SIR Capital Management, L.P. Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$774.8B
Holdings
51
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ANDEAVOR | 500,879 | $51.7B | 6.67% | |
| 2 | CLRUSDCONTINENTAL RESOURCES INC | 1,208,354 | $46.7B | 6.02% | |
| 3 | DVNDEVON ENERGY CORP NEW | 1,197,475 | $44.0B | 5.67% | |
| 4 | —DOWDUPONT INC | 554,791 | $38.4B | 4.96% | |
| 5 | —WPX ENERGY INC | 2,695,269 | $31.0B | 4.00% | |
| 6 | —PARSLEY ENERGY INC | 1,132,640 | $29.8B | 3.85% | |
| 7 | CPE3EURCALLON PETE CO DEL | 2,640,881 | $29.7B | 3.83% | |
| 8 | PAGPPLAINS GP HLDGS L P | 1,226,300 | $26.8B | 3.46% | |
| 9 | PTENPATTERSON UTI ENERGY INC | 1,268,348 | $26.6B | 3.43% | |
| 10 | FMCF M C CORP | 281,849 | $25.2B | 3.25% | |
| 11 | OKEONEOK INC NEW | 451,890 | $25.0B | 3.23% | |
| 12 | HALHALLIBURTON CO | 525,761 | $24.2B | 3.12% | |
| 13 | —RSP PERMIAN INC | 664,800 | $23.0B | 2.97% | |
| 14 | SHWSHERWIN WILLIAMS CO | 57,533 | $20.6B | 2.66% | |
| 15 | PPLPEMBINA PIPELINE CORP | 545,342 | $19.1B | 2.47% | |
| 16 | CECELANESE CORP DEL | 179,829 | $18.8B | 2.42% | |
| 17 | XECEURCIMAREX ENERGY CO | 164,469 | $18.7B | 2.41% | |
| 18 | VLOVALERO ENERGY CORP NEW | 230,412 | $17.7B | 2.29% | |
| 19 | CCCHEMOURS CO | 331,030 | $16.8B | 2.16% | |
| 20 | COPCONOCOPHILLIPS | 319,315 | $16.0B | 2.06% | |
| 21 | APDAIR PRODS & CHEMS INC | 105,556 | $16.0B | 2.06% | |
| 22 | —SRC ENERGY INC | 1,609,075 | $15.6B | 2.01% | |
| 23 | CRCCANADIAN NAT RES LTD | 451,147 | $15.1B | 1.95% | |
| 24 | ERFGBPENERPLUS CORP | 1,488,934 | $14.7B | 1.90% | |
| 25 | —KEANE GROUP INC | 794,141 | $13.2B | 1.71% | |
| 26 | —TRONOX LTD | 551,317 | $11.6B | 1.50% | |
| 27 | —ENCANA CORP | 959,438 | $11.3B | 1.46% | |
| 28 | EMNEASTMAN CHEM CO | 121,703 | $11.0B | 1.42% | |
| 29 | QEPQEP RES INC | 1,257,000 | $10.8B | 1.39% | |
| 30 | —EXTRACTION OIL AND GAS INC | 669,796 | $10.3B | 1.33% | |
| 31 | SLCAU S SILICA HLDGS INC | 312,919 | $9.7B | 1.25% | |
| 32 | CTRACABOT OIL & GAS CORP | 358,292 | $9.6B | 1.24% | |
| 33 | FTITECHNIPFMC PLC | 339,200 | $9.5B | 1.22% | |
| 34 | —TRINSEO S A | 140,471 | $9.4B | 1.22% | |
| 35 | 37MMRC GLOBAL INC | 452,443 | $7.9B | 1.02% | |
| 36 | PUMPPROPETRO HLDG CORP | 526,828 | $7.6B | 0.98% | |
| 37 | —JAGGED PEAK ENERGY INC | 525,705 | $7.2B | 0.93% | |
| 38 | TSTENARIS S A | 208,242 | $5.9B | 0.76% | |
| 39 | —HALCON RES CORP | 632,776 | $4.3B | 0.56% | |
| 40 | RESRPC INC | 139,500 | $3.5B | 0.45% | |
| 41 | OLNOLIN CORP | 93,923 | $3.2B | 0.42% | |
| 42 | PBFPBF ENERGY INC | 110,900 | $3.1B | 0.40% | |
| 43 | —RESOLUTE ENERGY CORP | 100,625 | $3.0B | 0.39% | |
| 44 | —BASIC ENERGY SVCS INC NEW | 137,000 | $2.6B | 0.34% | |
| 45 | NBL2EURNOBLE ENERGY INC | 76,854 | $2.2B | 0.28% | |
| 46 | FETUSDFORUM ENERGY TECHNOLOGIES IN | 131,100 | $2.1B | 0.27% | |
| 47 | WTTRSELECT ENERGY SVCS INC | 98,673 | $1.6B | 0.20% | |
| 48 | TRPTRANSCANADA CORP | 27,138 | $1.3B | 0.17% | |
| 49 | ESTEEUREARTHSTONE ENERGY INC | 74,887 | $823.0M | 0.11% | |
| 50 | —C&J ENERGY SVCS INC NEW | 26,547 | $796.0M | 0.10% | |
| 51 | TUSKMAMMOTH ENERGY SVCS INC | 21,699 | $366.0M | 0.05% |