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

SIR Capital Management, L.P. held 39,144 MOD 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 39,144 shares

   Change vs previous 13F +9,736 shares

   1.2% of the 13F portfolio, value $10,452,231.

   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 29,408 shares

   Change vs previous 13F -35,980 shares

   0.6% of the 13F portfolio, value $6,373,008.

   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 65,388 shares

   Change vs previous 13F +38,588 shares

   0.97% of the 13F portfolio, value $8,729,952.

   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).

4. period ended2025-09-30

   13F 26,800 shares

   Change vs previous 13F -14,500 shares

   0.34% of the 13F portfolio, value $3,809,888.

   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 41,300 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $4,068,050.

   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).