SIR Capital Management, L.P. Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$912.8B
Holdings
65
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRO*MARATHON OIL CORP | 2,369,744 | $54K | 0.00% | |
| 2 | VLOVALERO ENERGY CORP | 454,926 | $53K | 0.00% | |
| 3 | PBFPBF ENERGY INC | 1,294,182 | $52K | 0.00% | |
| 4 | TRGPTARGA RES CORP | 577,915 | $43K | 0.00% | |
| 5 | ERFGBPENERPLUS CORP | 2,897,400 | $41K | 0.00% | |
| 6 | EXECHESAPEAKE ENERGY CORP | 483,500 | $40K | 0.00% | |
| 7 | EQTEQT CORP | 938,500 | $38K | 0.00% | |
| 8 | FANGDIAMONDBACK ENERGY INC | 279,364 | $36K | 0.00% | |
| 9 | MURMURPHY OIL CORP | 692,300 | $26K | 0.00% | |
| 10 | BTEBAYTEX ENERGY CORP | 7,372,126 | $24K | 0.00% | |
| 11 | ETRNUSDEQUITRANS MIDSTREAM CORP | 2,420,187 | $23K | 0.00% | |
| 12 | NOGNORTHERN OIL & GAS INC | 670,823 | $23K | 0.00% | |
| 13 | TSTENARIS S A | 711,052 | $21K | 0.00% | |
| 14 | SHELSHELL PLC | 348,500 | $21K | 0.00% | |
| 15 | CCCHEMOURS CO | 562,121 | $20K | 0.00% | |
| 16 | HALHALLIBURTON CO | 586,910 | $19K | 0.00% | |
| 17 | APDAIR PRODS & CHEMS INC | 66,614 | $19K | 0.00% | |
| 18 | 0E41ENLINK MIDSTREAM LLC | 1,695,992 | $17K | 0.00% | |
| 19 | BPBP PLC | 506,654 | $17K | 0.00% | |
| 20 | SWN1EURSOUTHWESTERN ENERGY CO | 2,744,377 | $16K | 0.00% | |
| 21 | LNGCHENIERE ENERGY INC | 111,369 | $16K | 0.00% | |
| 22 | LICYUSDLI-CYCLE HOLDINGS CORP | 2,720,685 | $15K | 0.00% | |
| 23 | SMSM ENERGY CO | 491,300 | $15K | 0.00% | |
| 24 | XPROEXPRO GROUP HOLDINGS NV | 736,930 | $13K | 0.00% | |
| 25 | TTENTOTALENERGIES SE | 235,483 | $13K | 0.00% | |
| 26 | SGMLSIGMA LITHIUM CORPORATION | 300,235 | $12K | 0.00% | |
| 27 | ARRYARRAY TECHNOLOGIES INC | 532,469 | $12K | 0.00% | |
| 28 | PRPERMIAN RESOURCES CORP | 1,119,964 | $12K | 0.00% | |
| 29 | DVNDEVON ENERGY CORP NEW | 227,900 | $11K | 0.00% | |
| 30 | EMNEASTMAN CHEM CO | 136,330 | $11K | 0.00% | |
| 31 | SHLSSHOALS TECHNOLOGIES GROUP IN | 415,881 | $10K | 0.00% | |
| 32 | DKDELEK US HLDGS INC NEW | 452,800 | $10K | 0.00% | |
| 33 | EEEXCELERATE ENERGY INC | 470,591 | $9K | 0.00% | |
| 34 | CBTCABOT CORP | 125,770 | $8K | 0.00% | |
| 35 | AESAES CORP | 396,146 | $8K | 0.00% | |
| 36 | NENOBLE CORP PLC | 199,730 | $8K | 0.00% | |
| 37 | NEXTNEXTDECADE CORP | 876,627 | $7K | 0.00% | |
| 38 | EOGEOG RES INC | 58,500 | $6K | 0.00% | |
| 39 | CTVHELIX ENERGY SOLUTIONS GRP I | 901,020 | $6K | 0.00% | |
| 40 | PPGPPG INDS INC | 44,900 | $6K | 0.00% | |
| 41 | APY1EURCHAMPIONX CORPORATION | 195,128 | $6K | 0.00% | |
| 42 | OECORION S.A. | 273,413 | $5K | 0.00% | |
| 43 | AXTAAXALTA COATING SYS LTD | 180,200 | $5K | 0.00% | |
| 44 | CFCF INDS HLDGS INC | 85,800 | $5K | 0.00% | |
| 45 | CLNECLEAN ENERGY FUELS CORP | 837,446 | $4K | 0.00% | |
| 46 | BEBLOOM ENERGY CORP | 272,861 | $4K | 0.00% | |
| 47 | OLNOLIN CORP | 79,000 | $4K | 0.00% | |
| 48 | 9KGNEXTIER OILFIELD SOLUTIONS | 457,610 | $4K | 0.00% | |
| 49 | LINLINDE PLC | 12,776 | $4K | 0.00% | |
| 50 | MTDRMATADOR RES CO | 74,100 | $3K | 0.00% | |
| 51 | UGIUGI CORP NEW | 139,600 | $3K | 0.00% | |
| 52 | GPORGULFPORT ENERGY CORP | 31,597 | $3K | 0.00% | |
| 53 | XIFRNEXTERA ENERGY PARTNERS LP | 49,461 | $2K | 0.00% | |
| 54 | DO1USDDIAMOND OFFSHORE DRILLING IN | 176,368 | $2K | 0.00% | |
| 55 | HPHELMERICH & PAYNE INC | 63,580 | $2K | 0.00% | |
| 56 | WFRDWEATHERFORD INTL PLC | 42,916 | $2K | 0.00% | |
| 57 | FTITECHNIPFMC PLC | 131,325 | $2K | 0.00% | |
| 58 | TTITETRA TECHNOLOGIES INC DEL | 611,159 | $2K | 0.00% | |
| 59 | EVGOEVGO INC | 674,400 | $2K | 0.00% | |
| 60 | —ENETI INC | 155,862 | $1K | 0.00% | |
| 61 | SDRLSEADRILL 2021 LTD | 42,708 | $1K | 0.00% | |
| 62 | GTLSCHART INDS INC | 7,400 | $1K | 0.00% | |
| 63 | GLNGGOLAR LNG LTD | 91,284 | $1K | 0.00% | |
| 64 | TDWTIDEWATER INC NEW | 31,137 | $1K | 0.00% | |
| 65 | NPWR/WSNET POWER INC | 100,000 | $0 | 0.00% |