SIR Capital Management, L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$969.9B
Holdings
73
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COPCONOCOPHILLIPS | 885,232 | $87.8B | 9.05% | |
| 2 | KMIKINDER MORGAN INC DEL | 1,709,197 | $46.8B | 4.83% | |
| 3 | PRPERMIAN RESOURCES CORP | 2,479,177 | $35.7B | 3.68% | |
| 4 | TRPTC ENERGY CORP | 757,720 | $35.3B | 3.63% | |
| 5 | AMANTERO MIDSTREAM CORP | 2,323,270 | $35.1B | 3.61% | |
| 6 | PSXPHILLIPS 66 | 300,119 | $34.2B | 3.53% | |
| 7 | EOGEOG RES INC | 254,600 | $31.2B | 3.22% | |
| 8 | LNGCHENIERE ENERGY INC | 139,181 | $29.9B | 3.08% | |
| 9 | AESAES CORP | 2,100,958 | $27.0B | 2.79% | |
| 10 | CTRACOTERRA ENERGY INC | 1,012,344 | $25.9B | 2.67% | |
| 11 | VNOMUSDVIPER ENERGY INC | 427,410 | $21.0B | 2.16% | |
| 12 | UGIUGI CORP NEW | 729,800 | $20.6B | 2.12% | |
| 13 | CHRDCHORD ENERGY CORPORATION | 169,785 | $19.9B | 2.05% | |
| 14 | EQTEQT CORP | 428,338 | $19.8B | 2.04% | |
| 15 | GPORGULFPORT ENERGY CORP | 105,865 | $19.5B | 2.01% | |
| 16 | OVVOVINTIV INC | 458,757 | $18.6B | 1.92% | |
| 17 | CCCHEMOURS CO | 1,078,566 | $18.2B | 1.88% | |
| 18 | NENOBLE CORP PLC | 579,325 | $18.2B | 1.88% | |
| 19 | TXNMTXNM ENERGY INC | 349,221 | $17.2B | 1.77% | |
| 20 | ARANTERO RESOURCES CORP | 478,666 | $16.8B | 1.73% | |
| 21 | PEOEXELON CORP | 435,014 | $16.4B | 1.69% | |
| 22 | CTVHELIX ENERGY SOLUTIONS GRP I | 1,706,116 | $15.9B | 1.64% | |
| 23 | SEISOLARIS ENERGY INFRAS INC | 529,106 | $15.2B | 1.57% | |
| 24 | NRANRG ENERGY INC | 166,295 | $15.0B | 1.55% | |
| 25 | RIGTRANSOCEAN LTD | 3,993,676 | $15.0B | 1.54% | |
| 26 | CVECENOVUS ENERGY INC | 960,300 | $14.5B | 1.50% | |
| 27 | EVGOEVGO INC | 3,533,645 | $14.3B | 1.48% | |
| 28 | NXTNEXTRACKER INC | 365,285 | $13.3B | 1.38% | |
| 29 | BEBLOOM ENERGY CORP | 572,798 | $12.7B | 1.31% | |
| 30 | TSTENARIS S A | 333,277 | $12.6B | 1.30% | |
| 31 | XPROEXPRO GROUP HOLDINGS NV | 972,759 | $12.1B | 1.25% | |
| 32 | SUSUNCOR ENERGY INC NEW | 337,600 | $12.0B | 1.24% | |
| 33 | DINOHF SINCLAIR CORP | 331,078 | $11.6B | 1.20% | |
| 34 | SDRLSEADRILL 2021 LTD | 290,719 | $11.3B | 1.17% | |
| 35 | XELXCEL ENERGY INC | 160,425 | $10.8B | 1.12% | |
| 36 | EQNREQUINOR ASA | 455,300 | $10.8B | 1.11% | |
| 37 | SHELSHELL PLC | 169,901 | $10.6B | 1.10% | |
| 38 | MTZMASTEC INC | 77,723 | $10.6B | 1.09% | |
| 39 | GEVGE VERNOVA INC | 31,400 | $10.3B | 1.06% | |
| 40 | SGMLSIGMA LITHIUM CORPORATION | 900,243 | $10.1B | 1.04% | |
| 41 | MTDRMATADOR RES CO | 173,600 | $9.8B | 1.01% | |
| 42 | FLNCFLUENCE ENERGY INC | 604,871 | $9.6B | 0.99% | |
| 43 | HALHALLIBURTON CO | 347,527 | $9.4B | 0.97% | |
| 44 | DVNDEVON ENERGY CORP NEW | 271,000 | $8.9B | 0.91% | |
| 45 | CRCCANADIAN NAT RES LTD | 270,787 | $8.4B | 0.86% | |
| 46 | PDSPRECISION DRILLING CORP | 130,078 | $8.0B | 0.82% | |
| 47 | CRCCALIFORNIA RES CORP | 139,509 | $7.2B | 0.75% | |
| 48 | ITRIITRON INC | 59,305 | $6.4B | 0.66% | |
| 49 | CLNECLEAN ENERGY FUELS CORP | 2,520,941 | $6.3B | 0.65% | |
| 50 | TTENTOTALENERGIES SE | 108,300 | $5.9B | 0.61% | |
| 51 | ARRYARRAY TECHNOLOGIES INC | 868,000 | $5.2B | 0.54% | |
| 52 | BKVBKV CORP | 203,900 | $4.8B | 0.50% | |
| 53 | EXEEXPAND ENERGY CORPORATION | 48,500 | $4.8B | 0.50% | |
| 54 | FSLRFIRST SOLAR INC | 27,300 | $4.8B | 0.50% | |
| 55 | NPWRNET POWER INC | 408,378 | $4.3B | 0.45% | |
| 56 | DYDYCOM INDS INC | 20,777 | $3.6B | 0.37% | |
| 57 | DKDELEK US HLDGS INC NEW | 191,318 | $3.5B | 0.36% | |
| 58 | OKLOOKLO INC | 155,442 | $3.3B | 0.34% | |
| 59 | PTENPATTERSON-UTI ENERGY INC | 336,102 | $2.8B | 0.29% | |
| 60 | SEDGSOLAREDGE TECHNOLOGIES INC | 188,900 | $2.6B | 0.26% | |
| 61 | NOVNOV INC | 165,467 | $2.4B | 0.25% | |
| 62 | MGYMAGNOLIA OIL & GAS CORP | 83,800 | $2.0B | 0.20% | |
| 63 | RUNSUNRUN INC | 181,959 | $1.7B | 0.17% | |
| 64 | OPALOPAL FUELS INC | 443,949 | $1.5B | 0.16% | |
| 65 | BKRBAKER HUGHES COMPANY | 35,731 | $1.5B | 0.15% | |
| 66 | GTLSCHART INDS INC | 7,639 | $1.5B | 0.15% | |
| 67 | FTITECHNIPFMC PLC | 46,157 | $1.3B | 0.14% | |
| 68 | SMSM ENERGY CO | 29,974 | $1.2B | 0.12% | |
| 69 | VISTVISTA ENERGY S.A.B. DE C.V. | 20,600 | $1.1B | 0.11% | |
| 70 | TTITETRA TECHNOLOGIES INC DEL | 247,746 | $886.9M | 0.09% | |
| 71 | BPBP PLC | 20,500 | $606.0M | 0.06% | |
| 72 | KNTKKINETIK HOLDINGS INC | 9,900 | $561.4M | 0.06% | |
| 73 | BGBUNGE GLOBAL SA | 3,000 | $233.3M | 0.02% |