SIR Capital Management, L.P.: AESI position timeline

SIR Capital Management, L.P. held 231,347 AESI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 231,347 shares

   Change vs previous 13F -211,343 shares

   0.44% of the 13F portfolio, value $3,842,674.

   13F-HR 0001434997-26-000003 filed by SIR Capital Management, L.P.
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 442,690 shares

   Change vs previous 13F +442,690 shares

   0.54% of the 13F portfolio, value $5,808,093.

   13F-HR 0001434997-26-000002 filed by SIR Capital Management, L.P.
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -310,841 shares

   13F-HR 0001434997-26-000001 filed by SIR Capital Management, L.P.
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 310,841 shares

   Change vs previous 13F -203,659 shares

   0.32% of the 13F portfolio, value $3,534,262.

   13F-HR 0001434997-25-000007 filed by SIR Capital Management, L.P.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 514,500 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $6,878,865.

   13F-HR 0001434997-25-000005 filed by SIR Capital Management, L.P.
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).