SIR Capital Management, L.P. Q2 2024 Filing
Filed August 7, 2024
Portfolio Value
$1.0T
Holdings
79
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KMIKINDER MORGAN INC DEL | 3,059,853 | $60.8B | 6.05% | |
| 2 | PSXPHILLIPS 66 | 311,700 | $44.0B | 4.38% | |
| 3 | PRPERMIAN RESOURCES CORP | 2,598,170 | $42.0B | 4.17% | |
| 4 | CHRDCHORD ENERGY CORPORATION | 196,180 | $32.9B | 3.27% | |
| 5 | CVECENOVUS ENERGY INC | 1,555,182 | $30.6B | 3.04% | |
| 6 | MRO*MARATHON OIL CORP | 1,054,614 | $30.2B | 3.01% | |
| 7 | VNOMUSDVIPER ENERGY INC | 776,800 | $29.2B | 2.90% | |
| 8 | EQTEQT CORP | 772,400 | $28.6B | 2.84% | |
| 9 | COPCONOCOPHILLIPS | 225,732 | $25.8B | 2.57% | |
| 10 | ARANTERO RESOURCES CORP | 756,950 | $24.7B | 2.46% | |
| 11 | 0E41ENLINK MIDSTREAM LLC | 1,707,480 | $23.5B | 2.34% | |
| 12 | OVVOVINTIV INC | 485,000 | $22.7B | 2.26% | |
| 13 | GPORGULFPORT ENERGY CORP | 147,444 | $22.3B | 2.21% | |
| 14 | AESAES CORP | 1,243,619 | $21.9B | 2.17% | |
| 15 | DKDELEK US HLDGS INC NEW | 876,133 | $21.7B | 2.16% | |
| 16 | BKRBAKER HUGHES COMPANY | 592,691 | $20.8B | 2.07% | |
| 17 | SMSM ENERGY CO | 457,854 | $19.8B | 1.97% | |
| 18 | ARRYARRAY TECHNOLOGIES INC | 1,906,997 | $19.6B | 1.95% | |
| 19 | CIVICIVITAS RESOURCES INC | 266,550 | $18.4B | 1.83% | |
| 20 | FL9CVR ENERGY INC | 668,937 | $17.9B | 1.78% | |
| 21 | TXNMPNM RES INC | 418,446 | $15.5B | 1.54% | |
| 22 | CTRACOTERRA ENERGY INC | 577,700 | $15.4B | 1.53% | |
| 23 | MGYMAGNOLIA OIL & GAS CORP | 596,149 | $15.1B | 1.50% | |
| 24 | NRANRG ENERGY INC | 185,059 | $14.4B | 1.43% | |
| 25 | GTLSCHART INDS INC | 97,342 | $14.1B | 1.40% | |
| 26 | OKEONEOK INC NEW | 166,718 | $13.6B | 1.35% | |
| 27 | CCCHEMOURS CO | 595,435 | $13.4B | 1.34% | |
| 28 | TRPTC ENERGY CORP | 344,756 | $13.1B | 1.30% | |
| 29 | SLBSCHLUMBERGER LTD | 274,300 | $12.9B | 1.29% | |
| 30 | NOVNOV INC | 654,000 | $12.4B | 1.24% | |
| 31 | TRGPTARGA RES CORP | 96,408 | $12.4B | 1.23% | |
| 32 | SUSUNCOR ENERGY INC NEW | 316,113 | $12.0B | 1.20% | |
| 33 | SGMLSIGMA LITHIUM CORPORATION | 999,250 | $12.0B | 1.20% | |
| 34 | NXTNEXTRACKER INC | 253,253 | $11.9B | 1.18% | |
| 35 | CRCCALIFORNIA RES CORP | 222,100 | $11.8B | 1.18% | |
| 36 | KNTKKINETIK HOLDINGS INC | 278,400 | $11.5B | 1.15% | |
| 37 | IMOIMPERIAL OIL LTD | 167,108 | $11.4B | 1.13% | |
| 38 | MTZMASTEC INC | 104,289 | $11.2B | 1.11% | |
| 39 | SHLSSHOALS TECHNOLOGIES GROUP IN | 1,787,672 | $11.2B | 1.11% | |
| 40 | VSTVISTRA CORP | 127,112 | $10.9B | 1.09% | |
| 41 | BTEBAYTEX ENERGY CORP | 3,076,855 | $10.7B | 1.06% | |
| 42 | APDAIR PRODS & CHEMS INC | 40,500 | $10.5B | 1.04% | |
| 43 | DO1USDDIAMOND OFFSHORE DRILLING IN | 641,079 | $9.9B | 0.99% | |
| 44 | TSTENARIS S A | 317,169 | $9.7B | 0.96% | |
| 45 | NINISOURCE INC | 317,611 | $9.2B | 0.91% | |
| 46 | PAGPPLAINS GP HLDGS L P | 470,179 | $8.8B | 0.88% | |
| 47 | MURMURPHY OIL CORP | 204,600 | $8.4B | 0.84% | |
| 48 | AMANTERO MIDSTREAM CORP | 559,774 | $8.3B | 0.82% | |
| 49 | CLNECLEAN ENERGY FUELS CORP | 2,764,529 | $7.4B | 0.73% | |
| 50 | 016VEREN INC | 920,600 | $7.3B | 0.72% | |
| 51 | EEEXCELERATE ENERGY INC | 362,960 | $6.7B | 0.67% | |
| 52 | SHELSHELL PLC | 89,200 | $6.4B | 0.64% | |
| 53 | SDRLSEADRILL 2021 LTD | 121,406 | $6.3B | 0.62% | |
| 54 | SBOWEURSILVERBOW RES INC | 162,600 | $6.2B | 0.61% | |
| 55 | CTVHELIX ENERGY SOLUTIONS GRP I | 500,930 | $6.0B | 0.59% | |
| 56 | PTENPATTERSON-UTI ENERGY INC | 534,316 | $5.5B | 0.55% | |
| 57 | RUNSUNRUN INC | 464,588 | $5.5B | 0.55% | |
| 58 | HESMHESS MIDSTREAM LP | 137,200 | $5.0B | 0.50% | |
| 59 | PDSPRECISION DRILLING CORP | 70,378 | $4.9B | 0.49% | |
| 60 | UGIUGI CORP NEW | 215,598 | $4.9B | 0.49% | |
| 61 | TTENTOTALENERGIES SE | 65,700 | $4.4B | 0.44% | |
| 62 | TTITETRA TECHNOLOGIES INC DEL | 1,239,546 | $4.3B | 0.43% | |
| 63 | BPBP PLC | 115,300 | $4.2B | 0.41% | |
| 64 | CSIQCANADIAN SOLAR INC | 270,787 | $4.0B | 0.40% | |
| 65 | OECORION S.A. | 181,934 | $4.0B | 0.40% | |
| 66 | 8LP1VITAL ENERGY INC | 78,800 | $3.5B | 0.35% | |
| 67 | ACDCPROFRAC HLDG CORP | 362,686 | $2.7B | 0.27% | |
| 68 | NEXTNEXTDECADE CORP | 332,559 | $2.6B | 0.26% | |
| 69 | EVGOEVGO INC | 958,600 | $2.3B | 0.23% | |
| 70 | BEBLOOM ENERGY CORP | 156,500 | $1.9B | 0.19% | |
| 71 | MNTKMONTAUK RENEWABLES INC | 326,074 | $1.9B | 0.18% | |
| 72 | RSTEM INC | 1,578,575 | $1.8B | 0.17% | |
| 73 | OPALOPAL FUELS INC | 388,049 | $1.6B | 0.16% | |
| 74 | XPROEXPRO GROUP HOLDINGS NV | 63,874 | $1.5B | 0.15% | |
| 75 | CRGYCRESCENT ENERGY COMPANY | 115,200 | $1.4B | 0.14% | |
| 76 | NPWRNET POWER INC | 98,783 | $971.0M | 0.10% | |
| 77 | ITRIITRON INC | 9,400 | $930.2M | 0.09% | |
| 78 | SLCAU S SILICA HLDGS INC | 36,589 | $565.3M | 0.06% | |
| 79 | NENOBLE CORP PLC | 5,600 | $250.0M | 0.02% |