SIR Capital Management, L.P. Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$938.4B
Holdings
62
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRO*MARATHON OIL CORP | 2,805,294 | $67K | 0.00% | |
| 2 | PBFPBF ENERGY INC | 1,408,277 | $61K | 0.00% | |
| 3 | TRGPTARGA RES CORP | 719,240 | $52K | 0.00% | |
| 4 | ERFGBPENERPLUS CORP | 3,517,200 | $50K | 0.00% | |
| 5 | VLOVALERO ENERGY CORP | 328,427 | $45K | 0.00% | |
| 6 | EXECHESAPEAKE ENERGY CORP | 586,309 | $44K | 0.00% | |
| 7 | FANGDIAMONDBACK ENERGY INC | 309,316 | $41K | 0.00% | |
| 8 | PXDEURPIONEER NAT RES CO | 193,000 | $39K | 0.00% | |
| 9 | HALHALLIBURTON CO | 931,048 | $29K | 0.00% | |
| 10 | SHELSHELL PLC | 386,500 | $22K | 0.00% | |
| 11 | PRPERMIAN RESOURCES CORP | 1,995,036 | $20K | 0.00% | |
| 12 | MGYMAGNOLIA OIL & GAS CORP | 927,900 | $20K | 0.00% | |
| 13 | BPBP PLC | 515,717 | $19K | 0.00% | |
| 14 | DKDELEK US HLDGS INC NEW | 820,901 | $18K | 0.00% | |
| 15 | MURMURPHY OIL CORP | 505,300 | $18K | 0.00% | |
| 16 | SGMLSIGMA LITHIUM CORPORATION | 485,846 | $18K | 0.00% | |
| 17 | 0E41ENLINK MIDSTREAM LLC | 1,567,203 | $16K | 0.00% | |
| 18 | LICYUSDLI-CYCLE HOLDINGS CORP | 2,720,685 | $15K | 0.00% | |
| 19 | DARDARLING INGREDIENTS INC | 241,719 | $14K | 0.00% | |
| 20 | TTENTOTALENERGIES SE | 240,693 | $14K | 0.00% | |
| 21 | EEEXCELERATE ENERGY INC | 671,789 | $14K | 0.00% | |
| 22 | ALBALBEMARLE CORP | 64,900 | $14K | 0.00% | |
| 23 | SWN1EURSOUTHWESTERN ENERGY CO | 2,892,500 | $14K | 0.00% | |
| 24 | NENOBLE CORP PLC | 341,503 | $13K | 0.00% | |
| 25 | —BUNGE LIMITED | 144,574 | $13K | 0.00% | |
| 26 | BTEBAYTEX ENERGY CORP | 3,537,400 | $13K | 0.00% | |
| 27 | APY1EURCHAMPIONX CORPORATION | 481,258 | $13K | 0.00% | |
| 28 | CCCHEMOURS CO | 429,592 | $12K | 0.00% | |
| 29 | SHLSSHOALS TECHNOLOGIES GROUP IN | 536,669 | $12K | 0.00% | |
| 30 | LINLINDE PLC | 36,095 | $12K | 0.00% | |
| 31 | CBTCABOT CORP | 157,530 | $12K | 0.00% | |
| 32 | ASHASHLAND INC | 116,596 | $11K | 0.00% | |
| 33 | ARRYARRAY TECHNOLOGIES INC | 513,056 | $11K | 0.00% | |
| 34 | NOGNORTHERN OIL AND GAS INC MN | 369,975 | $11K | 0.00% | |
| 35 | CECELANESE CORP DEL | 99,000 | $10K | 0.00% | |
| 36 | 9KGNEXTIER OILFIELD SOLUTIONS | 1,382,917 | $10K | 0.00% | |
| 37 | PDCEUSDPDC ENERGY INC | 167,300 | $10K | 0.00% | |
| 38 | PVACUSDRANGER OIL CORPORATION | 207,100 | $8K | 0.00% | |
| 39 | EMNEASTMAN CHEM CO | 106,378 | $8K | 0.00% | |
| 40 | GPORGULFPORT ENERGY CORP | 95,100 | $7K | 0.00% | |
| 41 | AXTAAXALTA COATING SYS LTD | 222,400 | $6K | 0.00% | |
| 42 | OECORION ENGINEERED CARBONS S A | 252,286 | $6K | 0.00% | |
| 43 | DO1USDDIAMOND OFFSHORE DRILLING IN | 490,524 | $5K | 0.00% | |
| 44 | NEXTNEXTDECADE CORP | 1,181,167 | $5K | 0.00% | |
| 45 | XPROEXPRO GROUP HOLDINGS NV | 294,209 | $5K | 0.00% | |
| 46 | ACDCPROFRAC HLDG CORP | 418,447 | $5K | 0.00% | |
| 47 | LBRTLIBERTY ENERGY INC | 328,183 | $4K | 0.00% | |
| 48 | TDWTIDEWATER INC NEW | 58,200 | $2K | 0.00% | |
| 49 | FTITECHNIPFMC PLC | 197,172 | $2K | 0.00% | |
| 50 | WFRDWEATHERFORD INTL PLC | 49,148 | $2K | 0.00% | |
| 51 | BEBLOOM ENERGY CORP | 121,661 | $2K | 0.00% | |
| 52 | CTVHELIX ENERGY SOLUTIONS GRP I | 380,677 | $2K | 0.00% | |
| 53 | CIVICIVITAS RESOURCES INC | 42,800 | $2K | 0.00% | |
| 54 | PPGPPG INDS INC | 18,300 | $2K | 0.00% | |
| 55 | —ENETI INC | 174,866 | $1K | 0.00% | |
| 56 | NOVNOV INC | 68,000 | $1K | 0.00% | |
| 57 | AESAES CORP | 60,326 | $1K | 0.00% | |
| 58 | GTLSCHART INDS INC | 8,900 | $1K | 0.00% | |
| 59 | TTITETRA TECHNOLOGIES INC DEL | 682,255 | $1K | 0.00% | |
| 60 | —POWER & DIGITAL INFRASTRUCTU | 175,000 | $0 | 0.00% | |
| 61 | KRSPRICE ACQUISITION CORP II | 100,000 | $0 | 0.00% | |
| 62 | SDRLSEADRILL 2021 LTD | 18,280 | $0 | 0.00% |