SIR Capital Management, L.P. Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$666.4B
Holdings
50
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —PARSLEY ENERGY INC | 1,445,045 | $40.1B | 6.02% | |
| 2 | XECEURCIMAREX ENERGY CO | 415,521 | $39.1B | 5.86% | |
| 3 | CPE3EURCALLON PETE CO DEL | 3,396,218 | $36.0B | 5.41% | |
| 4 | OKEONEOK INC NEW | 570,770 | $29.8B | 4.47% | |
| 5 | CLRUSDCONTINENTAL RESOURCES INC | 906,302 | $29.3B | 4.40% | |
| 6 | DVNDEVON ENERGY CORP NEW | 870,105 | $27.8B | 4.17% | |
| 7 | QEPQEP RES INC | 2,646,158 | $26.7B | 4.01% | |
| 8 | —NEWFIELD EXPL CO | 933,219 | $26.6B | 3.99% | |
| 9 | CLBCORE LABORATORIES N V | 221,037 | $22.4B | 3.36% | |
| 10 | SUSUNCOR ENERGY INC NEW | 760,478 | $22.2B | 3.33% | |
| 11 | RICEEURRICE ENERGY INC | 780,530 | $20.8B | 3.12% | |
| 12 | —DOW CHEM CO | 304,677 | $19.2B | 2.88% | |
| 13 | TSTENARIS S A | 589,303 | $18.4B | 2.75% | |
| 14 | FMCF M C CORP | 250,149 | $18.3B | 2.74% | |
| 15 | —WPX ENERGY INC | 1,736,569 | $16.8B | 2.52% | |
| 16 | PTENPATTERSON UTI ENERGY INC | 818,347 | $16.5B | 2.48% | |
| 17 | NBL2EURNOBLE ENERGY INC | 572,270 | $16.2B | 2.43% | |
| 18 | EMNEASTMAN CHEM CO | 186,403 | $15.7B | 2.35% | |
| 19 | CECELANESE CORP DEL | 157,197 | $14.9B | 2.24% | |
| 20 | HALHALLIBURTON CO | 327,375 | $14.0B | 2.10% | |
| 21 | MUSAMURPHY USA INC | 184,844 | $13.7B | 2.06% | |
| 22 | SHWSHERWIN WILLIAMS CO | 38,300 | $13.4B | 2.02% | |
| 23 | COPCONOCOPHILLIPS | 288,137 | $12.7B | 1.90% | |
| 24 | CCCHEMOURS CO | 306,705 | $11.6B | 1.75% | |
| 25 | RESRPC INC | 556,916 | $11.3B | 1.69% | |
| 26 | CTRACABOT OIL & GAS CORP | 448,446 | $11.2B | 1.69% | |
| 27 | TRPTRANSCANADA CORP | 230,635 | $11.0B | 1.65% | |
| 28 | PPLPEMBINA PIPELINE CORP | 331,942 | $11.0B | 1.65% | |
| 29 | —TESORO CORP | 112,930 | $10.6B | 1.59% | |
| 30 | APDAIR PRODS & CHEMS INC | 68,850 | $9.8B | 1.48% | |
| 31 | —KEANE GROUP INC | 569,044 | $9.1B | 1.37% | |
| 32 | ERFGBPENERPLUS CORP | 1,052,034 | $8.5B | 1.28% | |
| 33 | OLNOLIN CORP | 203,523 | $6.2B | 0.92% | |
| 34 | NGVTINGEVITY CORP | 106,333 | $6.1B | 0.92% | |
| 35 | —POLYONE CORP | 152,338 | $5.9B | 0.89% | |
| 36 | ENBENBRIDGE INC | 129,200 | $5.1B | 0.77% | |
| 37 | —BEMIS INC | 105,738 | $4.9B | 0.73% | |
| 38 | —TRONOX LTD | 312,162 | $4.7B | 0.71% | |
| 39 | OIIOCEANEERING INTL INC | 187,500 | $4.3B | 0.64% | |
| 40 | 37MMRC GLOBAL INC | 249,500 | $4.1B | 0.62% | |
| 41 | LPI1EURLAREDO PETROLEUM INC | 346,972 | $3.6B | 0.55% | |
| 42 | —JAGGED PEAK ENERGY INC | 231,839 | $3.1B | 0.46% | |
| 43 | SLCAU S SILICA HLDGS INC | 81,244 | $2.9B | 0.43% | |
| 44 | —SRC ENERGY INC | 428,204 | $2.9B | 0.43% | |
| 45 | —C&J ENERGY SVCS INC NEW | 54,237 | $1.9B | 0.28% | |
| 46 | —EXTRACTION OIL AND GAS INC | 120,022 | $1.6B | 0.24% | |
| 47 | —RESOLUTE ENERGY CORP | 50,200 | $1.5B | 0.22% | |
| 48 | —KOSMOS ENERGY LTD | 169,176 | $1.1B | 0.16% | |
| 49 | ESTEEUREARTHSTONE ENERGY INC | 102,100 | $1.0B | 0.15% | |
| 50 | —INDEPENDENCE CONTRACT DRIL I | 213,157 | $829.0M | 0.12% |