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SIR Capital Management, L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SIR Capital Management, L.P.
报告期 2026-03-31 · CIK 0001434997
持仓数
88
前50大市值合计
$963.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 87 项
建仓 23
增持 35
减持 9
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
CVE
CENOVUS ENERGY INC
-$33.4M
0
-100%
建仓
BP
BP PLC
+$23.6M
832,900
建仓
SU
SUNCOR ENERGY INC NEW
+$22.8M
649,533
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
PSX
PHILLIPS 66
-$20.5M
0
-100%
建仓
SHEL
SHELL PLC
+$19.0M
362,700
增持
DAR
DARLING INGREDIENTS INC
+$18.7M
327,094
+2796%
增持
—
ENERPLUS CORP
+$17.4M
2,266,700
+128%
增持
—
MARATHON OIL CORP
+$17.1M
1,317,008
+164%
增持
LNG
CHENIERE ENERGY INC
+$16.7M
242,613
+116%
增持
EXE
CHESAPEAKE ENERGY CORP
+$16.7M
430,624
+105%
建仓
—
CONTINENTAL RES INC
+$15.8M
241,400
建仓
—
TOTALENERGIES SE
+$14.9M
283,300
增持
FANG
DIAMONDBACK ENERGY INC
+$13.6M
194,700
+167%
清仓
—
STEM INC
-$13.1M
0
-100%
增持
PBF
PBF ENERGY INC
+$13.0M
844,129
+79%
减持
EQT
EQT CORP
-$11.6M
117,495
-74%
增持
COP
CONOCOPHILLIPS
+$11.0M
232,172
+136%
减持
AR
ANTERO RESOURCES CORP
-$10.9M
138,202
-72%
建仓
EE
EXCELERATE ENERGY INC
+$9.8M
489,733
清仓
—
CHAMPIONX CORPORATION
-$9.0M
0
-100%
清仓
DTM
DT MIDSTREAM INC
-$8.7M
0
-100%
增持
—
PDC ENERGY INC
+$8.3M
215,711
+212%
清仓
PWR
QUANTA SVCS INC
-$7.9M
0
-100%
增持
DK
DELEK US HLDGS INC NEW
+$7.8M
822,200
+30%
清仓
KNTK
KINETIK HOLDINGS INC
-$7.5M
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$7.1M
0
-100%
增持
HAL
HALLIBURTON CO
+$6.5M
245,295
+699%
增持
VET
VERMILION ENERGY INC
+$6.4M
682,300
+119%
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$6.2M
0
-100%
增持
OLN
OLIN CORP
+$5.3M
226,100
+131%
建仓
AVNT
AVIENT CORPORATION
+$5.3M
132,213
建仓
KMI
KINDER MORGAN INC DEL
+$5.3M
313,621
清仓
NOG
NORTHERN OIL AND GAS INC MN
-$5.1M
0
-100%
建仓
NTR
NUTRIEN LTD
+$4.9M
61,500
建仓
PAGP
PLAINS GP HLDGS L P
+$4.8M
463,720
建仓
ACDC
PROFRAC HLDG CORP
+$4.6M
253,500
建仓
APA
APA CORPORATION
+$4.5M
129,100
增持
OII
OCEANEERING INTL INC
+$3.6M
499,469
+347%
减持
GTLS
CHART INDS INC
-$3.5M
7,513
-73%
建仓
QS
QUANTUMSCAPE CORP
+$3.4M
393,300
减持
SM
SM ENERGY CO
-$3.3M
86,739
-46%
清仓
OXY
OCCIDENTAL PETE CORP
-$3.2M
0
-100%
减持
DINO
HF SINCLAIR CORP
-$3.1M
823,974
-19%
增持
MTZ
MASTEC INC
+$3.1M
50,200
+816%
增持
MTDR
MATADOR RES CO
+$2.9M
84,300
+344%
增持
—
LI-CYCLE HOLDINGS CORP
-$2.6M
2,483,785
+6%
清仓
FLNC
FLUENCE ENERGY INC
-$2.6M
0
-100%
增持
AES
AES CORP
+$2.6M
359,736
+88%
建仓
HLX
HELIX ENERGY SOLUTIONS GRP I
+$2.6M
829,194
增持
LBRT
LIBERTY ENERGY INC
+$2.6M
403,739
+131%
减持
—
NATIONAL ENERGY SERVICES REU
-$2.4M
240,585
-50%
清仓
CE
CELANESE CORP DEL
-$2.4M
0
-100%
增持
—
NEXTIER OILFIELD SOLUTIONS
+$2.3M
514,850
+86%
增持
TRGP
TARGA RES CORP
-$2.2M
594,245
+19%
建仓
—
VALARIS LIMITED
+$2.1M
50,493
减持
ARRY
ARRAY TECHNOLOGIES INC
-$2.1M
213,252
-46%
增持
—
LAREDO PETROLEUM INC
+$2.1M
42,100
+301%
清仓
EMN
EASTMAN CHEM CO
-$2.0M
0
-100%
建仓
—
UNIVAR SOLUTIONS INC
+$2.0M
78,900
增持
—
SUNNOVA ENERGY INTL INC.
+$1.9M
180,500
+198%
建仓
APD
AIR PRODS & CHEMS INC
+$1.9M
7,900
建仓
CC
CHEMOURS CO
+$1.9M
58,800
清仓
CVI
CVR ENERGY INC
-$1.9M
0
-100%
建仓
—
NOBLE CORP NEW
+$1.7M
65,200
建仓
CBT
CABOT CORP
+$1.6M
25,300
建仓
—
TRONOX HOLDINGS PLC
+$1.6M
95,000
增持
TS
TENARIS S A
-$1.5M
1,142,373
+11%
清仓
WLK
WESTLAKE CORPORATION
-$1.5M
0
-100%
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$1.4M
170,440
-31%
增持
—
CENTENNIAL RESOURCE DEV INC
+$1.4M
1,504,836
+59%
增持
E
ENI S P A
+$1.4M
121,500
+134%
增持
—
ARCHAEA ENERGY INC
+$1.3M
374,175
+83%
增持
OVV
OVINTIV INC
+$1.3M
527,523
+30%
清仓
—
U S SILICA HLDGS INC
-$1.3M
0
-100%
清仓
—
INFRA AND ENERGY ALTRNTIVE I
-$1.3M
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$1.3M
35,400
减持
PUMP
PROPETRO HLDG CORP
-$1.2M
229,799
-7%
增持
—
TECHNIPFMC PLC
-$1.2M
3,650,820
+10%
增持
HUN
HUNTSMAN CORP
+$1.1M
147,200
+80%
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$1.1M
357,855
+313%
增持
—
DUPONT DE NEMOURS INC
+$653.0K
85,400
+54%
增持
CHRD
OASIS PETROLEUM INC
-$620.0K
28,152
+2%
建仓
BE
BLOOM ENERGY CORP
+$561.0K
34,000
增持
—
BUNGE LIMITED
-$511.0K
176,300
+18%
清仓
—
HYZON MOTORS INC
-$370.0K
0
-100%
清仓
—
HYZON MOTORS INC
-$308.0K
0
-100%
增持
CRC
CALIFORNIA RES CORP
-$32.0K
48,894
+14%
