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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 95 项
建仓 23
增持 25
减持 35
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
HAL
HALLIBURTON CO
-$39.2M
349,355
-81%
增持
EQT
EQT CORP
+$28.9M
737,052
+181%
清仓
EOG
EOG RES INC
-$26.4M
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。
增持
DVN
DEVON ENERGY CORP NEW
+$26.2M
1,265,643
+236%
减持
—
WEATHERFORD INTL PLC
-$26.0M
205,783
-70%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$24.8M
1,390,700
+442%
减持
CNQ
CANADIAN NAT RES LTD
-$23.3M
217,900
-78%
清仓
TXNM
TXNM ENERGY INC
-$22.0M
0
-100%
减持
OVV
OVINTIV INC
-$21.4M
31,684
-94%
减持
AM
ANTERO MIDSTREAM CORP
-$21.3M
116,555
-91%
增持
TS
TENARIS S A
+$18.7M
688,935
+281%
减持
LNG
CHENIERE ENERGY INC
-$16.6M
35,917
-67%
清仓
EXE
EXPAND ENERGY CORPORATION
-$15.6M
0
-100%
建仓
EXC
EXELON CORP
+$15.1M
348,500
增持
—
VIPER ENERGY INC
+$14.9M
1,529,435
+59%
增持
NEXT
NEXTDECADE CORP
+$14.7M
1,656,482
+13647%
减持
NRG
NRG ENERGY INC
-$14.6M
16,692
-91%
建仓
PSX
PHILLIPS 66
+$14.4M
120,803
减持
PTEN
PATTERSON-UTI ENERGY INC
-$13.2M
985,181
-57%
减持
—
TECHNIPFMC PLC
-$11.9M
57,518
-87%
减持
MTDR
MATADOR RES CO
-$11.3M
353,400
-36%
减持
VLO
VALERO ENERGY CORP
-$11.0M
9,837
-89%
增持
EE
EXCELERATE ENERGY INC
+$10.9M
412,091
+861%
建仓
VRT
VERTIV HOLDINGS CO
+$10.7M
83,120
减持
GPOR
GULFPORT ENERGY CORP
-$10.0M
155,454
-31%
增持
CTRA
COTERRA ENERGY INC
+$9.1M
2,332,136
+35%
建仓
—
BUNGE GLOBAL SA
+$9.0M
112,544
减持
OKE
ONEOK INC NEW
-$9.0M
425,405
-3%
清仓
—
NOBLE CORP PLC
-$9.0M
0
-100%
减持
CC
CHEMOURS CO
-$8.8M
957,076
-34%
减持
PDS
PRECISION DRILLING CORP
-$8.4M
11,978
-94%
减持
DINO
HF SINCLAIR CORP
-$8.0M
210,980
-58%
建仓
HESM
HESS MIDSTREAM LP
+$7.9M
204,473
建仓
FLS
FLOWSERVE CORP
+$7.8M
149,000
建仓
FLR
FLUOR CORP NEW
+$7.7M
150,997
增持
CHRD
CHORD ENERGY CORPORATION
+$7.7M
377,585
+47%
建仓
CVE
CENOVUS ENERGY INC
+$7.7M
562,776
建仓
DK
DELEK US HLDGS INC NEW
+$7.5M
355,514
增持
SEI
SOLARIS ENERGY INFRAS INC
+$7.3M
1,031,857
+3%
建仓
VST
VISTRA CORP
+$7.1M
36,445
增持
MTZ
MASTEC INC
+$6.9M
70,388
+63%
清仓
AES
AES CORP
-$6.9M
0
-100%
建仓
AESI
ATLAS ENERGY SOLUTIONS INC
+$6.9M
514,500
增持
SRE
SEMPRA
+$6.8M
257,912
+44%
建仓
BKR
BAKER HUGHES COMPANY
+$6.7M
175,600
增持
GLW
CORNING INC
+$6.7M
234,377
+91%
建仓
EMR
EMERSON ELEC CO
+$6.3M
47,310
建仓
ITT
ITT INC
+$5.9M
37,760
减持
XEL
XCEL ENERGY INC
-$5.9M
161,389
-32%
减持
LBRT
LIBERTY ENERGY INC
-$5.8M
657,745
-22%
建仓
—
ARIS WATER SOLUTIONS INC
+$5.7M
240,100
减持
UGI
UGI CORP NEW
-$5.4M
592,670
-27%
增持
BKV
BKV CORP
+$4.7M
299,213
+148%
清仓
APH
AMPHENOL CORP NEW
-$4.6M
0
-100%
减持
SHEL
SHELL PLC
-$4.4M
80,401
-42%
增持
EVGO
EVGO INC
+$4.4M
4,334,396
+1%
增持
KNTK
KINETIK HOLDINGS INC
+$4.2M
810,838
+34%
建仓
MOD
MODINE MFG CO
+$4.1M
41,300
建仓
UEC
URANIUM ENERGY CORP
+$3.8M
559,450
减持
PR
PERMIAN RESOURCES CORP
-$3.7M
3,922,320
-5%
减持
—
TOTALENERGIES SE
-$3.6M
51,200
-51%
增持
—
NVENT ELECTRIC PLC
+$3.3M
60,645
+187%
建仓
URI
UNITED RENTALS INC
+$3.1M
4,100
清仓
INR
INFINITY NAT RES INC
-$3.0M
0
-100%
清仓
ACDC
PROFRAC HLDG CORP
-$3.0M
0
-100%
建仓
CCJ
CAMECO CORP
+$2.9M
39,500
建仓
NXT
NEXTRACKER INC
+$2.6M
47,800
建仓
UUUU
ENERGY FUELS INC
+$2.5M
432,400
减持
GEV
GE VERNOVA INC
+$2.3M
18,400
-24%
增持
HLX
HELIX ENERGY SOLUTIONS GRP I
-$2.2M
1,225,162
+4%
建仓
ARRY
ARRAY TECHNOLOGIES INC
+$2.1M
353,000
增持
DUK
DUKE ENERGY CORP NEW
+$1.8M
139,224
+16%
增持
AR
ANTERO RESOURCES CORP
+$1.7M
924,904
+5%
减持
—
EATON CORP PLC
+$1.7M
41,011
-14%
建仓
—
GOLAR LNG LTD
+$1.7M
41,279
减持
—
EXPRO GROUP HOLDINGS NV
-$1.7M
1,239,684
-0%
清仓
FLNC
FLUENCE ENERGY INC
-$1.5M
0
-100%
增持
CRGY
CRESCENT ENERGY COMPANY
+$1.3M
992,632
+55%
清仓
LEU
CENTRUS ENERGY CORP
-$1.2M
0
-100%
减持
KMI
KINDER MORGAN INC DEL
+$1.2M
2,049,905
-1%
增持
—
JOHNSON CTLS INTL PLC
+$1.2M
22,756
+46%
减持
TRP
TC ENERGY CORP
+$996.7K
1,028,393
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$785.7K
26,443
+46%
清仓
ALB
ALBEMARLE CORP
-$756.2K
0
-100%
减持
STRL
STERLING INFRASTRUCTURE INC
-$637.6K
12,300
-60%
清仓
GTLS
CHART INDS INC
-$573.8K
0
-100%
增持
SGML
SIGMA LITHIUM CORPORATION
+$553.3K
1,684,463
+149%
减持
DY
DYCOM INDS INC
+$552.4K
37,777
-34%
减持
—
SEADRILL LTD
-$494.7K
41,770
-34%
减持
—
TRANE TECHNOLOGIES PLC
-$429.6K
5,414
-35%
减持
MYRG
MYR GROUP INC DEL
+$258.1K
9,400
-27%
减持
ITRI
ITRON INC
+$183.7K
24,400
-16%
增持
PUMP
PROPETRO HLDG CORP
+$133.7K
812,054
+27%
减持
TTI
TETRA TECHNOLOGIES INC DEL
-$95.4K
226,346
-11%
减持
VIST
VISTA ENERGY S.A.B. DE C.V.
-$50.8K
10,235
-12%
