Filed: 11/14/2025ACC: 0001434997-25-000007
📋 What this filing means
SIR CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $1.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$1.11B
Total AUM (reported)
39.14M
Total Shares
Allocation by class
COM$647.77M58.1%
CL A$144.80M13.0%
CLASS A COM$71.43M6.4%
COM NEW$48.56M4.4%
COM CL A$45.46M4.1%
SHS$41.72M3.7%
CL A COM$29.56M2.7%
Portfolio Concentration
Top 3$196.42M17.6%
4–10$279.00M25.0%
11–25$321.95M28.9%
Rest$317.63M28.5%
Top 3 weight
17.6%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 39.14M
Sole
Full voting authority
39.14M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings78
Rows:
VIPER ENERGY INC
SOLEShares2.15M
TypeSH
Market value$82.04M
7.36%
Sole
2.15M
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares4.91M
TypeSH
Market value$62.83M
5.64%
Sole
4.91M
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares1.82M
TypeSH
Market value$51.55M
4.62%
Sole
1.82M
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares1.46M
TypeSH
Market value$51.18M
4.59%
Sole
1.46M
Shared
0.00
None
0.00
ONEOK INC NEW
SOLEShares654.97K
TypeSH
Market value$47.79M
4.29%
Sole
654.97K
Shared
0.00
None
0.00
TC ENERGY CORP
SOLEShares825.28K
TypeSH
Market value$44.90M
4.03%
Sole
825.28K
Shared
0.00
None
0.00
MAGNOLIA OIL & GAS CORP
SOLEShares1.74M
TypeSH
Market value$41.54M
3.73%
Sole
1.74M
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares958.20K
TypeSH
Market value$32.16M
2.88%
Sole
958.20K
Shared
0.00
None
0.00
MURPHY OIL CORP
SOLEShares1.09M
TypeSH
Market value$30.90M
2.77%
Sole
1.09M
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares763.89K
TypeSH
Market value$30.53M
2.74%
Sole
763.89K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares582.94K
TypeSH
Market value$30.51M
2.74%
Sole
582.94K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares134.79K
TypeSH
Market value$28.68M
2.57%
Sole
134.79K
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares1.38M
TypeSH
Market value$26.89M
2.41%
Sole
1.38M
Shared
0.00
None
0.00
SEMPRA
SOLEShares287.54K
TypeSH
Market value$25.87M
2.32%
Sole
287.54K
Shared
0.00
None
0.00
COTERRA ENERGY INC
SOLEShares1.09M
TypeSH
Market value$25.77M
2.31%
Sole
1.09M
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares375.20K
TypeSH
Market value$23.77M
2.13%
Sole
375.20K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares1.38M
TypeSH
Market value$23.40M
2.10%
Sole
1.38M
Shared
0.00
None
0.00
CALIFORNIA RES CORP
SOLEShares377.76K
TypeSH
Market value$20.09M
1.80%
Sole
377.76K
Shared
0.00
None
0.00
EVGO INC
SOLEShares4.11M
TypeSH
Market value$19.45M
1.74%
Sole
4.11M
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares154.78K
TypeSH
Market value$19.15M
1.72%
Sole
154.78K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares230.70K
TypeSH
Market value$17.42M
1.56%
Sole
230.70K
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares93.53K
TypeSH
Market value$16.93M
1.52%
Sole
93.53K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares64.26K
TypeSH
Market value$15.10M
1.35%
Sole
64.26K
Shared
0.00
None
0.00
CORNING INC
SOLEShares176.80K
TypeSH
Market value$14.50M
1.30%
Sole
176.80K
Shared
0.00
None
0.00
EXELON CORP
SOLEShares320.40K
TypeSH
Market value$14.42M
1.29%
Sole
320.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VIPER ENERGY INCSOLE | CL A | 2.15M | SH | $82.04M 7.36% | 2.15M | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 4.91M | SH | $62.83M 5.64% | 4.91M | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 1.82M | SH | $51.55M 4.62% | 1.82M | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 1.46M | SH | $51.18M 4.59% | 1.46M | 0.00 | 0.00 |
ONEOK INC NEWSOLE | COM | 654.97K | SH | $47.79M 4.29% | 654.97K | 0.00 | 0.00 |
TC ENERGY CORPSOLE | COM | 825.28K | SH | $44.90M 4.03% | 825.28K | 0.00 | 0.00 |
MAGNOLIA OIL & GAS CORPSOLE | CL A | 1.74M | SH | $41.54M 3.73% | 1.74M | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 958.20K | SH | $32.16M 2.88% | 958.20K | 0.00 | 0.00 |
MURPHY OIL CORPSOLE | COM | 1.09M | SH | $30.90M 2.77% | 1.09M | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 763.89K | SH | $30.53M 2.74% | 763.89K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 582.94K | SH | $30.51M 2.74% | 582.94K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 134.79K | SH | $28.68M 2.57% | 134.79K | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 1.38M | SH | $26.89M 2.41% | 1.38M | 0.00 | 0.00 |
SEMPRASOLE | COM | 287.54K | SH | $25.87M 2.32% | 287.54K | 0.00 | 0.00 |
COTERRA ENERGY INCSOLE | COM | 1.09M | SH | $25.77M 2.31% | 1.09M | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 375.20K | SH | $23.77M 2.13% | 375.20K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 1.38M | SH | $23.40M 2.10% | 1.38M | 0.00 | 0.00 |
CALIFORNIA RES CORPSOLE | COM STOCK | 377.76K | SH | $20.09M 1.80% | 377.76K | 0.00 | 0.00 |
EVGO INCSOLE | CL A COM | 4.11M | SH | $19.45M 1.74% | 4.11M | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 154.78K | SH | $19.15M 1.72% | 154.78K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 230.70K | SH | $17.42M 1.56% | 230.70K | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 93.53K | SH | $16.93M 1.52% | 93.53K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 64.26K | SH | $15.10M 1.35% | 64.26K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 176.80K | SH | $14.50M 1.30% | 176.80K | 0.00 | 0.00 |
EXELON CORPSOLE | COM | 320.40K | SH | $14.42M 1.29% | 320.40K | 0.00 | 0.00 |
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