13F-HR filed by SIR Capital Management, L.P.
SIR Capital Management, L.P. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 88 holding rows worth $1,071,013,151.
- Accession
- 0001434997-26-000002
- Filer
- CIK 1434997
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 88 entries on the cover page, a total value of $1,071,013,151 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,071,013,151 with VALUE read as dollars as filed, 13F file number 028-13426. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 1,244,157 | $52,802,023 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 1,032,736 | $51,967,276 | dollars as filed | |
| PERMIAN RESOURCES CORP CLASS A COM | 71424F105 | Stock | 2,204,688 | $47,003,948 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 410,733 | $45,090,269 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 1,476,500 | $39,171,545 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 433,188 | $39,155,863 | dollars as filed | |
| OVINTIV INC | 69047Q102 | COM | 636,025 | $37,754,444 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 961,400 | $37,484,986 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 558,694 | $32,840,033 | dollars as filed | |
| LIBERTY ENERGY INC | 53115L104 | COM CL A | 1,073,065 | $30,904,272 | dollars as filed | |
| KINETIK HOLDINGS INC COM NEW CL A | 02215L209 | Stock | 629,452 | $30,471,771 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 434,580 | $28,730,084 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 149,104 | $27,163,767 | dollars as filed | |
| MAGNOLIA OIL & GAS CORP | 559663109 | CL A | 851,094 | $26,869,038 | dollars as filed | |
| CHORD ENERGY CORPORATION | 674215207 | COM NEW | 179,391 | $25,505,812 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 739,720 | $24,802,812 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 276,435 | $21,959,996 | dollars as filed | |
| TC ENERGY CORP | 87807B107 | COM | 308,500 | $19,312,100 | dollars as filed | |
| PATTERSON-UTI ENERGY INC | 703481101 | COM | 1,716,893 | $18,593,951 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 136,600 | $17,375,520 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 77,403 | $16,014,681 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 63,424 | $15,902,300 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 101,618 | $14,850,455 | dollars as filed | |
| DELEK US HLDGS INC NEW COM | 24665A103 | Stock | 314,054 | $14,154,414 | dollars as filed | |
| SEADRILL LIMITED | G7997W102 | COMMON STOCK | 301,799 | $13,731,855 | dollars as filed | |
| HUDBAY MINERALS INC COM | 443628102 | Stock | 644,518 | $13,470,426 | dollars as filed | |
| CALIFORNIA RES CORP | 13057Q305 | COM STOCK | 188,700 | $13,061,814 | dollars as filed | |
| PROPETRO HLDG CORP | 74347M108 | COM | 903,130 | $13,014,103 | dollars as filed | |
| UGI CORP NEW COM | 902681105 | Stock | 352,450 | $12,836,229 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 36,499 | $11,743,188 | dollars as filed | |
| RPC INC | 749660106 | COMMON STOCK | 1,596,443 | $11,302,816 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 234,073 | $9,934,058 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 618,290 | $9,744,250 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 100,255 | $9,741,778 | dollars as filed | |
| CORNING INC | 219350105 | COM | 71,093 | $9,666,515 | dollars as filed | |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 322,673 | $9,444,639 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 64,600 | $9,339,222 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 163,914 | $9,262,780 | dollars as filed | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 173,900 | $8,999,325 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 35,782 | $8,966,254 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 40,700 | $7,949,931 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 67,045 | $7,930,083 | dollars as filed | |
| CACTUS INC | 127203107 | CL A | 165,729 | $7,850,583 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 58,400 | $7,655,072 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 4,345,531 | $7,474,313 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 25,791 | $7,318,454 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 31,444 | $7,107,287 | dollars as filed | |
| PROFRAC HLDG CORP | 74319N100 | CLASS A COM | 1,104,261 | $6,846,418 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 29,408 | $6,373,008 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 129,229 | $6,334,806 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 33,015 | $5,927,183 | dollars as filed | |
| ATLAS ENERGY SOLUTIONS INC | 642045108 | COM NEW | 442,690 | $5,808,093 | dollars as filed | |
| FLUOR CORP | 343412102 | COM | 117,900 | $5,500,035 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 16,177 | $5,481,091 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 6,125 | $5,346,513 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 37,300 | $5,335,392 | dollars as filed | |
| CLEAN ENERGY FUELS CORP | 184499101 | COMMON STOCK | 2,103,095 | $5,215,676 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 34,100 | $5,126,253 | dollars as filed | |
| SIGMA LITHIUM CORPORATION COM | 826599102 | Stock | 413,993 | $5,108,674 | dollars as filed | |
| FLOWCO HLDGS INC | 342909108 | COM CL A | 245,963 | $5,066,838 | dollars as filed | |
| HESS MIDSTREAM LP | 428103105 | CL A SHS | 127,300 | $4,948,151 | dollars as filed | |
| NOBLE CORP PLC ORD SHS A | G65431127 | Stock | 90,950 | $4,462,917 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 27,400 | $3,461,990 | dollars as filed | |
| GOLAR LNG LTD | G9456A100 | SHS | 62,332 | $3,372,785 | dollars as filed | |
| FERMI INC | 314911108 | COM | 576,627 | $3,367,502 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 55,000 | $3,097,050 | dollars as filed | |
| LENNOX INTL INC COM | 526107107 | Stock | 6,500 | $3,016,845 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 78,700 | $2,975,647 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 4,100 | $2,904,686 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 16,400 | $2,147,580 | dollars as filed | |
| PRECISION DRILLING CORP COM NEW | 74022D407 | Stock | 19,078 | $1,877,154 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 3,300 | $1,775,466 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 13,300 | $1,603,315 | dollars as filed | |
| RALLIANT CORP | 750940108 | COM | 35,556 | $1,478,774 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 1,600 | $1,432,384 | dollars as filed | |
| CENTRUS ENERGY CORP | 15643U104 | CL A | 8,168 | $1,417,883 | dollars as filed | |
| TETRA TECHNOLOGIES INC DEL | 88162F105 | COM | 154,657 | $1,317,678 | dollars as filed | |
| USA RARE EARTH INC COM | 91733P107 | Stock | 83,500 | $1,263,773 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 900 | $1,241,091 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 3,000 | $1,221,810 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 1,600 | $1,165,696 | dollars as filed | |
| BKV CORPORATION | 05603J108 | COMMON STOCK | 39,200 | $1,117,984 | dollars as filed | |
| SOLV Energy Inc | 78475V103 | Class A Common Stock | 35,600 | $1,069,068 | dollars as filed | |
| OPAL FUELS INC | 68347P103 | CLASS A COM | 373,849 | $942,099 | dollars as filed | |
| TIDEWATER INC NEW COM | 88642R109 | Stock | 6,710 | $560,621 | dollars as filed | |
| ITRON INC COM | 465741106 | Stock | 5,150 | $461,595 | dollars as filed | |
| KBR INC COM | 48242W106 | Stock | 6,900 | $254,334 | dollars as filed | |
| NET POWER INC | 64107A105 | COMMON STOCK | 103,178 | $160,958 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001434997-26-000002 | this filing | 2026-05-15 | acceptance time not in the bulk data set |