SIR Capital Management

SIR Capital Management as of Dec. 31, 2024

Portfolio Holdings for SIR Capital Management

SIR Capital Management holds 73 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ConocoPhillips (COP) 9.1 $88M 885k 99.17
Kinder Morgan (KMI) 4.8 $47M 1.7M 27.40
Permian Resources Corp Class A Com (PR) 3.7 $36M 2.5M 14.38
Tc Energy Corp (TRP) 3.6 $35M 758k 46.53
Antero Midstream Corp antero midstream (AM) 3.6 $35M 2.3M 15.09
Phillips 66 (PSX) 3.5 $34M 300k 113.93
EOG Resources (EOG) 3.2 $31M 255k 122.58
Cheniere Energy Com New (LNG) 3.1 $30M 139k 214.87
AES Corporation (AES) 2.8 $27M 2.1M 12.87
Cabot Oil & Gas Corporation (CTRA) 2.7 $26M 1.0M 25.54
Viper Energy Cl A 2.2 $21M 427k 49.07
UGI Corporation (UGI) 2.1 $21M 730k 28.23
Chord Energy Corporation Com New (CHRD) 2.0 $20M 170k 116.92
EQT Corporation (EQT) 2.0 $20M 428k 46.11
Gulfport Energy Corp Common Shares (GPOR) 2.0 $20M 106k 184.20
Encana Corporation (OVV) 1.9 $19M 459k 40.50
Chemours (CC) 1.9 $18M 1.1M 16.90
Noble Corp Ord Shs A (NE) 1.9 $18M 579k 31.40
PNM Resources (TXNM) 1.8 $17M 349k 49.17
Antero Res (AR) 1.7 $17M 479k 35.05
Exelon Corporation (EXC) 1.7 $16M 435k 37.64
Helix Energy Solutions (HLX) 1.6 $16M 1.7M 9.32
Solaris Energy Infras Com Cl A (SEI) 1.6 $15M 529k 28.78
Nrg Energy Com New (NRG) 1.5 $15M 166k 90.22
Transocean Registered Shs (RIG) 1.5 $15M 4.0M 3.75
Cenovus Energy (CVE) 1.5 $15M 960k 15.15
Evgo Cl A Com (EVGO) 1.5 $14M 3.5M 4.05
Nextracker Class A Com (NXT) 1.4 $13M 365k 36.53
Bloom Energy Corp Com Cl A (BE) 1.3 $13M 573k 22.21
Tenaris S A Sponsored Ads (TS) 1.3 $13M 333k 37.79
Expro Group Holdings Nv (XPRO) 1.3 $12M 973k 12.47
Suncor Energy (SU) 1.2 $12M 338k 35.68
Hf Sinclair Corp (DINO) 1.2 $12M 331k 35.05
Seadrill 2021 (SDRL) 1.2 $11M 291k 38.93
Xcel Energy (XEL) 1.1 $11M 160k 67.52
Equinor Asa Sponsored Adr (EQNR) 1.1 $11M 455k 23.69
Shell Spon Ads (SHEL) 1.1 $11M 170k 62.65
MasTec (MTZ) 1.1 $11M 78k 136.14
Ge Vernova (GEV) 1.1 $10M 31k 328.93
Sigma Lithium Corporation (SGML) 1.0 $10M 900k 11.22
Matador Resources (MTDR) 1.0 $9.8M 174k 56.26
Fluence Energy Com Cl A (FLNC) 1.0 $9.6M 605k 15.88
Halliburton Company (HAL) 1.0 $9.4M 348k 27.19
Devon Energy Corporation (DVN) 0.9 $8.9M 271k 32.73
Canadian Natural Resources (CNQ) 0.9 $8.4M 271k 30.87
Precision Drilling Corp Com New (PDS) 0.8 $8.0M 130k 61.15
California Res Corp Com Stock (CRC) 0.7 $7.2M 140k 51.89
Itron (ITRI) 0.7 $6.4M 59k 108.58
Clean Energy Fuels (CLNE) 0.7 $6.3M 2.5M 2.51
Totalenergies Se Sponsored Ads (TTE) 0.6 $5.9M 108k 54.50
Array Technologies Com Shs (ARRY) 0.5 $5.2M 868k 6.04
Bkv Corp (BKV) 0.5 $4.8M 204k 23.78
Chesapeake Energy Corp (EXE) 0.5 $4.8M 49k 99.55
First Solar (FSLR) 0.5 $4.8M 27k 176.24
Net Power Com Cl A (NPWR) 0.4 $4.3M 408k 10.59
Dycom Industries (DY) 0.4 $3.6M 21k 174.06
Delek Us Holdings (DK) 0.4 $3.5M 191k 18.50
Oklo Com Cl A (OKLO) 0.3 $3.3M 155k 21.23
Patterson-UTI Energy (PTEN) 0.3 $2.8M 336k 8.26
Solaredge Technologies (SEDG) 0.3 $2.6M 189k 13.60
Nov (NOV) 0.2 $2.4M 166k 14.60
Magnolia Oil & Gas Corp Cl A (MGY) 0.2 $2.0M 84k 23.38
Sunrun (RUN) 0.2 $1.7M 182k 9.25
Opal Fuels Class A Com (OPAL) 0.2 $1.5M 444k 3.39
Baker Hughes Company Cl A (BKR) 0.2 $1.5M 36k 41.02
Chart Industries (GTLS) 0.2 $1.5M 7.6k 190.84
Technipfmc (FTI) 0.1 $1.3M 46k 28.94
SM Energy (SM) 0.1 $1.2M 30k 38.76
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 0.1 $1.1M 21k 54.11
TETRA Technologies (TTI) 0.1 $887k 248k 3.58
BP Sponsored Adr (BP) 0.1 $606k 21k 29.56
Kinetik Holdings Com New Cl A (KNTK) 0.1 $561k 9.9k 56.71
Bunge Global Sa Com Shs (BG) 0.0 $233k 3.0k 77.76