Position in TS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,452,948
+$10,076,179 QoQ
Shares Held
368,588
+27.1% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#24
of 282 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026SIR Capital Management, L.P. holds $83,190,397 across 9 Oil & Gas Equipment & Services names. TS ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TS |
Tenaris SA
This page
|
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.
|
297,884 | $7,801,581 | |
| 7 | BKR |
Baker Hughes Co
|
138,200 | $7,670,100 | |
| 8 | TDW |
Tidewater Inc
|
61,850 | $4,121,065 |
All Filings in TS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,452,948 | 368,588 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $10,376,769 | 290,097 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,766,169 | 688,935 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,075,272 | 180,907 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,594,537 | 333,277 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,477,216 | 1,430,551 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,679,997 | 317,169 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $5,190,780 | 149,332 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,122,482 | 668,433 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,296,007 | 711,052 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $27,280,608 | 775,899 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,739,676 | 686,520 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,347,562 | 1,142,373 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $30,841,355 | 1,025,652 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $31,853,303 | 1,527,004 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,267,510 | 1,244,316 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,857,369 | 815,405 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,116,977 | 93,300 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,358,960 | 335,985 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,709,086 | 376,557 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,374,482 | 725,018 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $375,092 | 31,128 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||