SIR Capital Management, L.P.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SUNOCOCORP LLC | 0 | 384,079 | +384,079 | 0 | 18,927,413 | +18,927,413 |
| FREEPORT-MCMORAN INC | 338,556 | 624,956 | +286,400 | 13,278,166 | 31,741,515 | +18,463,349 |
| ALBEMARLE CORP | 0 | 122,115 | +122,115 | 0 | 17,271,946 | +17,271,946 |
| OVINTIV INC | 0 | 418,700 | +418,700 | 0 | 16,408,853 | +16,408,853 |
| SUNCOR ENERGY INC NEW | 0 | 362,318 | +362,318 | 0 | 16,072,426 | +16,072,426 |
| KINETIK HOLDINGS INC | 227,722 | 672,090 | +444,368 | 9,732,838 | 24,228,845 | +14,496,007 |
| PHILLIPS 66 | 0 | 106,930 | +106,930 | 0 | 13,798,247 | +13,798,247 |
| EXPAND ENERGY CORPORATION | 0 | 119,600 | +119,600 | 0 | 13,199,056 | +13,199,056 |
| BUNGE GLOBAL SA | 0 | 142,900 | +142,900 | 0 | 12,729,532 | +12,729,532 |
| ONE GAS INC | 0 | 162,523 | +162,523 | 0 | 12,554,902 | +12,554,902 |
| PROPETRO HLDG CORP | 91,300 | 1,346,074 | +1,254,774 | 478,412 | 12,801,164 | +12,322,752 |
| SLB LIMITED | 0 | 269,800 | +269,800 | 0 | 10,354,924 | +10,354,924 |
| XCEL ENERGY INC | 174,489 | 305,285 | +130,796 | 14,072,538 | 22,548,350 | +8,475,812 |
| HUDBAY MINERALS INC | 448,800 | 744,517 | +295,717 | 6,803,808 | 14,778,662 | +7,974,854 |
| WILLIAMS COS INC | 375,200 | 525,232 | +150,032 | 23,768,920 | 31,571,696 | +7,802,776 |
| VONTIER CORPORATION | 0 | 176,100 | +176,100 | 0 | 6,547,398 | +6,547,398 |
| NRG ENERGY INC | 31,691 | 71,496 | +39,805 | 5,132,357 | 11,385,023 | +6,252,666 |
| EMCOR GROUP INC | 0 | 9,970 | +9,970 | 0 | 6,099,546 | +6,099,546 |
| CUMMINS INC | 0 | 11,900 | +11,900 | 0 | 6,074,355 | +6,074,355 |
| UNITED RENTALS INC | 3,300 | 10,580 | +7,280 | 3,150,378 | 8,562,606 | +5,412,228 |
| STERLING INFRASTRUCTURE INC | 0 | 17,200 | +17,200 | 0 | 5,267,156 | +5,267,156 |
| MODINE MFG CO | 26,800 | 65,388 | +38,588 | 3,809,888 | 8,729,952 | +4,920,064 |
| ANTERO MIDSTREAM CORP | 1,383,349 | 1,772,534 | +389,185 | 26,892,305 | 31,533,380 | +4,641,075 |
| WEATHERFORD INTL PLC | 0 | 58,200 | +58,200 | 0 | 4,554,732 | +4,554,732 |
| GE VERNOVA INC | 5,000 | 11,500 | +6,500 | 3,074,500 | 7,516,055 | +4,441,555 |
| COTERRA ENERGY INC | 1,089,574 | 1,144,682 | +55,108 | 25,768,425 | 30,128,030 | +4,359,605 |
| FIRST SOLAR INC | 0 | 14,194 | +14,194 | 0 | 3,707,899 | +3,707,899 |
| DOVER CORP | 0 | 18,400 | +18,400 | 0 | 3,592,416 | +3,592,416 |
| NOBLE CORP PLC | 218,600 | 336,300 | +117,700 | 6,182,008 | 9,497,112 | +3,315,104 |
| LIBERTY ENERGY INC | 0 | 178,200 | +178,200 | 0 | 3,289,572 | +3,289,572 |
| UGI CORP NEW | 278,717 | 329,717 | +51,000 | 9,270,127 | 12,341,307 | +3,071,180 |
| BAYTEX ENERGY CORP | 0 | 814,000 | +814,000 | 0 | 2,633,172 | +2,633,172 |
| FERMI INC | 0 | 281,827 | +281,827 | 0 | 2,254,616 | +2,254,616 |
| COMFORT SYS USA INC | 4,400 | 6,237 | +1,837 | 3,630,792 | 5,820,930 | +2,190,138 |
| OLD DOMINION FREIGHT LINE IN | 0 | 12,400 | +12,400 | 0 | 1,944,320 | +1,944,320 |
| AMPHENOL CORP NEW | 18,800 | 30,700 | +11,900 | 2,326,500 | 4,148,798 | +1,822,298 |
| USA RARE EARTH INC | 0 | 152,500 | +152,500 | 0 | 1,814,750 | +1,814,750 |
| PRECISION DRILLING CORP | 55,978 | 56,178 | +200 | 3,153,225 | 4,031,162 | +877,937 |
| TETRA TECHNOLOGIES INC DEL | 195,546 | 154,657 | -40,889 | 1,124,390 | 1,449,136 | +324,746 |
| NATIONAL ENERGY SERVICES REU | 95,613 | 77,845 | -17,768 | 980,989 | 1,219,053 | +238,064 |
| OPAL FUELS INC | 373,849 | 373,849 | 0 | 822,468 | 880,414 | +57,946 |
| MASTEC INC | 134,788 | 131,899 | -2,889 | 28,684,234 | 28,670,886 | -13,348 |
| NET POWER INC | 103,178 | 103,178 | 0 | 310,566 | 235,246 | -75,320 |
| BKV CORP | 47,800 | 37,200 | -10,600 | 1,105,614 | 1,009,980 | -95,634 |
| BLOOM ENERGY CORP | 14,000 | 11,500 | -2,500 | 1,183,980 | 999,235 | -184,745 |
| CLEAN ENERGY FUELS CORP | 1,794,795 | 2,103,095 | +308,300 | 4,630,571 | 4,416,500 | -214,071 |
| ARRAY TECHNOLOGIES INC | 251,700 | 181,620 | -70,080 | 2,051,355 | 1,674,536 | -376,819 |
| ITRON INC | 25,200 | 27,750 | +2,550 | 3,138,912 | 2,576,865 | -562,047 |
| VISTRA CORP | 2,900 | 0 | -2,900 | 568,168 | 0 | -568,168 |
| TECHNIPFMC PLC | 91,518 | 67,300 | -24,218 | 3,610,385 | 2,998,888 | -611,497 |
| FLUOR CORP NEW | 35,600 | 0 | -35,600 | 1,497,692 | 0 | -1,497,692 |
| HESS MIDSTREAM LP | 45,500 | 0 | -45,500 | 1,572,025 | 0 | -1,572,025 |
| JOHNSON CTLS INTL PLC | 69,067 | 49,467 | -19,600 | 7,593,917 | 5,923,673 | -1,670,244 |
| SIGMA LITHIUM CORPORATION | 1,503,190 | 597,237 | -905,953 | 9,635,448 | 7,877,556 | -1,757,892 |
| WATERBRIDGE INFRASTRUCTURE L | 76,300 | 0 | -76,300 | 1,924,286 | 0 | -1,924,286 |
| ENERGY FUELS INC | 161,600 | 0 | -161,600 | 2,480,560 | 0 | -2,480,560 |
| CATERPILLAR INC | 5,600 | 0 | -5,600 | 2,672,040 | 0 | -2,672,040 |
| ITT INC | 29,700 | 12,752 | -16,948 | 5,309,172 | 2,212,600 | -3,096,572 |
| ATLAS ENERGY SOLUTIONS INC | 310,841 | 0 | -310,841 | 3,534,262 | 0 | -3,534,262 |
| HCM II ACQUISITION CORP | 217,600 | 0 | -217,600 | 3,570,816 | 0 | -3,570,816 |
| OCEANEERING INTL INC | 272,400 | 120,000 | -152,400 | 6,750,072 | 2,883,600 | -3,866,472 |
| NVENT ELECTRIC PLC | 128,745 | 80,580 | -48,165 | 12,699,407 | 8,216,743 | -4,482,664 |
| DYCOM INDS INC | 26,477 | 9,577 | -16,900 | 7,724,930 | 3,236,068 | -4,488,862 |
| VERTIV HOLDINGS CO | 89,032 | 54,719 | -34,313 | 13,431,368 | 8,865,025 | -4,566,343 |
| EXPRO GROUP HOLDINGS NV | 463,450 | 59,169 | -404,281 | 5,505,786 | 789,906 | -4,715,880 |
| EATON CORP PLC | 36,354 | 27,361 | -8,993 | 13,605,485 | 8,714,752 | -4,890,733 |
| EXELON CORP | 320,400 | 210,600 | -109,800 | 14,421,204 | 9,180,054 | -5,241,150 |
| PATTERSON-UTI ENERGY INC | 1,015,181 | 0 | -1,015,181 | 5,258,638 | 0 | -5,258,638 |
| CAMECO CORP | 89,300 | 22,600 | -66,700 | 7,488,698 | 2,067,674 | -5,421,024 |
| CENTRUS ENERGY CORP | 21,232 | 4,768 | -16,464 | 6,583,406 | 1,157,480 | -5,425,926 |
| GULFPORT ENERGY CORP | 93,535 | 54,751 | -38,784 | 16,927,964 | 11,387,660 | -5,540,304 |
| SEADRILL LTD | 377,647 | 154,199 | -223,448 | 11,408,716 | 5,335,285 | -6,073,431 |
| HF SINCLAIR CORP | 582,936 | 530,222 | -52,714 | 30,510,870 | 24,432,630 | -6,078,240 |
| CORNING INC | 176,803 | 89,806 | -86,997 | 14,503,150 | 7,863,413 | -6,639,737 |
| EVGO INC | 4,111,031 | 4,345,531 | +234,500 | 19,445,177 | 12,645,495 | -6,799,682 |
| TRANE TECHNOLOGIES PLC | 16,200 | 0 | -16,200 | 6,835,752 | 0 | -6,835,752 |
| EXCELERATE ENERGY INC | 401,628 | 86,035 | -315,593 | 10,117,009 | 2,413,282 | -7,703,727 |
| NEXTRACKER INC | 105,029 | 0 | -105,029 | 7,771,096 | 0 | -7,771,096 |
| KINDER MORGAN INC DEL | 1,820,879 | 1,528,726 | -292,153 | 51,549,084 | 42,024,678 | -9,524,406 |
| HALLIBURTON CO | 495,300 | 90,000 | -405,300 | 12,184,380 | 2,543,400 | -9,640,980 |
| TARGA RES CORP | 60,596 | 0 | -60,596 | 10,152,254 | 0 | -10,152,254 |
| TENARIS S A | 290,097 | 0 | -290,097 | 10,376,770 | 0 | -10,376,770 |
| CACTUS INC | 312,117 | 29,419 | -282,698 | 12,319,258 | 1,343,860 | -10,975,398 |
| ONEOK INC NEW | 654,973 | 472,588 | -182,385 | 47,793,380 | 34,735,218 | -13,058,162 |
| CANADIAN NAT RES LTD | 438,100 | 0 | -438,100 | 14,001,676 | 0 | -14,001,676 |
| ANTERO RESOURCES CORP | 958,204 | 514,666 | -443,538 | 32,157,326 | 17,735,390 | -14,421,936 |
| CENOVUS ENERGY INC | 1,377,000 | 525,700 | -851,300 | 23,395,230 | 8,894,844 | -14,500,386 |
| CHENIERE ENERGY INC | 64,263 | 0 | -64,263 | 15,100,520 | 0 | -15,100,520 |
| TC ENERGY CORP | 825,282 | 502,246 | -323,036 | 44,903,594 | 27,628,552 | -17,275,042 |
| NEXTERA ENERGY INC | 230,700 | 0 | -230,700 | 17,415,543 | 0 | -17,415,543 |
| DUKE ENERGY CORP NEW | 154,784 | 0 | -154,784 | 19,154,520 | 0 | -19,154,520 |
| MAGNOLIA OIL & GAS CORP | 1,740,161 | 1,010,794 | -729,367 | 41,537,643 | 22,126,281 | -19,411,362 |
| CALIFORNIA RES CORP | 377,760 | 0 | -377,760 | 20,089,277 | 0 | -20,089,277 |
| VIPER ENERGY INC | 2,146,435 | 1,534,335 | -612,100 | 82,036,746 | 59,271,361 | -22,765,385 |
| SOLARIS ENERGY INFRAS INC | 763,894 | 164,959 | -598,935 | 30,532,843 | 7,583,165 | -22,949,678 |
| PERMIAN RESOURCES CORP | 4,908,820 | 2,639,388 | -2,269,432 | 62,832,896 | 37,030,614 | -25,802,282 |
| SEMPRA | 287,538 | 0 | -287,538 | 25,872,669 | 0 | -25,872,669 |
| MURPHY OIL CORP | 1,087,500 | 82,015 | -1,005,485 | 30,895,875 | 2,562,969 | -28,332,906 |
| DEVON ENERGY CORP NEW | 1,459,752 | 505,745 | -954,007 | 51,178,905 | 18,525,439 | -32,653,466 |