Position in ACDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,846,418
+$3,852,968 QoQ
Shares Held
1,104,261
+180.0% QoQ
Ownership
0.610%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ACDC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026SIR Capital Management, L.P. holds $128,101,506 across 10 Oil & Gas Equipment & Services names. ACDC ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
961,400 | $37,484,986 | |
| 2 | LBRT |
Liberty Energy Inc.
|
1,073,065 | $30,904,272 | |
| 3 | PUMP |
ProPetro Holding Corp.
|
903,130 | $13,014,103 | |
| 4 | RES |
Rpc Inc
|
1,596,443 | $11,302,816 | |
| 5 | SEI |
Solaris Energy Infrastructure, Inc.
|
163,914 | $9,262,780 | |
| 6 | WHD |
Cactus, Inc.
|
165,729 | $7,850,582 | |
| 7 | ACDC |
ProFrac Holding Corp.
This page
|
1,104,261 | $6,846,418 | |
| 8 | AESI |
Atlas Energy Solutions Inc.
|
442,690 | $5,808,092 |
All Filings in ACDC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,846,418 | 1,104,261 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,993,450 | 394,394 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $2,687,503 | 362,686 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,827,982 | 1,175,596 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $5,301,723 | 418,447 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,551,154 | 299,649 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,027,440 | 264,789 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,641,585 | 253,500 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||