SIR Capital Management, L.P.

Position in LBRT — Liberty Energy Inc.

CIK 1434997 NEW YORK, NY

Position in LBRT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$30,904,272

+$27,614,700 QoQ

Shares Held

1,073,065

+502.2% QoQ

Ownership

0.658%

of shares outstanding

% of Portfolio

2.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

SIR Capital Management, L.P. holds $128,101,506 across 10 Oil & Gas Equipment & Services names. LBRT ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HAL	Halliburton Co	961,400	$37,484,986
2	LBRT	Liberty Energy Inc. This page	1,073,065	$30,904,272
3	PUMP	ProPetro Holding Corp.	903,130	$13,014,103
4	RES	Rpc Inc	1,596,443	$11,302,816
5	SEI	Solaris Energy Infrastructure, Inc.	163,914	$9,262,780
6	WHD	Cactus, Inc.	165,729	$7,850,582
7	ACDC	ProFrac Holding Corp.	1,104,261	$6,846,418
8	AESI	Atlas Energy Solutions Inc.	442,690	$5,808,092

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.