SIR Capital Management, L.P. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SC
SIR Capital Management, L.P.
Institutional Filer 18.50%$1.07B88

Current Portfolio Holdings

Showing all 88 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1ARAntero Resources CorporationEnergy1.2M$52.8M4.93%
2DVNDevon Energy CorporationEnergy1.0M$52.0M4.85%
3PRPermian Resources CorporationEnergy2.2M$47.0M4.39%
4EXEExpand Energy CorporationEnergy411K$45.1M4.21%
5CVECenovus Energy Inc.Energy1.5M$39.2M3.66%
6OKEONEOK, Inc.Energy433K$39.2M3.66%
7OVVOvintiv Inc.Energy636K$37.8M3.53%
8HALHalliburton CompanyEnergy961K$37.5M3.50%
9FCXFreeport-McMoRan Inc.Basic Materials559K$32.8M3.07%
10LBRTLiberty Energy Inc.Energy1.1M$30.9M2.89%
11KNTKKinetik Holdings Inc.Energy629K$30.5M2.85%
12SUSuncor Energy Inc.Energy435K$28.7M2.68%
13PSXPhillips 66Energy149K$27.2M2.54%
14MGYMagnolia Oil & Gas CorporationEnergy851K$26.9M2.51%
15CHRDChord Energy CorporationEnergy179K$25.5M2.38%
Showing 1 to 15 of 88 holdings