SIR Capital Management, L.P. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$408.3B
Holdings
44
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —PARSLEY ENERGY INC | 3,238,523 | $34.6B | 8.47% | |
| 2 | NBL2EURNOBLE ENERGY INC | 3,234,544 | $29.0B | 7.10% | |
| 3 | XECEURCIMAREX ENERGY CO | 1,037,245 | $28.5B | 6.98% | |
| 4 | MPCMARATHON PETE CORP | 676,403 | $25.3B | 6.19% | |
| 5 | DVNDEVON ENERGY CORP NEW | 2,041,543 | $23.2B | 5.67% | |
| 6 | CXOEURCONCHO RES INC | 417,609 | $21.5B | 5.27% | |
| 7 | 9990302DAPACHE CORP | 1,357,980 | $18.3B | 4.49% | |
| 8 | PDCEUSDPDC ENERGY INC | 1,223,853 | $15.2B | 3.73% | |
| 9 | APY1EURCHAMPIONX CORPORATION | 1,545,506 | $15.1B | 3.69% | |
| 10 | PSXPHILLIPS 66 | 205,279 | $14.8B | 3.61% | |
| 11 | EQTEQT CORP | 1,137,782 | $13.5B | 3.32% | |
| 12 | AXTAAXALTA COATING SYS LTD | 565,367 | $12.7B | 3.12% | |
| 13 | TRPTC ENERGY CORP | 285,402 | $12.2B | 3.00% | |
| 14 | DKDELEK US HLDGS INC NEW | 664,824 | $11.6B | 2.83% | |
| 15 | GTLSCHART INDS INC | 211,875 | $10.3B | 2.52% | |
| 16 | BKRBAKER HUGHES COMPANY | 659,748 | $10.2B | 2.49% | |
| 17 | TSTENARIS S A | 725,018 | $9.4B | 2.30% | |
| 18 | CTRACABOT OIL & GAS CORP | 484,018 | $8.3B | 2.04% | |
| 19 | CRKCOMSTOCK RES INC | 1,864,400 | $8.2B | 2.00% | |
| 20 | FANGDIAMONDBACK ENERGY INC | 192,400 | $8.0B | 1.97% | |
| 21 | DDDUPONT DE NEMOURS INC | 137,674 | $7.3B | 1.79% | |
| 22 | TRGPTARGA RES CORP | 345,355 | $6.9B | 1.70% | |
| 23 | FTITECHNIPFMC PLC | 949,336 | $6.5B | 1.59% | |
| 24 | SLBSCHLUMBERGER LTD | 296,461 | $5.5B | 1.34% | |
| 25 | R6C2ROYAL DUTCH SHELL PLC | 171,841 | $5.2B | 1.28% | |
| 26 | LYBLYONDELLBASELL INDUSTRIES N | 77,272 | $5.1B | 1.24% | |
| 27 | MGYMAGNOLIA OIL & GAS CORP | 816,376 | $4.9B | 1.21% | |
| 28 | CRCCANADIAN NAT RES LTD | 272,700 | $4.8B | 1.16% | |
| 29 | GRA1EURGRACE W R & CO DEL NEW | 93,475 | $4.7B | 1.16% | |
| 30 | NOG1EURNORTHERN OIL & GAS INC NEV | 5,138,744 | $4.3B | 1.06% | |
| 31 | PXDEURPIONEER NAT RES CO | 40,700 | $4.0B | 0.97% | |
| 32 | FLSFLOWSERVE CORP | 126,512 | $3.6B | 0.88% | |
| 33 | CBTCABOT CORP | 79,800 | $3.0B | 0.72% | |
| 34 | 8LP1LAREDO PETROLEUM INC | 183,691 | $2.5B | 0.62% | |
| 35 | DRQEURDRIL QUIP INC | 74,020 | $2.2B | 0.54% | |
| 36 | PPGPPG INDS INC | 12,800 | $1.4B | 0.33% | |
| 37 | KMIKINDER MORGAN INC DEL | 85,700 | $1.3B | 0.32% | |
| 38 | SEISOLARIS OILFIELD INFRSTR INC | 171,607 | $1.3B | 0.31% | |
| 39 | 9KGNEXTIER OILFIELD SOLUTIONS | 398,313 | $976.0M | 0.24% | |
| 40 | BOOMDMC GLOBAL INC | 26,300 | $726.0M | 0.18% | |
| 41 | PWRQUANTA SVCS INC | 17,811 | $699.0M | 0.17% | |
| 42 | OECORION ENGINEERED CARBONS S A | 57,076 | $604.0M | 0.15% | |
| 43 | NESRNATIONAL ENERGY SERVICES REU | 71,182 | $490.0M | 0.12% | |
| 44 | LNGCHENIERE ENERGY INC | 9,900 | $478.0M | 0.12% |