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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 97 项
建仓 21
增持 20
减持 37
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
DVN
DEVON ENERGY CORP NEW
-$32.7M
505,745
-65%
减持
MUR
MURPHY OIL CORP
-$28.3M
82,015
-92%
清仓
SRE
SEMPRA
-$25.9M
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
PR
PERMIAN RESOURCES CORP
-$25.8M
2,639,388
-46%
减持
SEI
SOLARIS ENERGY INFRAS INC
-$22.9M
164,959
-78%
减持
VNOM
VIPER ENERGY INC
-$22.8M
1,534,335
-29%
清仓
CRC
CALIFORNIA RES CORP
-$20.1M
0
-100%
减持
MGY
MAGNOLIA OIL & GAS CORP
-$19.4M
1,010,794
-42%
清仓
DUK
DUKE ENERGY CORP NEW
-$19.2M
0
-100%
建仓
SUNC
SUNOCOCORP LLC
+$18.9M
384,079
增持
FCX
FREEPORT-MCMORAN INC
+$18.5M
624,956
+85%
清仓
NEE
NEXTERA ENERGY INC
-$17.4M
0
-100%
减持
TRP
TC ENERGY CORP
-$17.3M
502,246
-39%
建仓
ALB
ALBEMARLE CORP
+$17.3M
122,115
建仓
OVV
OVINTIV INC
+$16.4M
418,700
建仓
SU
SUNCOR ENERGY INC NEW
+$16.1M
362,318
清仓
LNG
CHENIERE ENERGY INC
-$15.1M
0
-100%
减持
CVE
CENOVUS ENERGY INC
-$14.5M
525,700
-62%
增持
KNTK
KINETIK HOLDINGS INC
+$14.5M
672,090
+195%
减持
AR
ANTERO RESOURCES CORP
-$14.4M
514,666
-46%
清仓
CNQ
CANADIAN NAT RES LTD
-$14.0M
0
-100%
建仓
PSX
PHILLIPS 66
+$13.8M
106,930
建仓
EXE
EXPAND ENERGY CORPORATION
+$13.2M
119,600
减持
OKE
ONEOK INC NEW
-$13.1M
472,588
-28%
建仓
—
BUNGE GLOBAL SA
+$12.7M
142,900
建仓
OGS
ONE GAS INC
+$12.6M
162,523
增持
PUMP
PROPETRO HLDG CORP
+$12.3M
1,346,074
+1374%
减持
WHD
CACTUS INC
-$11.0M
29,419
-91%
清仓
TS
TENARIS S A
-$10.4M
0
-100%
建仓
SLB
SLB LIMITED
+$10.4M
269,800
清仓
TRGP
TARGA RES CORP
-$10.2M
0
-100%
减持
HAL
HALLIBURTON CO
-$9.6M
90,000
-82%
减持
KMI
KINDER MORGAN INC DEL
-$9.5M
1,528,726
-16%
增持
XEL
XCEL ENERGY INC
+$8.5M
305,285
+75%
增持
HBM
HUDBAY MINERALS INC
+$8.0M
744,517
+66%
增持
WMB
WILLIAMS COS INC
+$7.8M
525,232
+40%
清仓
NXT
NEXTRACKER INC
-$7.8M
0
-100%
减持
EE
EXCELERATE ENERGY INC
-$7.7M
86,035
-79%
清仓
—
TRANE TECHNOLOGIES PLC
-$6.8M
0
-100%
增持
EVGO
EVGO INC
-$6.8M
4,345,531
+6%
减持
GLW
CORNING INC
-$6.6M
89,806
-49%
建仓
VNT
VONTIER CORPORATION
+$6.5M
176,100
增持
NRG
NRG ENERGY INC
+$6.3M
71,496
+126%
建仓
EME
EMCOR GROUP INC
+$6.1M
9,970
减持
DINO
HF SINCLAIR CORP
-$6.1M
530,222
-9%
建仓
CMI
CUMMINS INC
+$6.1M
11,900
减持
—
SEADRILL LTD
-$6.1M
154,199
-59%
减持
GPOR
GULFPORT ENERGY CORP
-$5.5M
54,751
-41%
减持
LEU
CENTRUS ENERGY CORP
-$5.4M
4,768
-78%
减持
CCJ
CAMECO CORP
-$5.4M
22,600
-75%
增持
URI
UNITED RENTALS INC
+$5.4M
10,580
+221%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$5.3M
17,200
清仓
PTEN
PATTERSON-UTI ENERGY INC
-$5.3M
0
-100%
减持
EXC
EXELON CORP
-$5.2M
210,600
-34%
增持
MOD
MODINE MFG CO
+$4.9M
65,388
+144%
减持
—
EATON CORP PLC
-$4.9M
27,361
-25%
减持
—
EXPRO GROUP HOLDINGS NV
-$4.7M
59,169
-87%
增持
AM
ANTERO MIDSTREAM CORP
+$4.6M
1,772,534
+28%
减持
VRT
VERTIV HOLDINGS CO
-$4.6M
54,719
-39%
建仓
—
WEATHERFORD INTL PLC
+$4.6M
58,200
减持
DY
DYCOM INDS INC
-$4.5M
9,577
-64%
减持
—
NVENT ELECTRIC PLC
-$4.5M
80,580
-37%
增持
GEV
GE VERNOVA INC
+$4.4M
11,500
+130%
增持
CTRA
COTERRA ENERGY INC
+$4.4M
1,144,682
+5%
减持
OII
OCEANEERING INTL INC
-$3.9M
120,000
-56%
建仓
FSLR
FIRST SOLAR INC
+$3.7M
14,194
建仓
DOV
DOVER CORP
+$3.6M
18,400
清仓
—
HCM II ACQUISITION CORP
-$3.6M
0
-100%
清仓
AESI
ATLAS ENERGY SOLUTIONS INC
-$3.5M
0
-100%
增持
—
NOBLE CORP PLC
+$3.3M
336,300
+54%
建仓
LBRT
LIBERTY ENERGY INC
+$3.3M
178,200
减持
ITT
ITT INC
-$3.1M
12,752
-57%
增持
UGI
UGI CORP NEW
+$3.1M
329,717
+18%
清仓
CAT
CATERPILLAR INC
-$2.7M
0
-100%
建仓
BTE
BAYTEX ENERGY CORP
+$2.6M
814,000
清仓
UUUU
ENERGY FUELS INC
-$2.5M
0
-100%
建仓
FRMI
FERMI INC
+$2.3M
281,827
增持
FIX
COMFORT SYS USA INC
+$2.2M
6,237
+42%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.9M
12,400
清仓
WBI
WATERBRIDGE INFRASTRUCTURE L
-$1.9M
0
-100%
增持
APH
AMPHENOL CORP NEW
+$1.8M
30,700
+63%
建仓
USAR
USA RARE EARTH INC
+$1.8M
152,500
减持
SGML
SIGMA LITHIUM CORPORATION
-$1.8M
597,237
-60%
减持
—
JOHNSON CTLS INTL PLC
-$1.7M
49,467
-28%
清仓
HESM
HESS MIDSTREAM LP
-$1.6M
0
-100%
清仓
FLR
FLUOR CORP NEW
-$1.5M
0
-100%
增持
PDS
PRECISION DRILLING CORP
+$877.9K
56,178
+0%
减持
—
TECHNIPFMC PLC
-$611.5K
67,300
-26%
清仓
VST
VISTRA CORP
-$568.2K
0
-100%
增持
ITRI
ITRON INC
-$562.0K
27,750
+10%
减持
ARRY
ARRAY TECHNOLOGIES INC
-$376.8K
181,620
-28%
减持
TTI
TETRA TECHNOLOGIES INC DEL
+$324.7K
154,657
-21%
减持
—
NATIONAL ENERGY SERVICES REU
+$238.1K
77,845
-19%
增持
CLNE
CLEAN ENERGY FUELS CORP
-$214.1K
2,103,095
+17%
减持
BE
BLOOM ENERGY CORP
-$184.7K
11,500
-18%
减持
BKV
BKV CORP
-$95.6K
37,200
-22%
减持
MTZ
MASTEC INC
-$13.3K
131,899
-2%
