Position in AR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$52,802,023
+$35,066,633 QoQ
Shares Held
1,244,157
+141.7% QoQ
Ownership
0.402%
of shares outstanding
% of Portfolio
4.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026SIR Capital Management, L.P. holds $320,445,885 across 11 Oil & Gas E&P names. AR ranks #1 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AR |
ANTERO RESOURCES Corp
This page
|
1,244,157 | $52,802,023 | |
| 2 | DVN |
Devon Energy Corp/De
|
1,032,736 | $51,967,275 | |
| 3 | PR |
Permian Resources Corp
|
2,204,688 | $47,003,948 | |
| 4 | EXE |
EXPAND ENERGY Corp
|
410,733 | $45,090,268 | |
| 5 | OVV |
Ovintiv Inc.
|
636,025 | $37,754,444 | |
| 6 | MGY |
Magnolia Oil & Gas Corp
|
851,094 | $26,869,037 | |
| 7 | CHRD |
Chord Energy Corp
|
179,391 | $25,505,812 | |
| 8 | CRC |
California Resources Corp
|
188,700 | $13,061,814 |
All Filings in AR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,802,023 | 1,244,157 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,735,390 | 514,666 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,157,326 | 958,204 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,255,133 | 924,904 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,515,338 | 878,223 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,777,243 | 478,666 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $24,699,278 | 756,950 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $26,255,875 | 905,375 | Shares | Sole | 2024-05-15 | |
| 2022-12-31 | $1,619,816 | 52,269 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,970,436 | 359,333 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,235,891 | 138,202 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,094,093 | 494,402 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,521,425 | 315,510 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,059,771 | 853,789 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,939,080 | 794,350 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,117,246 | 599,730 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,684,670 | 492,600 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||