SIR Capital Management significantly increased its investment in Cheniere Energy (LNG), raising its stake by over 215% to 81,340 shares. According to the firm's quarterly disclosure, the value of its holding jumped from $7.32 million to $19.44 million, making Cheniere a 2.23% position in its reported portfolio.
This activity was revealed in a delayed 13F filing on August 14, 2026, reflecting trades made during the second quarter ending June 30. The period was notably strong for Cheniere, which raised its full-year financial guidance after reporting robust LNG volumes and higher margins. [1, 3] During the quarter, Cheniere also achieved substantial completion of a new liquefaction train at its Corpus Christi facility, enhancing its export capacity. [1, 5]