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 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 $4.95B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CPI

Crestview Partners III New York $195M AUM 17.49% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SIR Capital Management's ACDC Position: Q1 2026 in Review

SIR Capital Management opened a new position in ProFrac Holding (ACDC) in Q1 2026: 1,104,261 shares worth $6.85M. The stake represents 0.64% of the portfolio and ranks #48 among its holdings. This is a return to the name: SIR Capital Management previously reported a position in ACDC as recently as Q1 2025.

SIR Capital Management first reported a position in ACDC in Q2 2022 and has held it in 8 quarters since. The position peaked at $9.83M in Q1 2024. 138 funds tracked by Wall St. Rank hold ACDC as of Q1 2026.

SIR Capital Management held 1,104,261 shares of ProFrac Holding worth $6.85M as of Q1 2026.
ProFrac Holding was a new SIR Capital Management position in Q1 2026.
ProFrac Holding made up 0.64% of SIR Capital Management's portfolio in Q1 2026, its #48 holding.
SIR Capital Management first reported a position in ProFrac Holding in Q2 2022 and has held it in 8 quarters since.
SIR Capital Management's ProFrac Holding position peaked at $9.83M in Q1 2024.
138 funds tracked by Wall St. Rank held ProFrac Holding as of Q1 2026.

Based on SIR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.