SIR Capital Management’s ProFrac Holding ACDC Stock Holding History

SIR Capital Management’s Portfolio ACDC Stock Details ACDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,104,261	Closed	-$6.85M	–	80
2026 Q1	$6.85M	Buy	+1,104,261	New	+$5.92M	0.64%	48
2025 Q2	–	Sell	-394,394	Closed	-$2.99M	–	88
2025 Q1	$2.99M	Buy	+394,394	New	+$3.03M	0.26%	57
2024 Q3	–	Sell	-362,686	Closed	-$2.69M	–	68
2024 Q2	$2.69M	Sell	362,686 -812,910	-69%	-$6.74M	0.27%	67
2024 Q1	$9.83M	Buy	+1,175,596	New	+$9.03M	0.99%	40
2023 Q2	–	Sell	-418,447	Closed	-$5.3M	–	66
2023 Q1	$5.3M	Buy	418,447 +118,798	+40%	+$2.31M	0.57%	46
2022 Q4	$7.55M	Buy	299,649 +34,860	+13%	+$770K	0.79%	34
2022 Q3	$4.03M	Buy	264,789 +11,289	+4%	+$203K	0.68%	46
2022 Q2	$4.64M	Buy	+253,500	New	+$4.97M	0.64%	38

Other funds holding ACDC

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

SIR Capital Management's ACDC Position: Q2 2026 in Review

SIR Capital Management sold out of ProFrac Holding (ACDC) in Q2 2026, closing a stake of 1,104,261 shares — an estimated $6.85M sold.

SIR Capital Management first reported a position in ACDC in Q2 2022 and held it in 8 quarters. The position peaked at $9.83M in Q1 2024. 145 funds tracked by Wall St. Rank hold ACDC as of Q2 2026.

SIR Capital Management reported no remaining ProFrac Holding position as of Q2 2026 after selling out during the quarter.
SIR Capital Management sold 1,104,261 ProFrac Holding shares in Q2 2026, an estimated $6.85M.
SIR Capital Management first reported a position in ProFrac Holding in Q2 2022 and held it in 8 quarters.
SIR Capital Management's ProFrac Holding position peaked at $9.83M in Q1 2024.
145 funds tracked by Wall St. Rank held ProFrac Holding as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.