SIR Capital Management, L.P.

**SIR Capital Management, L.P.** manages $904M across a diversified portfolio of 80 positions. The firm maintains significant exposure to real assets and cyclical sectors, highlighted by top holdings including VNOM at $59.3M and KMI at $42.0M. Further notable allocations include PR ($37.0M), OKE ($34.7M), and FCX ($31.7M). This concentration suggests a tactical approach targeting value and commodity-linked opportunities.

📌 Top Holdings