SIR Capital Management, L.P.

Position in FLEX — Flex Ltd.

CIK 1434997 NEW YORK, NY

Position in FLEX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,814,903

New position

Shares Held

72,900

first reported quarter

Ownership

0.020%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#239

of 1,102 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SIR Capital Management, L.P. holds $15,088,352 across 4 Electronic Components names. FLEX ranks #1 (78.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FLEX	Flex Ltd. This page	72,900	$11,814,903
2	GLW	Corning Inc /Ny	8,088	$2,065,917
3	RAL	Ralliant Corp	16,400	$1,207,532
4	APH	Amphenol Corp /De/	172,620	$0

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,814,903	72,900	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.