SIR Capital Management, L.P. Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$745.5B
Holdings
51
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRPTRANSCANADA CORP | 789,473 | $36.4B | 4.89% | |
| 2 | TSTENARIS S A | 1,021,900 | $34.9B | 4.68% | |
| 3 | —ENERGEN CORP | 628,872 | $34.2B | 4.59% | |
| 4 | CPE3EURCALLON PETE CO DEL | 2,581,140 | $34.0B | 4.56% | |
| 5 | CTRACABOT OIL & GAS CORP | 1,355,346 | $32.4B | 4.35% | |
| 6 | RICEEURRICE ENERGY INC | 1,321,330 | $31.3B | 4.20% | |
| 7 | COPCONOCOPHILLIPS | 611,435 | $30.5B | 4.09% | |
| 8 | XECEURCIMAREX ENERGY CO | 233,903 | $27.9B | 3.75% | |
| 9 | KMIKINDER MORGAN INC DEL | 1,260,600 | $27.4B | 3.68% | |
| 10 | —DOW CHEM CO | 425,388 | $27.0B | 3.63% | |
| 11 | ARANTERO RES CORP | 1,147,708 | $26.2B | 3.51% | |
| 12 | QEPQEP RES INC | 1,992,895 | $25.3B | 3.40% | |
| 13 | BKRBAKER HUGHES INC | 399,100 | $23.9B | 3.20% | |
| 14 | LPI1EURLAREDO PETROLEUM INC | 1,406,947 | $20.5B | 2.76% | |
| 15 | —TESORO CORP | 239,300 | $19.4B | 2.60% | |
| 16 | —NEWFIELD EXPL CO | 513,235 | $18.9B | 2.54% | |
| 17 | ERFGBPENERPLUS CORP | 2,149,229 | $17.3B | 2.32% | |
| 18 | CLRUSDCONTINENTAL RESOURCES INC | 370,600 | $16.8B | 2.26% | |
| 19 | VLOVALERO ENERGY CORP NEW | 251,964 | $16.7B | 2.24% | |
| 20 | PTENPATTERSON UTI ENERGY INC | 685,345 | $16.6B | 2.23% | |
| 21 | CECELANESE CORP DEL | 151,897 | $13.6B | 1.83% | |
| 22 | DVNDEVON ENERGY CORP NEW | 325,398 | $13.6B | 1.82% | |
| 23 | CHKEURCHESAPEAKE ENERGY CORP | 2,265,281 | $13.5B | 1.80% | |
| 24 | HALHALLIBURTON CO | 270,231 | $13.3B | 1.78% | |
| 25 | APCANADARKO PETE CORP | 213,060 | $13.2B | 1.77% | |
| 26 | OASEUROASIS PETE INC NEW | 911,528 | $13.0B | 1.74% | |
| 27 | —WPX ENERGY INC | 886,700 | $11.9B | 1.59% | |
| 28 | TRGPTARGA RES CORP | 186,356 | $11.2B | 1.50% | |
| 29 | EMNEASTMAN CHEM CO | 127,594 | $10.3B | 1.38% | |
| 30 | SUSUNCOR ENERGY INC NEW | 324,686 | $10.0B | 1.34% | |
| 31 | SLCAU S SILICA HLDGS INC | 205,713 | $9.9B | 1.32% | |
| 32 | APDAIR PRODS & CHEMS INC | 62,050 | $8.4B | 1.13% | |
| 33 | MTDRMATADOR RES CO | 349,300 | $8.3B | 1.11% | |
| 34 | OIIOCEANEERING INTL INC | 279,900 | $7.6B | 1.02% | |
| 35 | —SRC ENERGY INC | 787,600 | $6.6B | 0.89% | |
| 36 | PPLPEMBINA PIPELINE CORP | 206,142 | $6.5B | 0.88% | |
| 37 | —C&J ENERGY SVCS INC NEW | 187,570 | $6.4B | 0.86% | |
| 38 | OKEONEOK INC NEW | 113,003 | $6.3B | 0.84% | |
| 39 | —KRATON CORPORATION | 193,100 | $6.0B | 0.80% | |
| 40 | CCCHEMOURS CO | 139,849 | $5.4B | 0.72% | |
| 41 | NGVTINGEVITY CORP | 87,795 | $5.3B | 0.72% | |
| 42 | CLBCORE LABORATORIES N V | 44,200 | $5.1B | 0.68% | |
| 43 | —RESOLUTE ENERGY CORP | 116,800 | $4.7B | 0.63% | |
| 44 | RESRPC INC | 221,900 | $4.1B | 0.54% | |
| 45 | —SUPERIOR ENERGY SVCS INC | 279,255 | $4.0B | 0.53% | |
| 46 | —TRINSEO S A | 50,901 | $3.4B | 0.46% | |
| 47 | FMCF M C CORP | 28,600 | $2.0B | 0.27% | |
| 48 | —INDEPENDENCE CONTRACT DRIL I | 356,312 | $2.0B | 0.26% | |
| 49 | —KOSMOS ENERGY LTD | 171,800 | $1.1B | 0.15% | |
| 50 | DOEURDIAMOND OFFSHORE DRILLING IN | 34,867 | $583.0M | 0.08% | |
| 51 | DNOWNOW INC | 29,600 | $502.0M | 0.07% |