Holders — by stockHoldings — by fund
SIR Capital Management, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001434997
$870.1M
disclosed book value
79
positions
8.9%
largest position share
Positions, as of 2026-06-30
top 79 of 79 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | XOMEXXON MOBIL CORP | 565,295 | $77.3M | 8.9% |
| 2 | DVNDEVON ENERGY CORP NEW | 1.7M | $72.3M | 8.3% |
| 3 | PRPERMIAN RESOURCES CORP | 3.3M | $60.6M | 7% |
| 4 | OVVOVINTIV INC | 716,400 | $37.7M | 4.3% |
| 5 | VLOVALERO ENERGY CORP | 124,319 | $32.4M | 3.7% |
| 6 | ARANTERO RESOURCES CORP | 825,364 | $29.0M | 3.3% |
| 7 | EXEEXPAND ENERGY CORPORATION | 234,043 | $21.3M | 2.5% |
| 8 | MTZMASTEC INC | 50,469 | $21.0M | 2.4% |
| 9 | TSTENARIS S A | 368,588 | $20.5M | 2.4% |
| 10 | TECKTECK RESOURCES LTD | 342,632 | $20.4M | 2.3% |
| 11 | LNGCHENIERE ENERGY INC | 81,344 | $19.4M | 2.2% |
| 12 | DKDELEK US HLDGS INC NEW | 363,287 | $18.5M | 2.1% |
| 13 | CVECENOVUS ENERGY INC | 674,191 | $16.7M | 1.9% |
| 14 | APHAMPHENOL CORP | 86,310 | $15.2M | 1.7% |
| 15 | TRGPTARGA RES CORP | 54,424 | $14.6M | 1.7% |
| 16 | VNOMVIPER ENERGY INC | 334,100 | $14.2M | 1.6% |
| 17 | IMOIMPERIAL OIL LTD | 119,300 | $13.4M | 1.5% |
| 18 | FCXFREEPORT MCMORAN INC | 207,100 | $13.0M | 1.5% |
| 19 | BGBUNGE GLOBAL SA | 120,100 | $12.8M | 1.5% |
| 20 | PUMPPROPETRO HLDG CORP | 835,863 | $12.0M | 1.4% |
| 21 | FLEXFLEX LTD | 72,900 | $11.8M | 1.4% |
| 22 | CRCCALIFORNIA RES CORP | 218,438 | $11.5M | 1.3% |
| 23 | VRTVERTIV HOLDINGS CO | 33,987 | $11.4M | 1.3% |
| 24 | ALBALBEMARLE CORP | 83,342 | $11.3M | 1.3% |
| 25 | NVTNVENT ELEC PLC | 66,088 | $11.2M | 1.3% |
| 26 | ENPHENPHASE ENERGY INC | 220,508 | $10.9M | 1.2% |
| 27 | WFRDWEATHERFORD INTL PLC | 132,700 | $10.8M | 1.2% |
| 28 | AMANTERO MIDSTREAM CORP | 467,598 | $10.6M | 1.2% |
| 29 | MODMODINE MFG CO | 39,144 | $10.5M | 1.2% |
| 30 | SDRLSEADRILL LTD | 260,971 | $9.9M | 1.1% |
| 31 | PRIMPRIMORIS SVCS CORP | 93,640 | $9.3M | 1.1% |
| 32 | PBFPBF ENERGY INC | 200,529 | $9.1M | 1% |
| 33 | FIXCOMFORT SYS USA INC | 4,394 | $8.7M | 1% |
| 34 | PDSPRECISION DRILLING CORP | 113,178 | $8.7M | 1% |
| 35 | SEISOLARIS ENERGY INFRAS INC | 107,947 | $8.7M | 1% |
| 36 | NRGNRG ENERGY INC | 59,418 | $8.7M | 1% |
| 37 | EVGOEVGO INC | 4.3M | $8.3M | 1% |
| 38 | HALHALLIBURTON CO | 230,200 | $7.8M | 0.9% |
| 39 | LBRTLIBERTY ENERGY INC | 297,884 | $7.8M | 0.9% |
| 40 | BKRBAKER HUGHES COMPANY | 138,200 | $7.7M | 0.9% |
| 41 | FLRFLUOR CORP | 132,415 | $6.9M | 0.8% |
| 42 | DYDYCOM INDS INC | 13,377 | $6.8M | 0.8% |
| 43 | TRPTC ENERGY CORP | 98,262 | $6.5M | 0.7% |
| 44 | DARDARLING INGREDIENTS INC | 113,800 | $6.2M | 0.7% |
| 45 | MGYMAGNOLIA OIL & GAS CORP | 227,667 | $5.8M | 0.7% |
| 46 | CHRDCHORD ENERGY CORPORATION | 49,048 | $5.6M | 0.6% |
| 47 | USARUSA RARE EARTH INC | 250,414 | $5.4M | 0.6% |
| 48 | KMIKINDER MORGAN INC DEL | 162,485 | $5.2M | 0.6% |
| 49 | NXTNEXTPOWER INC | 43,359 | $5.2M | 0.6% |
| 50 | TPLTEXAS PACIFIC LAND CORPORATI | 11,200 | $4.9M | 0.6% |
| 51 | SMSM ENERGY COMPANY | 182,900 | $4.8M | 0.5% |
| 52 | SGMLSIGMA LITHIUM CORPORATION | 375,793 | $4.8M | 0.5% |
| 53 | CARRCARRIER GLOBAL CORPORATION | 60,300 | $4.4M | 0.5% |
| 54 | PHPARKER-HANNIFIN CORP | 4,463 | $4.4M | 0.5% |
| 55 | CLNECLEAN ENERGY FUELS CORP | 2.1M | $4.3M | 0.5% |
| 56 | TDWTIDEWATER INC NEW | 61,850 | $4.1M | 0.5% |
| 57 | ITTITT INC | 20,200 | $4.0M | 0.5% |
| 58 | AESIATLAS ENERGY SOLUTIONS INC | 231,347 | $3.8M | 0.4% |
| 59 | NOGNORTHERN OIL & GAS INC | 210,200 | $3.8M | 0.4% |
| 60 | LEUCENTRUS ENERGY CORP | 20,821 | $3.5M | 0.4% |
| 61 | OKEONEOK INC NEW | 37,613 | $3.3M | 0.4% |
| 62 | UGIUGI CORP NEW | 91,226 | $3.2M | 0.4% |
| 63 | ETNEATON CORP PLC | 6,700 | $2.9M | 0.3% |
| 64 | EROCEROCK INC | 176,100 | $2.6M | 0.3% |
| 65 | CCJCAMECO CORP | 21,200 | $2.2M | 0.2% |
| 66 | CMICUMMINS INC | 2,900 | $2.1M | 0.2% |
| 67 | GLWCORNING INC | 8,088 | $2.1M | 0.2% |
| 68 | VGVENTURE GLOBAL INC | 181,448 | $2.0M | 0.2% |
| 69 | GLNGGOLAR LNG LTD | 37,100 | $1.8M | 0.2% |
| 70 | TTITETRA TECHNOLOGIES INC DEL | 159,766 | $1.8M | 0.2% |
| 71 | KNTKKINETIK HOLDINGS INC | 32,391 | $1.6M | 0.2% |
| 72 | SOCSABLE OFFSHORE CORP | 457,919 | $1.4M | 0.2% |
| 73 | GEVGE VERNOVA INC | 1,088 | $1.3M | 0.1% |
| 74 | RALRALLIANT CORP | 16,400 | $1.2M | 0.1% |
| 75 | BKVBKV CORP | 41,500 | $1.1M | 0.1% |
| 76 | OPALOPAL FUELS INC | 373,849 | $822,468 | 0.1% |
| 77 | STRLSTERLING INFRASTRUCTURE INC | 895 | $751,227 | 0.1% |
| 78 | MWHSOLV ENERGY INC | 21,450 | $730,373 | 0.1% |
| 79 | NPWRNET POWER INC | 109,651 | $183,117 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.