SIR Capital Management, L.P.

CIK

1434997

City

NEW YORK

State / Country

NY

Stock

PUMP — ProPetro Holding Corp.

Top Portfolio Positions

88 positions · $1,071,013,241 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AR	ANTERO RESOURCES Corp Energy	1,244,157	$52,802,023	4.93%
DVN	Devon Energy Corp/De Energy	1,032,736	$51,967,275	4.85%
PR	Permian Resources Corp Energy	2,204,688	$47,003,948	4.39%
EXE	EXPAND ENERGY Corp Energy	410,733	$45,090,268	4.21%
CVE	Cenovus Energy Inc. Energy	1,476,500	$39,171,545	3.66%
OKE	Oneok Inc /New/ Energy	433,188	$39,155,863	3.66%
OVV	Ovintiv Inc. Energy	636,025	$37,754,444	3.53%
HAL	Halliburton Co Energy	961,400	$37,484,986	3.50%
FCX	Freeport-Mcmoran Inc Basic Materials	558,694	$32,840,033	3.07%
LBRT	Liberty Energy Inc. Energy	1,073,065	$30,904,272	2.89%

Portfolio Trend

25 quarters · across all stocks

Holdings in PUMP

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,014,103	903,130	-32.9%	Shares	Sole	2026-05-15
2025-12-31	$12,801,163	1,346,074	+1374.3%	Shares	Sole	2026-02-13
2025-09-30	$478,412	91,300	-88.8%	Shares	Sole	2025-11-14
2025-06-30	$4,847,962	812,054	+26.6%	Shares	Sole	2025-08-12
2025-03-31	$4,714,290	641,400	+88.5%	Shares	Sole	2025-05-15
2023-12-31	$2,851,747	340,304	-25.5%	Shares	Sole	2024-02-14
2023-09-30	$4,857,346	456,947	+633.5%	Shares	Sole	2023-11-14
2022-09-30	$501,515	62,300	-72.9%	Shares	Sole	2022-11-14
2022-06-30	$2,297,990	229,799	-7.5%	Shares	Sole	2022-08-15
2022-03-31	$3,459,696	248,363	-65.0%	Shares	Sole	2022-05-16
2021-12-31	$5,742,729	708,979	+623.4%	Shares	Sole	2022-02-14
2021-06-30	$897,698	98,002	-78.4%	Shares	Sole	2021-08-16
2020-12-31	$3,355,163	454,014	—	Shares	Sole	2021-02-16
No 13F history on record for this holder in this stock.