SIR Capital Management, L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, SIR Capital Management, L.P. held in its portfolio 80 assets valued at $903,801,224 (i.e. $903.80M).

The most valuable assets in the portfolio included: VIPER ENERGY INC ($59.27M), KINDER MORGAN INC DEL ($42.03M), and PERMIAN RESOURCES CORP ($37.03M).

The chart below shows the top 10 valuable assets, and the table below shows the top 80 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in SIR Capital Management, L.P. Portfolio
VIPER ENERGY INC
KINDER MORGAN INC DEL
PERMIAN RESOURCES CORP
ONEOK INC NEW
FREEPORT-MCMORAN INC
WILLIAMS COS INC
ANTERO MIDSTREAM CORP
COTERRA ENERGY INC
MASTEC INC
TC ENERGY CORP
SIR Capital Management, L.P. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
VIPER ENERGY INC 1534335 59271361 CL A
KINDER MORGAN INC DEL 1528726 42024678 COM
PERMIAN RESOURCES CORP 2639388 37030614 CLASS A COM
ONEOK INC NEW 472588 34735218 COM
FREEPORT-MCMORAN INC 624956 31741515 CL B
WILLIAMS COS INC 525232 31571696 COM
ANTERO MIDSTREAM CORP 1772534 31533380 COM
COTERRA ENERGY INC 1144682 30128030 COM
MASTEC INC 131899 28670886 COM
TC ENERGY CORP 502246 27628552 COM
HF SINCLAIR CORP 530222 24432630 COM
KINETIK HOLDINGS INC 672090 24228845 COM NEW CL A
XCEL ENERGY INC 305285 22548350 COM
MAGNOLIA OIL & GAS CORP 1010794 22126281 CL A
SUNOCOCORP LLC 384079 18927413 COM SHS LLC
DEVON ENERGY CORP NEW 505745 18525439 COM
ANTERO RESOURCES CORP 514666 17735390 COM
ALBEMARLE CORP 122115 17271946 COM
OVINTIV INC 418700 16408853 COM
SUNCOR ENERGY INC NEW 362318 16072426 COM
HUDBAY MINERALS INC 744517 14778662 COM
PHILLIPS 66 106930 13798247 COM
EXPAND ENERGY CORPORATION 119600 13199056 COM
PROPETRO HLDG CORP 1346074 12801164 COM
BUNGE GLOBAL SA 142900 12729532 COM SHS
EVGO INC 4345531 12645495 CL A COM
ONE GAS INC 162523 12554902 COM
UGI CORP NEW 329717 12341307 COM
GULFPORT ENERGY CORP 54751 11387660 COMMON SHARES
NRG ENERGY INC 71496 11385023 COM NEW
SLB LIMITED 269800 10354924 COM STK
NOBLE CORP PLC 336300 9497112 ORD SHS A
EXELON CORP 210600 9180054 COM
CENOVUS ENERGY INC 525700 8894844 COM
VERTIV HOLDINGS CO 54719 8865025 COM CL A
MODINE MFG CO 65388 8729952 COM
EATON CORP PLC 27361 8714752 SHS
UNITED RENTALS INC 10580 8562606 COM
NVENT ELECTRIC PLC 80580 8216743 SHS
SIGMA LITHIUM CORPORATION 597237 7877556 COM
CORNING INC 89806 7863413 COM
SOLARIS ENERGY INFRAS INC 164959 7583165 COM CL A
GE VERNOVA INC 11500 7516055 COM
VONTIER CORPORATION 176100 6547398 COM
EMCOR GROUP INC 9970 6099546 COM
CUMMINS INC 11900 6074355 COM
JOHNSON CTLS INTL PLC 49467 5923673 SHS
COMFORT SYS USA INC 6237 5820930 COM
SEADRILL LTD 154199 5335285 COM
STERLING INFRASTRUCTURE INC 17200 5267156 COM
WEATHERFORD INTL PLC 58200 4554732 ORD SHS
CLEAN ENERGY FUELS CORP 2103095 4416500 COM
AMPHENOL CORP NEW 30700 4148798 CL A
PRECISION DRILLING CORP 56178 4031162 COM NEW
FIRST SOLAR INC 14194 3707899 COM
DOVER CORP 18400 3592416 COM
LIBERTY ENERGY INC 178200 3289572 COM CL A
DYCOM INDS INC 9577 3236068 COM
TECHNIPFMC PLC 67300 2998888 COM
OCEANEERING INTL INC 120000 2883600 COM
BAYTEX ENERGY CORP 814000 2633172 COM
ITRON INC 27750 2576865 COM
MURPHY OIL CORP 82015 2562969 COM
HALLIBURTON CO 90000 2543400 COM
EXCELERATE ENERGY INC 86035 2413282 CL A COM
FERMI INC 281827 2254616 COM
ITT INC 12752 2212600 COM
CAMECO CORP 22600 2067674 COM
OLD DOMINION FREIGHT LINE IN 12400 1944320 COM
USA RARE EARTH INC 152500 1814750 COM
ARRAY TECHNOLOGIES INC 181620 1674536 COM SHS
TETRA TECHNOLOGIES INC DEL 154657 1449136 COM
CACTUS INC 29419 1343860 CL A
NATIONAL ENERGY SERVICES REU 77845 1219053 SHS
CENTRUS ENERGY CORP 4768 1157480 CL A
BKV CORP 37200 1009980 COM
BLOOM ENERGY CORP 11500 999235 COM CL A
OPAL FUELS INC 373849 880414 CLASS A COM
EXPRO GROUP HOLDINGS NV 59169 789906 COM
NET POWER INC 103178 235246 COM CL A