SIR Capital Management’s OPAL Fuels OPAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$822K	Hold	373,849	–	–	0.09%	76
2026 Q1	$942K	Hold	373,849	–	–	0.09%	84
2025 Q4	$880K	Hold	373,849	–	–	0.1%	78
2025 Q3	$822K	Hold	373,849	–	–	0.07%	75
2025 Q2	$905K	Hold	373,849	–	–	0.08%	83
2025 Q1	$688K	Sell	373,849 -70,100	-16%	-$192K	0.06%	73
2024 Q4	$1.5M	Hold	443,949	–	–	0.16%	64
2024 Q3	$1.62M	Buy	443,949 +55,900	+14%	+$211K	0.16%	64
2024 Q2	$1.59M	Buy	388,049 +167,940	+76%	+$789K	0.16%	73
2024 Q1	$1.1M	Buy	220,109 +12,401	+6%	+$60.8K	0.11%	63
2023 Q4	$1.15M	Buy	+207,708	New	+$1.28M	0.12%	63

Other funds holding OPAL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

YCM

Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SIR Capital Management held its OPAL Fuels (OPAL) position steady in Q2 2026 at 373,849 shares worth $822K. The position accounts for 0.09% of the portfolio, ranked #76.

SIR Capital Management first reported a position in OPAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q3 2024. 78 funds tracked by Wall St. Rank hold OPAL as of Q2 2026.

SIR Capital Management held 373,849 shares of OPAL Fuels worth $822K as of Q2 2026.
SIR Capital Management left its OPAL Fuels share count unchanged in Q2 2026.
OPAL Fuels made up 0.09% of SIR Capital Management's portfolio in Q2 2026, its #76 holding.
SIR Capital Management first reported a position in OPAL Fuels in Q4 2023 and has held it in 11 quarters since.
SIR Capital Management's OPAL Fuels position peaked at $1.62M in Q3 2024.
78 funds tracked by Wall St. Rank held OPAL Fuels as of Q2 2026.

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