account_balance
Investment manager · 13F filer · SEC CIK 1434997
SIR Capital Management, L.P.
Reported value$870Mas of Jun 30, 2026
Positions79 19 new, 28 sold out
Top 10 weight45.1%XOM alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
XOMExxonMobil Holdings Corp
8.9%New
DVNDevon Energy Corp
8.3%Added +69%
PRPermian Resources Corp
7.0%Added +49%
OVVOvintiv Inc.
4.3%Added +13%
VLOValero Energy Corp
3.7%New
ARAntero Resources Corp
3.3%Trimmed −34%
EXEExpand Energy Corp
2.5%Trimmed −43%
MTZMasTec Inc
2.4%Added +38%
TSTenaris SA
2.4%New
TECKTeck Resources Ltd
2.3%+97%
LNGCheniere Energy, Inc.
2.2%+215%
DKDelek US Holdings, Inc.
2.1%+16%
XOMExxonMobil Holdings Corp
8.9%New
DVNDevon Energy Corp
8.3%Added +69%
PRPermian Resources Corp
7.0%+49%
OVVOvintiv Inc.
4.3%+13%
VLOValero Energy Corp
3.7%New
ARAntero Resources Corp
3.3%
EXE2.5%MTZ2.4%TS2.4%TECK2.3%LNG2.2%DK2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XOM ExxonMobil Holdings Corp 8.9% NewDVN Devon Energy Corp 8.3% Added +69%PR Permian Resources Corp 7.0% Added +49%OVV Ovintiv Inc. 4.3% Added +13%VLO Valero Energy Corp 3.7% NewAR Antero Resources Corp 3.3% Trimmed −34%EXE Expand Energy Corp 2.5% Trimmed −43%MTZ MasTec Inc 2.4% Added +38%TS Tenaris SA 2.4% NewTECK Teck Resources Ltd 2.3% Added +97%LNG Cheniere Energy, Inc. 2.2% Added +215%DK Delek US Holdings, Inc. 2.1% Added +16%
What changed
Biggest moves since Mar 31, 2026
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