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

SIR Capital Management, L.P. held 33,987 VRT 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 33,987 shares

   Change vs previous 13F -1,795 shares

   1.31% of the 13F portfolio, value $11,379,527.

   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 35,782 shares

   Change vs previous 13F -18,937 shares

   0.84% of the 13F portfolio, value $8,966,254.

   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 54,719 shares

   Change vs previous 13F -34,313 shares

   0.98% of the 13F portfolio, value $8,865,025.

   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 89,032 shares

   Change vs previous 13F +5,912 shares

   1.2% of the 13F portfolio, value $13,431,368.

   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 83,120 shares

   Change vs previous 13F not available

   0.95% of the 13F portfolio, value $10,673,439.

   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).