SIR Capital Management, a hedge fund focused on the energy sector, has fully liquidated its stake in ProFrac Holding Corp. According to the firm's latest ownership filing, it sold all 1.10 million of its shares. The position had been valued at approximately $6.85 million at the end of the prior quarter, when it constituted 0.64% of the fund's reported portfolio.
The transactions occurred during the second quarter of 2026, a period in which ProFrac reported a net loss of $75 million. As with all 13F filings, this disclosure was made with a delay; the trades took place by June 30, 2026, and the report was filed with the SEC on August 14, 2026.