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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 84 项
建仓 20
增持 24
减持 23
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
PSX
PHILLIPS 66
-$46.5M
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$45.8M
8,800
-97%
清仓
EOG
EOG RES INC
-$42.0M
0
-100%
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。
减持
EQT
EQT CORP
-$41.9M
20,200
-98%
建仓
CVE
CENOVUS ENERGY INC
+$34.8M
1,738,900
建仓
CTRA
COTERRA ENERGY INC
+$34.5M
1,236,100
建仓
MPC
MARATHON PETE CORP
+$28.5M
141,661
减持
APD
AIR PRODS & CHEMS INC
-$28.4M
11,249
-90%
建仓
AR
ANTERO RESOURCES CORP
+$26.3M
905,375
建仓
—
LYONDELLBASELL INDUSTRIES N
+$25.5M
249,356
增持
—
ENERPLUS CORP
+$24.8M
2,380,100
+66%
增持
KMI
KINDER MORGAN INC DEL
+$24.7M
2,768,414
+87%
建仓
OKE
ONEOK INC NEW
+$24.5M
305,408
建仓
—
VIPER ENERGY INC
+$23.6M
613,900
建仓
CIVI
CIVITAS RESOURCES INC
+$22.5M
296,000
清仓
DINO
HF SINCLAIR CORP
-$22.0M
0
-100%
清仓
UGI
UGI CORP NEW
-$21.1M
0
-100%
增持
RUN
SUNRUN INC
+$18.5M
1,555,876
+1450%
清仓
FANG
DIAMONDBACK ENERGY INC
-$18.0M
0
-100%
减持
SM
SM ENERGY CO
-$16.5M
187,100
-72%
建仓
FSLR
FIRST SOLAR INC
+$15.6M
92,685
增持
FLNC
FLUENCE ENERGY INC
+$14.3M
1,042,271
+566%
建仓
PBF
PBF ENERGY INC
+$14.0M
242,651
减持
MUR
MURPHY OIL CORP
-$13.9M
89,400
-79%
建仓
—
U S SILICA HLDGS INC
+$13.6M
1,092,427
增持
BKR
BAKER HUGHES COMPANY
+$13.4M
1,083,990
+61%
减持
TRGP
TARGA RES CORP
-$13.0M
255,059
-47%
建仓
MTDR
MATADOR RES CO
+$12.8M
191,900
清仓
AM
ANTERO MIDSTREAM CORP
-$11.5M
0
-100%
建仓
NI
NISOURCE INC
+$11.2M
404,500
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$10.6M
2,162,045
-3%
建仓
MTZ
MASTEC INC
+$10.0M
107,088
建仓
ACDC
PROFRAC HLDG CORP
+$9.8M
1,175,596
清仓
—
SOUTHWESTERN ENERGY CO
-$9.8M
0
-100%
清仓
NXT
NEXTRACKER INC
-$9.1M
0
-100%
清仓
EXE
CHESAPEAKE ENERGY CORP
-$8.6M
0
-100%
减持
DK
DELEK US HLDGS INC NEW
-$8.5M
638,399
-41%
减持
NOG
NORTHERN OIL & GAS INC
-$8.2M
439,984
-36%
建仓
TXNM
PNM RES INC
+$8.0M
211,700
减持
ARRY
ARRAY TECHNOLOGIES INC
-$7.9M
1,802,431
-13%
清仓
PLUG
PLUG POWER INC
-$7.8M
0
-100%
清仓
—
VALARIS LTD
-$7.7M
0
-100%
建仓
—
SILVERBOW RES INC
+$6.6M
192,700
增持
HAL
HALLIBURTON CO
+$6.5M
273,200
+133%
增持
PBA
PEMBINA PIPELINE CORP
+$6.0M
570,900
+39%
减持
PTEN
PATTERSON-UTI ENERGY INC
-$5.6M
1,723,411
-29%
减持
—
SEADRILL 2021 LTD
-$5.5M
13,733
-90%
清仓
CRGY
CRESCENT ENERGY COMPANY
-$5.5M
0
-100%
清仓
TS
TENARIS S A
-$5.2M
0
-100%
减持
BE
BLOOM ENERGY CORP
-$4.9M
48,400
-87%
增持
NEXT
NEXTDECADE CORP
+$4.9M
1,662,309
+74%
增持
—
ENLINK MIDSTREAM LLC
+$4.8M
1,892,666
+10%
减持
NOV
NOV INC
-$4.3M
503,600
-28%
增持
AES
AES CORP
+$4.2M
872,722
+47%
减持
PDS
PRECISION DRILLING CORP
-$4.2M
108,478
-49%
增持
HLX
HELIX ENERGY SOLUTIONS GRP I
+$4.0M
898,580
+62%
建仓
XEL
XCEL ENERGY INC
+$3.8M
71,500
减持
CLNE
CLEAN ENERGY FUELS CORP
-$3.4M
2,517,929
-5%
增持
—
CRESCENT PT ENERGY CORP
+$3.2M
1,561,400
+14%
增持
—
NOBLE CORP PLC
+$3.1M
140,600
+82%
清仓
—
ARIS WATER SOLUTIONS INC
-$2.9M
0
-100%
清仓
—
BUNGE GLOBAL SA
-$2.9M
0
-100%
清仓
PUMP
PROPETRO HLDG CORP
-$2.9M
0
-100%
减持
TTI
TETRA TECHNOLOGIES INC DEL
-$2.8M
1,146,046
-34%
建仓
HP
HELMERICH & PAYNE INC
+$2.6M
62,300
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$2.6M
0
-100%
增持
—
DIAMOND OFFSHORE DRILLING IN
+$2.5M
1,029,617
+16%
增持
SHEL
SHELL PLC
+$2.4M
86,400
+70%
减持
—
MARATHON OIL CORP
-$2.4M
1,762,171
-19%
增持
BTE
BAYTEX ENERGY CORP
+$2.3M
4,819,326
+6%
减持
GPOR
GULFPORT ENERGY CORP
-$2.3M
117,049
-26%
减持
PR
PERMIAN RESOURCES CORP
+$2.0M
1,496,870
-17%
减持
CBT
CABOT CORP
-$1.9M
17,763
-58%
增持
CC
CHEMOURS CO
-$1.6M
393,381
+4%
增持
BP
BP PLC
+$1.5M
122,600
+39%
建仓
EVGO
EVGO INC
+$1.4M
541,800
增持
SGML
SIGMA LITHIUM CORPORATION
+$1.1M
998,763
+166%
减持
—
EXPRO GROUP HOLDINGS NV
-$983.1K
142,773
-41%
增持
—
TOTALENERGIES SE
+$791.9K
53,600
+25%
增持
—
STEM INC
+$720.8K
369,700
+1515%
增持
EE
EXCELERATE ENERGY INC
+$547.0K
655,642
+2%
减持
GTLS
CHART INDS INC
-$266.7K
55,716
-20%
增持
MNTK
MONTAUK RENEWABLES INC
-$79.4K
170,528
+93%
增持
OPAL
OPAL FUELS INC
-$41.6K
220,109
+6%
