SIR Capital Management, L.P.

Position in LBRT — Liberty Energy Inc.

CIK 1434997 NEW YORK, NY

Position in LBRT

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

Position Value

$7,801,581

-$23,102,691 QoQ

Shares Held

297,884

-72.2% QoQ

Ownership

0.183%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#80

of 404 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SIR Capital Management, L.P. holds $83,190,397 across 9 Oil & Gas Equipment & Services names. LBRT ranks #6 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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. This page	297,884	$7,801,581
7	BKR	Baker Hughes Co	138,200	$7,670,100
8	TDW	Tidewater Inc	61,850	$4,121,065

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,801,581	297,884	-72.2%	Shares	Sole	2026-08-14
2026-03-31	$30,904,272	1,073,065	+502.2%	Shares	Sole	2026-05-15
2025-12-31	$3,289,572	178,200	-72.9%	Shares	Sole	2026-02-13
2025-06-30	$7,550,912	657,745	-22.1%	Shares	Sole	2025-08-12
2025-03-31	$13,364,588	844,257	+157.3%	Shares	Sole	2025-05-15
2023-03-31	$4,204,024	328,183	-77.5%	Shares	Sole	2023-05-15
2022-12-31	$23,384,542	1,460,621	+329.5%	Shares	Sole	2023-02-14
2022-09-30	$4,311,795	340,047	-15.8%	Shares	Sole	2022-11-14
2022-06-30	$5,151,709	403,739	+131.2%	Shares	Sole	2022-08-15
2022-03-31	$2,588,001	174,629	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.