SIR Capital Management, L.P. Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$544.9B
Holdings
48
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PXDEURPIONEER NAT RES CO | 287,800 | $43.8B | 8.04% | |
| 2 | —ENCANA CORP | 5,178,864 | $37.5B | 6.88% | |
| 3 | FANGDIAMONDBACK ENERGY INC | 354,772 | $36.0B | 6.61% | |
| 4 | —WPX ENERGY INC | 2,314,738 | $30.3B | 5.57% | |
| 5 | EQTEQT CORP | 1,229,515 | $25.5B | 4.68% | |
| 6 | MURMURPHY OIL CORP | 786,953 | $23.1B | 4.23% | |
| 7 | TSTENARIS S A | 717,648 | $20.3B | 3.72% | |
| 8 | APDAIR PRODS & CHEMS INC | 104,151 | $19.9B | 3.65% | |
| 9 | BERYEURBERRY GLOBAL GROUP INC | 351,662 | $18.9B | 3.48% | |
| 10 | CTRACABOT OIL & GAS CORP | 707,260 | $18.5B | 3.39% | |
| 11 | HUNHUNTSMAN CORP | 817,389 | $18.4B | 3.37% | |
| 12 | PBFPBF ENERGY INC | 582,487 | $18.1B | 3.33% | |
| 13 | TRPTRANSCANADA CORP | 394,901 | $17.7B | 3.26% | |
| 14 | FTITECHNIPFMC PLC | 732,919 | $17.2B | 3.16% | |
| 15 | ERFGBPENERPLUS RES FD COM | 1,866,277 | $15.6B | 2.87% | |
| 16 | UNVREURUNIVAR INC | 656,914 | $14.6B | 2.67% | |
| 17 | CRCCANADIAN NAT RES LTD | 514,476 | $14.1B | 2.60% | |
| 18 | PSXPHILLIPS 66 | 144,038 | $13.7B | 2.52% | |
| 19 | IMOIMPERIAL OIL LTD | 476,731 | $13.0B | 2.39% | |
| 20 | WMBWILLIAMS COS INC DEL | 419,019 | $12.0B | 2.21% | |
| 21 | APCANADARKO PETE CORP | 263,906 | $12.0B | 2.20% | |
| 22 | CCCHEMOURS CO | 297,500 | $11.1B | 2.03% | |
| 23 | MDUMDU RES GROUP INC | 376,500 | $9.7B | 1.78% | |
| 24 | NOG1EURNORTHERN OIL & GAS INC NEV | 2,655,484 | $7.3B | 1.34% | |
| 25 | GRA1EURGRACE W R & CO DEL NEW | 80,861 | $6.3B | 1.16% | |
| 26 | DKDELEK US HLDGS INC NEW | 164,729 | $6.0B | 1.10% | |
| 27 | VETVERMILION ENERGY INC | 240,400 | $5.9B | 1.09% | |
| 28 | NTRNUTRIEN LTD | 110,692 | $5.8B | 1.07% | |
| 29 | OECORION ENGINEERED CARBONS S A | 302,728 | $5.7B | 1.06% | |
| 30 | EOGEOG RES INC | 58,200 | $5.5B | 1.02% | |
| 31 | CLRUSDCONTINENTAL RESOURCES INC | 118,374 | $5.3B | 0.97% | |
| 32 | EENI S P A | 132,300 | $4.7B | 0.86% | |
| 33 | —ENSCO PLC | 1,071,700 | $4.2B | 0.77% | |
| 34 | GTLSCHART INDS INC | 38,775 | $3.5B | 0.64% | |
| 35 | XECEURCIMAREX ENERGY CO | 49,901 | $3.5B | 0.64% | |
| 36 | DOEURDIAMOND OFFSHORE DRILLING IN | 313,500 | $3.3B | 0.60% | |
| 37 | CASYCASEYS GEN STORES INC | 18,573 | $2.4B | 0.44% | |
| 38 | APY1USDAPERGY CORP | 57,862 | $2.4B | 0.44% | |
| 39 | DOWDOW INC | 40,100 | $2.1B | 0.38% | |
| 40 | —VENATOR MATLS PLC | 353,334 | $2.0B | 0.36% | |
| 41 | SLCAU S SILICA HLDGS INC | 97,371 | $1.7B | 0.31% | |
| 42 | GLNGGOLAR LNG LTD BERMUDA | 75,800 | $1.6B | 0.29% | |
| 43 | —KEANE GROUP INC | 92,900 | $1.0B | 0.19% | |
| 44 | NENOBLE CORP PLC | 345,000 | $990.0M | 0.18% | |
| 45 | RIGTRANSOCEAN LTD | 106,200 | $925.0M | 0.17% | |
| 46 | PWRQUANTA SVCS INC | 23,927 | $903.0M | 0.17% | |
| 47 | UGIUGI CORP NEW | 5,700 | $316.0M | 0.06% | |
| 48 | MTZMASTEC INC | 5,200 | $250.0M | 0.05% |