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
XOMExxon Mobil Corp
8.9%New
DVNDevon Energy Corp New
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 Corporation
2.5%Trimmed −43%
MTZMastec Inc
2.4%Added +38%
TSTenaris S A
2.4%New
TECKTeck Resources Ltd
2.3%Added +97%
LNGCheniere Energy Inc
2.2%Added +215%
DKDelek US Hldgs Inc New
2.1%Added +16%
XOMExxon Mobil Corp
8.9%New
DVNDevon Energy Corp New
8.3%Added +69%
PR7.0%OVV4.3%VLO3.7%AR3.3%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 Exxon Mobil Corp 8.9% NewDVN Devon Energy Corp New 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 Corporation 2.5% Trimmed −43%MTZ Mastec Inc 2.4% Added +38%TS Tenaris S A 2.4% NewTECK Teck Resources Ltd 2.3% Added +97%LNG Cheniere Energy Inc 2.2% Added +215%DK Delek US Hldgs Inc New 2.1% Added +16%
What changed