SIR Capital Management, L.P.
NEW YORK NY · SEC CIK 0001434997
$10.71亿2026Q1 申报市值
88持仓数
38.7%前十大占比 · 第一大 4.9%
24 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HAL 加仓+$3,397.59万
EXE 加仓+$3,196.06万
AR 加仓+$3,095.96万
DVN 加仓+$2,651.82万
LBRT 加仓+$2,577.21万
2026Q1 卖出最多 按季末市值估算
WMB 清仓-$3,157.17万
MTZ 减仓-$3,069.40万
COTERRA ENERGY I 清仓-$3,012.80万
KMI 减仓-$2,645.54万
DINO 清仓-$2,443.26万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WFRD | WEATHERFORD INTL PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -14,194 | -100.0% | -$370.79万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -18,400 | -100.0% | -$359.24万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -67,300 | -100.0% | -$299.89万 | 清仓 |
| OII | OCEANEERING INTL INC | $0 | 0.00% | 0 | -120,000 | -100.0% | -$288.36万 | 清仓 |
| BTE | BAYTEX ENERGY CORP | $0 | 0.00% | 0 | -814,000 | -100.0% | -$263.32万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -82,015 | -100.0% | -$256.30万 | 清仓 |
| EE | EXCELERATE ENERGY INC | $0 | 0.00% | 0 | -86,035 | -100.0% | -$241.33万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -12,400 | -100.0% | -$194.43万 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $0 | 0.00% | 0 | -181,620 | -100.0% | -$167.45万 | 清仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $0 | 0.00% | 0 | -77,845 | -100.0% | -$121.91万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -11,500 | -100.0% | -$99.92万 | 清仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $0 | 0.00% | 0 | -59,169 | -100.0% | -$78.99万 | 清仓 |