SIR Capital Management

SIR Capital Management as of Sept. 30, 2025

Portfolio Holdings for SIR Capital Management

SIR Capital Management holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Viper Energy Cl A (VNOM) 7.4 $82M 2.1M 38.22
Permian Resources Corp Class A Com (PR) 5.6 $63M 4.9M 12.80
Kinder Morgan (KMI) 4.6 $52M 1.8M 28.31
Devon Energy Corporation (DVN) 4.6 $51M 1.5M 35.06
Oneok (OKE) 4.3 $48M 655k 72.97
Tc Energy Corp (TRP) 4.0 $45M 825k 54.41
Magnolia Oil & Gas Corp Cl A (MGY) 3.7 $42M 1.7M 23.87
Antero Res (AR) 2.9 $32M 958k 33.56
Murphy Oil Corporation (MUR) 2.8 $31M 1.1M 28.41
Solaris Energy Infras Com Cl A (SEI) 2.7 $31M 764k 39.97
Hf Sinclair Corp (DINO) 2.7 $31M 583k 52.34
MasTec (MTZ) 2.6 $29M 135k 212.81
Antero Midstream Corp antero midstream (AM) 2.4 $27M 1.4M 19.44
Sempra Energy (SRE) 2.3 $26M 288k 89.98
Cabot Oil & Gas Corporation (CTRA) 2.3 $26M 1.1M 23.65
Williams Companies (WMB) 2.1 $24M 375k 63.35
Cenovus Energy (CVE) 2.1 $23M 1.4M 16.99
California Res Corp Com Stock (CRC) 1.8 $20M 378k 53.18
Evgo Cl A Com (EVGO) 1.7 $19M 4.1M 4.73
Duke Energy Corp Com New (DUK) 1.7 $19M 155k 123.75
Nextera Energy (NEE) 1.6 $17M 231k 75.49
Gulfport Energy Corp Common Shares (GPOR) 1.5 $17M 94k 180.98
Cheniere Energy Com New (LNG) 1.4 $15M 64k 234.98
Corning Incorporated (GLW) 1.3 $15M 177k 82.03
Exelon Corporation (EXC) 1.3 $14M 320k 45.01
Xcel Energy (XEL) 1.3 $14M 175k 80.65
Canadian Natural Resources (CNQ) 1.3 $14M 438k 31.96
Eaton Corp SHS (ETN) 1.2 $14M 36k 374.25
Vertiv Holdings Com Cl A (VRT) 1.2 $13M 89k 150.86
Freeport-mcmoran CL B (FCX) 1.2 $13M 339k 39.22
Nvent Electric SHS (NVT) 1.1 $13M 129k 98.64
Cactus Cl A (WHD) 1.1 $12M 312k 39.47
Halliburton Company (HAL) 1.1 $12M 495k 24.60
Seadrill 2021 (SDRL) 1.0 $11M 378k 30.21
Tenaris S A Sponsored Ads (TS) 0.9 $10M 290k 35.77
Targa Res Corp (TRGP) 0.9 $10M 61k 167.54
Excelerate Energy Cl A Com (EE) 0.9 $10M 402k 25.19
Kinetik Holdings Com New Cl A (KNTK) 0.9 $9.7M 228k 42.74
Sigma Lithium Corporation (SGML) 0.9 $9.6M 1.5M 6.41
UGI Corporation (UGI) 0.8 $9.3M 279k 33.26
Nextracker Class A Com (NXT) 0.7 $7.8M 105k 73.99
Dycom Industries (DY) 0.7 $7.7M 27k 291.76
Johnson Ctls Intl SHS (JCI) 0.7 $7.6M 69k 109.95
Cameco Corporation (CCJ) 0.7 $7.5M 89k 83.86
Trane Technologies SHS (TT) 0.6 $6.8M 16k 421.96
HudBay Minerals (HBM) 0.6 $6.8M 449k 15.16
Oceaneering International (OII) 0.6 $6.8M 272k 24.78
Centrus Energy Corp Cl A (LEU) 0.6 $6.6M 21k 310.07
Noble Corp Ord Shs A (NE) 0.6 $6.2M 219k 28.28
Expro Group Holdings Nv (XPRO) 0.5 $5.5M 464k 11.88
Itt (ITT) 0.5 $5.3M 30k 178.76
Patterson-UTI Energy (PTEN) 0.5 $5.3M 1.0M 5.18
Nrg Energy Com New (NRG) 0.5 $5.1M 32k 161.95
Clean Energy Fuels (CLNE) 0.4 $4.6M 1.8M 2.58
Modine Manufacturing (MOD) 0.3 $3.8M 27k 142.16
Comfort Systems USA (FIX) 0.3 $3.6M 4.4k 825.18
Technipfmc (FTI) 0.3 $3.6M 92k 39.45
Hcm Ii Acquisition Corp Shs Cl A (HOND) 0.3 $3.6M 218k 16.41
Atlas Energy Solutions Com New (AESI) 0.3 $3.5M 311k 11.37
Precision Drilling Corp Com New (PDS) 0.3 $3.2M 56k 56.33
United Rentals (URI) 0.3 $3.2M 3.3k 954.66
Itron (ITRI) 0.3 $3.1M 25k 124.56
Ge Vernova (GEV) 0.3 $3.1M 5.0k 614.90
Caterpillar (CAT) 0.2 $2.7M 5.6k 477.15
Energy Fuels Com New (UUUU) 0.2 $2.5M 162k 15.35
Amphenol Corp Cl A (APH) 0.2 $2.3M 19k 123.75
Array Technologies Com Shs (ARRY) 0.2 $2.1M 252k 8.15
Waterbridge Infrastructure L Cl A Shs Repstg 0.2 $1.9M 76k 25.22
Hess Midstream Cl A Shs (HESM) 0.1 $1.6M 46k 34.55
Fluor Corporation (FLR) 0.1 $1.5M 36k 42.07
Bloom Energy Corp Com Cl A (BE) 0.1 $1.2M 14k 84.57
TETRA Technologies (TTI) 0.1 $1.1M 196k 5.75
Bkv Corp (BKV) 0.1 $1.1M 48k 23.13
National Energy Services Reu SHS (NESR) 0.1 $981k 96k 10.26
Opal Fuels Class A Com (OPAL) 0.1 $823k 374k 2.20
Vistra Energy (VST) 0.1 $568k 2.9k 195.92
Propetro Hldg (PUMP) 0.0 $478k 91k 5.24
Net Power Com Cl A (NPWR) 0.0 $311k 103k 3.01