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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 97 项
建仓 24
增持 30
减持 22
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
COP
CONOCOPHILLIPS
-$87.8M
0
-100%
建仓
OKE
ONEOK INC NEW
+$43.7M
440,714
增持
HAL
HALLIBURTON CO
+$36.9M
1,825,225
+425%
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。
建仓
—
WEATHERFORD INTL PLC
+$36.3M
678,583
清仓
PSX
PHILLIPS 66
-$34.2M
0
-100%
增持
KNTK
KINETIK HOLDINGS INC
+$31.0M
607,027
+6032%
增持
CTRA
COTERRA ENERGY INC
+$24.2M
1,731,674
+71%
增持
—
VIPER ENERGY INC
+$22.4M
961,732
+125%
增持
CNQ
CANADIAN NAT RES LTD
+$21.8M
979,850
+262%
增持
GPOR
GULFPORT ENERGY CORP
+$21.7M
223,990
+112%
增持
PR
PERMIAN RESOURCES CORP
+$21.5M
4,125,120
+66%
减持
AES
AES CORP
-$20.1M
555,986
-74%
增持
AR
ANTERO RESOURCES CORP
+$18.7M
878,223
+83%
增持
MTDR
MATADOR RES CO
+$18.4M
552,192
+218%
清仓
EXC
EXELON CORP
-$16.4M
0
-100%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$16.3M
2,317,680
+590%
清仓
—
TRANSOCEAN LTD
-$15.0M
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$14.7M
120,200
清仓
CVE
CENOVUS ENERGY INC
-$14.5M
0
-100%
增持
TRP
TC ENERGY CORP
+$13.9M
1,041,699
+37%
建仓
LBRT
LIBERTY ENERGY INC
+$13.4M
844,257
清仓
NXT
NEXTRACKER INC
-$13.3M
0
-100%
建仓
—
EATON CORP PLC
+$12.9M
47,580
建仓
SRE
SEMPRA
+$12.8M
178,700
清仓
BE
BLOOM ENERGY CORP
-$12.7M
0
-100%
增持
—
TECHNIPFMC PLC
+$12.6M
438,488
+850%
建仓
VLO
VALERO ENERGY CORP
+$12.3M
93,300
增持
KMI
KINDER MORGAN INC DEL
+$12.2M
2,069,338
+21%
清仓
SU
SUNCOR ENERGY INC NEW
-$12.0M
0
-100%
减持
AM
ANTERO MIDSTREAM CORP
-$11.5M
1,307,552
-44%
增持
EXE
EXPAND ENERGY CORPORATION
+$10.8M
140,400
+189%
清仓
EQNR
EQUINOR ASA
-$10.8M
0
-100%
减持
—
SEADRILL LTD
-$9.7M
63,646
-78%
减持
—
NOBLE CORP PLC
-$9.2M
378,578
-35%
增持
CHRD
CHORD ENERGY CORPORATION
+$9.0M
256,085
+51%
减持
FLNC
FLUENCE ENERGY INC
-$8.1M
301,649
-50%
清仓
CRC
CALIFORNIA RES CORP
-$7.2M
0
-100%
建仓
CRGY
CRESCENT ENERGY COMPANY
+$7.2M
641,500
增持
SEI
SOLARIS ENERGY INFRAS INC
+$6.6M
1,004,233
+90%
增持
UGI
UGI CORP NEW
+$6.4M
815,266
+12%
减持
HLX
HELIX ENERGY SOLUTIONS GRP I
-$6.1M
1,178,716
-31%
增持
XEL
XCEL ENERGY INC
+$6.0M
238,059
+48%
减持
EQT
EQT CORP
-$5.7M
262,755
-39%
建仓
GLW
CORNING INC
+$5.6M
122,570
减持
MTZ
MASTEC INC
-$5.5M
43,288
-44%
减持
TS
TENARIS S A
-$5.5M
180,907
-46%
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$5.2M
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$5.2M
377,000
+39%
增持
DINO
HF SINCLAIR CORP
+$5.1M
506,933
+53%
增持
DY
DYCOM INDS INC
+$5.1M
56,977
+174%
增持
TXNM
TXNM ENERGY INC
+$4.9M
412,179
+18%
清仓
FSLR
FIRST SOLAR INC
-$4.8M
0
-100%
减持
EOG
EOG RES INC
-$4.8M
206,100
-19%
建仓
PUMP
PROPETRO HLDG CORP
+$4.7M
641,400
建仓
APH
AMPHENOL CORP NEW
+$4.6M
69,873
减持
LNG
CHENIERE ENERGY INC
-$4.6M
109,488
-21%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$4.5M
256,800
+206%
增持
OVV
OVINTIV INC
+$4.0M
527,958
+15%
减持
CLNE
CLEAN ENERGY FUELS CORP
-$3.5M
1,794,795
-29%
清仓
DK
DELEK US HLDGS INC NEW
-$3.5M
0
-100%
减持
NPWR
NET POWER INC
-$3.5M
300,078
-27%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$3.5M
30,700
减持
ITRI
ITRON INC
-$3.4M
28,905
-51%
清仓
OKLO
OKLO INC
-$3.3M
0
-100%
减持
SGML
SIGMA LITHIUM CORPORATION
-$3.1M
675,651
-25%
建仓
INR
INFINITY NAT RES INC
+$3.0M
162,500
建仓
ACDC
PROFRAC HLDG CORP
+$3.0M
394,394
减持
GEV
GE VERNOVA INC
-$2.9M
24,200
-23%
增持
EVGO
EVGO INC
-$2.9M
4,297,445
+22%
建仓
—
TRANE TECHNOLOGIES PLC
+$2.8M
8,304
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$2.6M
0
-100%
清仓
NOV
NOV INC
-$2.4M
0
-100%
减持
BKV
BKV CORP
-$2.3M
120,800
-41%
增持
NRG
NRG ENERGY INC
+$2.3M
181,037
+9%
建仓
—
NATIONAL ENERGY SERVICES REU
+$2.1M
291,248
清仓
RUN
SUNRUN INC
-$1.7M
0
-100%
增持
CC
CHEMOURS CO
+$1.5M
1,459,095
+35%
清仓
BKR
BAKER HUGHES COMPANY
-$1.5M
0
-100%
建仓
MYRG
MYR GROUP INC DEL
+$1.4M
12,800
建仓
—
JOHNSON CTLS INTL PLC
+$1.2M
15,538
建仓
LEU
CENTRUS ENERGY CORP
+$1.2M
19,834
建仓
EE
EXCELERATE ENERGY INC
+$1.2M
42,864
清仓
SM
SM ENERGY CO
-$1.2M
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$1.1M
18,133
建仓
—
NVENT ELECTRIC PLC
+$1.1M
21,145
增持
PDS
PRECISION DRILLING CORP
+$1.0M
192,678
+48%
减持
—
TOTALENERGIES SE
+$890.1K
105,000
-3%
减持
GTLS
CHART INDS INC
-$884.0K
3,975
-48%
减持
OPAL
OPAL FUELS INC
-$817.1K
373,849
-16%
建仓
ALB
ALBEMARLE CORP
+$756.2K
10,500
清仓
BP
BP PLC
-$606.0K
0
-100%
减持
VIST
VISTA ENERGY S.A.B. DE C.V.
-$574.6K
11,600
-44%
减持
SHEL
SHELL PLC
-$568.2K
137,501
-19%
清仓
—
BUNGE GLOBAL SA
-$233.3K
0
-100%
增持
—
EXPRO GROUP HOLDINGS NV
+$192.7K
1,239,742
+27%
建仓
NEXT
NEXTDECADE CORP
+$93.7K
12,050
增持
TTI
TETRA TECHNOLOGIES INC DEL
-$31.0K
254,746
+3%
