SIR Capital Management, L.P.: 13F holdings
CIK 14349972026Q2
| Positions | 79 |
|---|
| Reported value | $870.1m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 79 (-9 vs prior quarter) |
|---|
| Reported value | $870.1m (-18.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EXXON MOBIL CORP | 565,295 | $77.3m | 8.9% |
| DVN DEVON ENERGY CORP NEW | 1,749,854 | $72.3m | 8.3% |
| PR PERMIAN RESOURCES CORP | 3,289,106 | $60.6m | 7.0% |
| OVV OVINTIV INC | 716,400 | $37.7m | 4.3% |
| VLO VALERO ENERGY CORP | 124,319 | $32.4m | 3.7% |
| AR ANTERO RESOURCES CORP | 825,364 | $29.0m | 3.3% |
| EXE EXPAND ENERGY CORPORATION | 234,043 | $21.3m | 2.5% |
| MTZ MASTEC INC | 50,469 | $21.0m | 2.4% |
| TS TENARIS S A | 368,588 | $20.5m | 2.4% |
| TECK TECK RESOURCES LTD | 342,632 | $20.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1434997")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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