SIR Capital Management, L.P.
Position in AESI — Atlas Energy Solutions Inc.
CIK 1434997
NEW YORK, NY
Position in AESI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,842,673
-$1,965,419 QoQ
Shares Held
231,347
-47.7% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#68
of 282 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026SIR Capital Management, L.P. holds $83,190,397 across 9 Oil & Gas Equipment & Services names. AESI ranks #9 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TS |
Tenaris SA
|
368,588 | $20,452,948 | |
| 2 | PUMP |
ProPetro Holding Corp.
|
835,863 | $11,986,275 | |
| 3 | WFRD |
Weatherford International plc
|
132,700 | $10,815,050 | |
| 4 | SEI |
Solaris Energy Infrastructure, Inc.
|
107,947 | $8,685,415 | |
| 5 | HAL |
Halliburton Co
|
230,200 | $7,815,290 | |
| 6 | LBRT |
Liberty Energy Inc.
|
297,884 | $7,801,581 | |
| 7 | BKR |
Baker Hughes Co
|
138,200 | $7,670,100 | |
| 8 | TDW |
Tidewater Inc
|
61,850 | $4,121,065 |
All Filings in AESI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,842,673 | 231,347 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,808,092 | 442,690 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,534,262 | 310,841 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,878,865 | 514,500 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||