC
$10.1M
CTVHELIX ENERGY SOLUTIONS GRP I
$9.8M
NENOBLE CORP PLC
$9.0M
PDSPRECISION DRILLING CORP
$9.0M
DYDYCOM INDS INC
$8.7M
GEVGE VERNOVA INC
$7.4M
CRGYCRESCENT ENERGY COMPANY
$7.2M
TSTENARIS S A
$7.1M
SGMLSIGMA LITHIUM CORPORATION
$7.0M
AESAES CORP
$6.9M
TTENTOTALENERGIES SE
$6.8M
MGYMAGNOLIA OIL & GAS CORP
$6.5M
GLWCORNING INC
$5.6M
MTZMASTEC INC
$5.1M
PUMPPROPETRO HLDG CORP
$4.7M
APHAMPHENOL CORP NEW
$4.6M
STRLSTERLING INFRASTRUCTURE INC
$3.5M
INRINFINITY NAT RES INC
$3.0M
ITRIITRON INC
$3.0M
ACDCPROFRAC HLDG CORP
$3.0M
TTTRANE TECHNOLOGIES PLC
$2.8M
CLNECLEAN ENERGY FUELS CORP
$2.8M
BKVBKV CORP
$2.5M
NESRNATIONAL ENERGY SERVICES REU
$2.1M
SDRLSEADRILL LTD
$1.6M
FLNCFLUENCE ENERGY INC
$1.5M
MYRGMYR GROUP INC DEL
$1.4M
JCIJOHNSON CTLS INTL PLC
$1.2M
LEUCENTRUS ENERGY CORP
$1.2M
EEEXCELERATE ENERGY INC
$1.2M
CARRCARRIER GLOBAL CORPORATION
$1.1M
NVTNVENT ELECTRIC PLC
$1.1M
TTITETRA TECHNOLOGIES INC DEL
$856K
NPWRNET POWER INC
$789K
ALBALBEMARLE CORP
$756K
OPALOPAL FUELS INC
$688K
GTLSCHART INDS INC
$574K
VISTVISTA ENERGY S.A.B. DE C.V.
$540K
NEXTNEXTDECADE CORP
$94K