SIR Capital Management, L.P.

Position in NOG — Northern Oil & Gas, Inc.

CIK 1434997 NEW YORK, NY

Position in NOG

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

Position Value

$3,815,130

-$13,643,435 QoQ

Shares Held

210,200

-52.2% QoQ

Ownership

0.197%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#69

of 342 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SIR Capital Management, L.P. holds $258,525,091 across 12 Oil & Gas E&P names. NOG ranks #11 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,815,130	210,200	-52.2%	Shares	Sole	2026-08-14
2024-03-31	$17,458,565	439,984	-36.4%	Shares	Sole	2024-05-15
2023-12-31	$25,627,343	691,323	+90.6%	Shares	Sole	2024-02-14
2023-09-30	$14,594,357	362,773	-45.9%	Shares	Sole	2023-11-14
2023-06-30	$23,022,645	670,823	+81.3%	Shares	Sole	2023-08-11
2023-03-31	$11,228,741	369,975	+279.5%	Shares	Sole	2023-05-15
2022-12-31	$3,004,271	97,478	+258.7%	Shares	Sole	2023-02-14
2022-09-30	$744,948	27,178	-85.0%	Shares	Sole	2022-11-14
2022-03-31	$5,096,470	180,790	-61.4%	Shares	Sole	2022-05-16
2021-12-31	$9,643,582	468,590	-90.9%	Shares	Sole	2022-02-14
2020-06-30	$4,316,544	5,138,744	+9.8%	Shares	Sole	2020-08-14
2020-03-31	$3,089,222	4,680,640	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.