Position in AR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,003,290
-$23,798,733 QoQ
Shares Held
825,364
-33.7% QoQ
Ownership
0.268%
of shares outstanding
% of Portfolio
3.42%
of 13F equity value
Holder Rank
#61
of 621 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026SIR Capital Management, L.P. holds $258,525,091 across 12 Oil & Gas E&P names. AR ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
1,749,854 | $72,303,967 | |
| 2 | PR |
Permian Resources Corp
|
3,289,106 | $60,552,441 | |
| 3 | OVV |
Ovintiv Inc.
|
716,400 | $37,718,460 | |
| 4 | AR |
ANTERO RESOURCES Corp
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|
825,364 | $29,003,290 | |
| 5 | EXE |
EXPAND ENERGY Corp
|
234,043 | $21,342,381 | |
| 6 | CRC |
California Resources Corp
|
218,438 | $11,548,817 | |
| 7 | MGY |
Magnolia Oil & Gas Corp
|
227,667 | $5,823,721 | |
| 8 | CHRD |
Chord Energy Corp
|
49,048 | $5,606,186 |
All Filings in AR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,003,290 | 825,364 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||