SEC 13F Intelligence

Managers / Q1 2026

SIR Capital Management, L.P.

CIK 0001434997 · 640 8TH AVENUE, 34TH FLOOR, NEW YORK, NY, 10036 · 212-993-7092

Reported Value
$1.1B
Q1 2026
Positions
88
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing

Summary

Sir Capital Management, L.P. reported $1.1B in U.S.-listed holdings across 88 positions for Q1 2026.

Its largest position, AR, represents 4.9% of the portfolio.

Compared with Q4 2025, the fund opened 35 new positions and exited 27.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $301MQ4 ’18Q1 ’19: $545MQ2 ’19: $572MQ3 ’19: $407MQ4 ’19: $534MQ4 ’19Q1 ’20: $232MQ2 ’20: $408MQ3 ’20: $421MQ4 ’20: $512MQ4 ’20Q1 ’21: $594MQ2 ’21: $676MQ3 ’21: $682MQ4 ’21: $634MQ4 ’21Q1 ’22: $569MQ2 ’22: $729MQ3 ’22: $592MQ4 ’22: $950.8BQ4 ’22Q1 ’23: $938MQ2 ’23: $913MQ3 ’23: $843MQ4 ’23: $977MQ4 ’23Q1 ’24: $993MQ2 ’24: $1.0BQ3 ’24: $1.0BQ4 ’24: $970MQ4 ’24Q1 ’25: $1.1BQ2 ’25: $1.1BQ3 ’25: $1.1BQ4 ’25: $904MQ4 ’25Q1 ’26: $1.1Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B88May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$904M80Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B78Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B87Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B76May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$970M73Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B67Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.0B79Aug 7, 202413F-HRchanges · EDGAR ↗
Q1 2024$993M68May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$977M65Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$843M63Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$913M65Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$938M62May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$950.8B64Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$592M75Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$729M78Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$569M75May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$634M76Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$682M68Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$676M69Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$594M67May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$512M60Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$421M49Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$408M44Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$232M33May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$534M39Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$407M42Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$572M51Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$545M48May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$301M49Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.