SIR Capital Management

SIR Capital Management as of March 31, 2025

Portfolio Holdings for SIR Capital Management

SIR Capital Management holds 76 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kinder Morgan (KMI) 5.2 $59M 2.1M 28.53
Permian Resources Corp Class A Com (PR) 5.0 $57M 4.1M 13.85
Cabot Oil & Gas Corporation (CTRA) 4.4 $50M 1.7M 28.90
Tc Energy Corp (TRP) 4.3 $49M 1.0M 47.21
Halliburton Company (HAL) 4.1 $46M 1.8M 25.37
Oneok (OKE) 3.8 $44M 441k 99.22
Viper Energy Cl A 3.8 $43M 962k 45.15
Gulfport Energy Corp Common Shares (GPOR) 3.6 $41M 224k 184.14
Weatherford Intl Ord Shs (WFRD) 3.2 $36M 679k 53.55
Antero Res (AR) 3.1 $36M 878k 40.44
Kinetik Holdings Com New Cl A (KNTK) 2.8 $32M 607k 51.94
Canadian Natural Resources (CNQ) 2.6 $30M 980k 30.80
Chord Energy Corporation Com New (CHRD) 2.5 $29M 256k 112.72
Matador Resources (MTDR) 2.5 $28M 552k 51.09
UGI Corporation (UGI) 2.4 $27M 815k 33.07
EOG Resources (EOG) 2.3 $26M 206k 128.24
Cheniere Energy Com New (LNG) 2.2 $25M 110k 231.40
Antero Midstream Corp antero midstream (AM) 2.1 $24M 1.3M 18.00
Encana Corporation (OVV) 2.0 $23M 528k 42.80
PNM Resources (TXNM) 1.9 $22M 412k 53.48
Solaris Energy Infras Com Cl A (SEI) 1.9 $22M 1.0M 21.76
Chemours (CC) 1.7 $20M 1.5M 13.53
Patterson-UTI Energy (PTEN) 1.7 $19M 2.3M 8.22
Nrg Energy Com New (NRG) 1.5 $17M 181k 95.46
Xcel Energy (XEL) 1.5 $17M 238k 70.79
Hf Sinclair Corp (DINO) 1.5 $17M 507k 32.88
Chesapeake Energy Corp (EXE) 1.4 $16M 140k 111.32
Duke Energy Corp Com New (DUK) 1.3 $15M 120k 121.97
Devon Energy Corporation (DVN) 1.2 $14M 377k 37.40
EQT Corporation (EQT) 1.2 $14M 263k 53.43
Technipfmc (FTI) 1.2 $14M 439k 31.69
Liberty Energy Com Cl A (LBRT) 1.2 $13M 844k 15.83
Eaton Corp SHS (ETN) 1.1 $13M 48k 271.83
Sempra Energy (SRE) 1.1 $13M 179k 71.36
Expro Group Holdings Nv (XPRO) 1.1 $12M 1.2M 9.94
Valero Energy Corporation (VLO) 1.1 $12M 93k 132.07
Evgo Cl A Com (EVGO) 1.0 $11M 4.3M 2.66
Shell Spon Ads (SHEL) 0.9 $10M 138k 73.28
Helix Energy Solutions (HLX) 0.9 $9.8M 1.2M 8.31
Noble Corp Ord Shs A (NE) 0.8 $9.0M 379k 23.70
Precision Drilling Corp Com New (PDS) 0.8 $9.0M 193k 46.50
Dycom Industries (DY) 0.8 $8.7M 57k 152.34
Ge Vernova (GEV) 0.6 $7.4M 24k 305.28
Crescent Energy Company Cl A Com (CRGY) 0.6 $7.2M 642k 11.24
Tenaris S A Sponsored Ads (TS) 0.6 $7.1M 181k 39.11
Sigma Lithium Corporation (SGML) 0.6 $7.0M 676k 10.40
AES Corporation (AES) 0.6 $6.9M 556k 12.42
Totalenergies Se Sponsored Ads (TTE) 0.6 $6.8M 105k 64.69
Magnolia Oil & Gas Corp Cl A (MGY) 0.6 $6.5M 257k 25.26
Corning Incorporated (GLW) 0.5 $5.6M 123k 45.78
MasTec (MTZ) 0.4 $5.1M 43k 116.71
Propetro Hldg (PUMP) 0.4 $4.7M 641k 7.35
Amphenol Corp Cl A (APH) 0.4 $4.6M 70k 65.59
Sterling Construction Company (STRL) 0.3 $3.5M 31k 113.21
Infinity Nat Res Com Cl A (INR) 0.3 $3.0M 163k 18.75
Itron (ITRI) 0.3 $3.0M 29k 104.76
Profrac Hldg Corp Class A Com (ACDC) 0.3 $3.0M 394k 7.59
Trane Technologies SHS (TT) 0.2 $2.8M 8.3k 336.92
Clean Energy Fuels (CLNE) 0.2 $2.8M 1.8M 1.55
Bkv Corp (BKV) 0.2 $2.5M 121k 21.00
National Energy Services Reu SHS (NESR) 0.2 $2.1M 291k 7.36
Seadrill 2021 (SDRL) 0.1 $1.6M 64k 25.00
Fluence Energy Com Cl A (FLNC) 0.1 $1.5M 302k 4.85
Myr (MYRG) 0.1 $1.4M 13k 113.09
Johnson Ctls Intl SHS (JCI) 0.1 $1.2M 16k 80.11
Centrus Energy Corp Cl A (LEU) 0.1 $1.2M 20k 62.21
Excelerate Energy Cl A Com (EE) 0.1 $1.2M 43k 28.68
Carrier Global Corporation (CARR) 0.1 $1.1M 18k 63.40
Nvent Electric SHS (NVT) 0.1 $1.1M 21k 52.42
TETRA Technologies (TTI) 0.1 $856k 255k 3.36
Net Power Com Cl A (NPWR) 0.1 $789k 300k 2.63
Albemarle Corporation (ALB) 0.1 $756k 11k 72.02
Opal Fuels Class A Com (OPAL) 0.1 $688k 374k 1.84
Chart Industries (GTLS) 0.1 $574k 4.0k 144.36
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 0.0 $540k 12k 46.56
Nextdecade Corp (NEXT) 0.0 $94k 12k 7.78