SIR Capital Management, L.P.
CIK 1434997 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- COP9.05%
- KMI4.83%
- PR3.68%
- TRP3.63%
- AM3.61%
- PSX3.53%
- EOG3.22%
- LNG3.08%
- AES2.79%
- CTRA2.67%
Share classes counted separately40.09%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- COPWeight increased · +3.97 pp5.08% → 9.05%Shares +389.00K (+78.39%)
- TSWeight decreased · -3.12 pp4.42% → 1.30%Shares -1.10M (-76.70%)
- EQTWeight decreased · -2.05 pp4.09% → 2.04%Shares -718.50K (-62.65%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | COPCONOCOPHILLIPS View history and evidence | $87.79M | 9.05% | 885.23K shares | 5.08% → 9.05%+3.97 pp +389.00K (+78.39%) | Added | ↗▾ |
| 02 | KMIKINDER MORGAN INC View history and evidence | $46.83M | 4.83% | 1.71M shares | 4.66% → 4.83%+0.17 pp -458.71K (-21.16%) | Reduced | ↗▾ |
| 03 | PRPERMIAN RESOURCES CORP-CL ACLASS A COM View history and evidence | $35.65M | 3.68% | 2.48M shares | 5.23% → 3.68%-1.55 pp -1.47M (-37.30%) | Reduced | ↗▾ |
| 04 | TRPTC ENERGY CORP View history and evidence | $35.26M | 3.63% | 757.72K shares | Prior unavailable +757.72K | New | ↗▾ |
| 05 | AMANTERO MIDSTREAM CORP View history and evidence | $35.06M | 3.61% | 2.32M shares | Prior unavailable +2.32M | New | ↗▾ |
| 06 | PSXPHILLIPS 66 View history and evidence | $34.19M | 3.53% | 300.12K shares | 4.66% → 3.53%-1.13 pp -64.50K (-17.69%) | Reduced | ↗▾ |
| 07 | EOGEOG RESOURCES INC View history and evidence | $31.21M | 3.22% | 254.60K shares | 3.15% → 3.22%+0.07 pp -8.70K (-3.30%) | Reduced | ↗▾ |
| 08 | LNGCHENIERE ENERGY INCCOM NEW View history and evidence | $29.91M | 3.08% | 139.18K shares | 4.69% → 3.08%-1.61 pp -128.89K (-48.08%) | Reduced | ↗▾ |
| 09 | AESAES CORP View history and evidence | $27.04M | 2.79% | 2.10M shares | 3.51% → 2.79%-0.72 pp +302.04K (+16.79%) | Added | ↗▾ |
| 10 | CTRACOTERRA ENERGY INC View history and evidence | $25.86M | 2.67% | 1.01M shares | 1.85% → 2.67%+0.82 pp +218.54K (+27.53%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 29336T100 ENLINK MIDSTREAM LLC | Non-derivative | -1,814,608 | -$26.33M | SEC filing ↗ | SEC filing ↗ |
| WFRD WEATHERFORD INTERNATIONAL PL | Non-derivative | -249,783 | -$21.21M | SEC filing ↗ | SEC filing ↗ |
| SLB SLB LTD | Non-derivative | -442,675 | -$18.57M | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1434997 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 969941209
}Research all 73 reported holdings.
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