SIR Capital Management, a hedge fund specializing in energy investments, significantly cut its position in Venture Global Inc. during the second quarter of 2026. According to a quarterly filing with the SEC, the firm sold over 436,000 shares, reducing its stake by nearly 71%. This disclosure, filed on August 14, 2026, reflects trading activity that occurred between March 31 and June 30, 2026.
The reduction came during a period of strong performance for Venture Global, which reported a 48% year-over-year revenue increase and raised its full-year EBITDA guidance in its Q2 earnings release. Despite the company's positive results and a significant year-to-date stock rally, SIR Capital's reported holdings dropped from a value of $9.74 million to $2.02 million. No specific reasons for the trade were publicly disclosed.