SIR Capital Management, L.P. Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$993.2B
Holdings
68
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KMIKINDER MORGAN INC DEL | 2,768,414 | $50K | 0.00% | |
| 2 | MRO*MARATHON OIL CORP | 1,762,171 | $49K | 0.00% | |
| 3 | ERFGBPENERPLUS CORP | 2,380,100 | $46K | 0.00% | |
| 4 | BKRBAKER HUGHES COMPANY | 1,083,990 | $36K | 0.00% | |
| 5 | CVECENOVUS ENERGY INC | 1,738,900 | $34K | 0.00% | |
| 6 | CTRACOTERRA ENERGY INC | 1,236,100 | $34K | 0.00% | |
| 7 | MPCMARATHON PETE CORP | 141,661 | $28K | 0.00% | |
| 8 | TRGPTARGA RES CORP | 255,059 | $28K | 0.00% | |
| 9 | PRPERMIAN RESOURCES CORP | 1,496,870 | $26K | 0.00% | |
| 10 | ARRYARRAY TECHNOLOGIES INC | 1,802,431 | $26K | 0.00% | |
| 11 | ARANTERO RESOURCES CORP | 905,375 | $26K | 0.00% | |
| 12 | LYBLYONDELLBASELL INDUSTRIES N | 249,356 | $25K | 0.00% | |
| 13 | 0E41ENLINK MIDSTREAM LLC | 1,892,666 | $25K | 0.00% | |
| 14 | OKEONEOK INC NEW | 305,408 | $24K | 0.00% | |
| 15 | SHLSSHOALS TECHNOLOGIES GROUP IN | 2,162,045 | $24K | 0.00% | |
| 16 | VNOMUSDVIPER ENERGY INC | 613,900 | $23K | 0.00% | |
| 17 | CIVICIVITAS RESOURCES INC | 296,000 | $22K | 0.00% | |
| 18 | RUNSUNRUN INC | 1,555,876 | $20K | 0.00% | |
| 19 | PTENPATTERSON-UTI ENERGY INC | 1,723,411 | $20K | 0.00% | |
| 20 | PPLPEMBINA PIPELINE CORP | 570,900 | $20K | 0.00% | |
| 21 | DKDELEK US HLDGS INC NEW | 638,399 | $19K | 0.00% | |
| 22 | FLNCFLUENCE ENERGY INC | 1,042,271 | $18K | 0.00% | |
| 23 | GPORGULFPORT ENERGY CORP | 117,049 | $18K | 0.00% | |
| 24 | NOGNORTHERN OIL & GAS INC | 439,984 | $17K | 0.00% | |
| 25 | BTEBAYTEX ENERGY CORP | 4,819,326 | $17K | 0.00% | |
| 26 | AESAES CORP | 872,722 | $15K | 0.00% | |
| 27 | FSLRFIRST SOLAR INC | 92,685 | $15K | 0.00% | |
| 28 | DO1USDDIAMOND OFFSHORE DRILLING IN | 1,029,617 | $14K | 0.00% | |
| 29 | SLCAU S SILICA HLDGS INC | 1,092,427 | $13K | 0.00% | |
| 30 | PBFPBF ENERGY INC | 242,651 | $13K | 0.00% | |
| 31 | MTDRMATADOR RES CO | 191,900 | $12K | 0.00% | |
| 32 | SGMLSIGMA LITHIUM CORPORATION | 998,763 | $12K | 0.00% | |
| 33 | —CRESCENT PT ENERGY CORP | 1,561,400 | $12K | 0.00% | |
| 34 | NINISOURCE INC | 404,500 | $11K | 0.00% | |
| 35 | CCCHEMOURS CO | 393,381 | $10K | 0.00% | |
| 36 | HALHALLIBURTON CO | 273,200 | $10K | 0.00% | |
| 37 | EEEXCELERATE ENERGY INC | 655,642 | $10K | 0.00% | |
| 38 | NOVNOV INC | 503,600 | $9K | 0.00% | |
| 39 | GTLSCHART INDS INC | 55,716 | $9K | 0.00% | |
| 40 | SMSM ENERGY CO | 187,100 | $9K | 0.00% | |
| 41 | CTVHELIX ENERGY SOLUTIONS GRP I | 898,580 | $9K | 0.00% | |
| 42 | MTZMASTEC INC | 107,088 | $9K | 0.00% | |
| 43 | ACDCPROFRAC HLDG CORP | 1,175,596 | $9K | 0.00% | |
| 44 | NEXTNEXTDECADE CORP | 1,662,309 | $9K | 0.00% | |
| 45 | TXNMPNM RES INC | 211,700 | $7K | 0.00% | |
| 46 | PDSPRECISION DRILLING CORP | 108,478 | $7K | 0.00% | |
| 47 | SBOWEURSILVERBOW RES INC | 192,700 | $6K | 0.00% | |
| 48 | NENOBLE CORP PLC | 140,600 | $6K | 0.00% | |
| 49 | CLNECLEAN ENERGY FUELS CORP | 2,517,929 | $6K | 0.00% | |
| 50 | TTITETRA TECHNOLOGIES INC DEL | 1,146,046 | $5K | 0.00% | |
| 51 | SHELSHELL PLC | 86,400 | $5K | 0.00% | |
| 52 | BPBP PLC | 122,600 | $4K | 0.00% | |
| 53 | MURMURPHY OIL CORP | 89,400 | $4K | 0.00% | |
| 54 | TTENTOTALENERGIES SE | 53,600 | $3K | 0.00% | |
| 55 | XELXCEL ENERGY INC | 71,500 | $3K | 0.00% | |
| 56 | HESMHESS MIDSTREAM LP | 100,000 | $3K | 0.00% | |
| 57 | XPROEXPRO GROUP HOLDINGS NV | 142,773 | $2K | 0.00% | |
| 58 | APDAIR PRODS & CHEMS INC | 11,249 | $2K | 0.00% | |
| 59 | HPHELMERICH & PAYNE INC | 62,300 | $2K | 0.00% | |
| 60 | CBTCABOT CORP | 17,763 | $1K | 0.00% | |
| 61 | EVGOEVGO INC | 541,800 | $1K | 0.00% | |
| 62 | OPALOPAL FUELS INC | 220,109 | $1K | 0.00% | |
| 63 | LNGCHENIERE ENERGY INC | 8,800 | $1K | 0.00% | |
| 64 | SDRLSEADRILL 2021 LTD | 13,733 | $0 | 0.00% | |
| 65 | EQTEQT CORP | 20,200 | $0 | 0.00% | |
| 66 | BEBLOOM ENERGY CORP | 48,400 | $0 | 0.00% | |
| 67 | RSTEM INC | 369,700 | $0 | 0.00% | |
| 68 | MNTKMONTAUK RENEWABLES INC | 170,528 | $0 | 0.00% |