SIR Capital Management, L.P. Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$406.9B
Holdings
42
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLRUSDCONTINENTAL RESOURCES INC | 995,159 | $30.6B | 7.53% | |
| 2 | FANGDIAMONDBACK ENERGY INC | 322,644 | $29.0B | 7.13% | |
| 3 | —PARSLEY ENERGY INC | 1,686,433 | $28.3B | 6.96% | |
| 4 | EQTEQT CORP | 2,479,492 | $26.4B | 6.48% | |
| 5 | CVXCHEVRON CORP NEW | 184,600 | $21.9B | 5.38% | |
| 6 | —WPX ENERGY INC | 1,906,805 | $20.2B | 4.96% | |
| 7 | GTLSCHART INDS INC | 307,877 | $19.2B | 4.72% | |
| 8 | FTITECHNIPFMC PLC | 734,963 | $17.7B | 4.36% | |
| 9 | TRPTC ENERGY CORP | 339,523 | $17.6B | 4.32% | |
| 10 | PXDEURPIONEER NAT RES CO | 130,637 | $16.4B | 4.04% | |
| 11 | PWRQUANTA SVCS INC | 345,752 | $13.1B | 3.21% | |
| 12 | KMIKINDER MORGAN INC DEL | 631,600 | $13.0B | 3.20% | |
| 13 | DDDUPONT DE NEMOURS INC | 169,648 | $12.1B | 2.97% | |
| 14 | TRGPTARGA RES CORP | 263,385 | $10.6B | 2.60% | |
| 15 | XECEURCIMAREX ENERGY CO | 204,295 | $9.8B | 2.41% | |
| 16 | NOG1EURNORTHERN OIL & GAS INC NEV | 4,265,176 | $8.4B | 2.05% | |
| 17 | VLOVALERO ENERGY CORP NEW | 95,900 | $8.2B | 2.01% | |
| 18 | MPCMARATHON PETE CORP | 133,600 | $8.1B | 1.99% | |
| 19 | HUNHUNTSMAN CORP | 337,834 | $7.9B | 1.93% | |
| 20 | ERFGBPENERPLUS CORP | 951,171 | $7.1B | 1.74% | |
| 21 | SMSM ENERGY CO | 713,450 | $6.9B | 1.70% | |
| 22 | MDUMDU RES GROUP INC | 238,086 | $6.7B | 1.65% | |
| 23 | MRO*MARATHON OIL CORP | 502,100 | $6.2B | 1.51% | |
| 24 | NOVEURNATIONAL OILWELL VARCO INC | 283,546 | $6.0B | 1.48% | |
| 25 | PBFPBF ENERGY INC | 219,755 | $6.0B | 1.47% | |
| 26 | HFCUSDHOLLYFRONTIER CORP | 105,221 | $5.6B | 1.39% | |
| 27 | BKRBAKER HUGHES A GE CO | 232,122 | $5.4B | 1.32% | |
| 28 | OIIOCEANEERING INTL INC | 372,139 | $5.0B | 1.24% | |
| 29 | PVACUSDPENN VA CORP NEW | 158,713 | $4.6B | 1.13% | |
| 30 | LINLINDE PLC | 20,286 | $3.9B | 0.97% | |
| 31 | RRCRANGE RES CORP | 1,020,500 | $3.9B | 0.96% | |
| 32 | APY1USDAPERGY CORP | 116,655 | $3.2B | 0.78% | |
| 33 | VNOMVIPER ENERGY PARTNERS LP | 113,112 | $3.1B | 0.77% | |
| 34 | CLBCORE LABORATORIES N V | 62,904 | $2.9B | 0.72% | |
| 35 | —JAGGED PEAK ENERGY INC | 395,070 | $2.9B | 0.70% | |
| 36 | HPHELMERICH & PAYNE INC | 65,001 | $2.6B | 0.64% | |
| 37 | RPMRPM INTL INC | 32,285 | $2.2B | 0.55% | |
| 38 | LYBLYONDELLBASELL INDUSTRIES N | 12,200 | $1.1B | 0.27% | |
| 39 | NESRNATIONAL ENERGY SERVICES REU | 145,700 | $973.0M | 0.24% | |
| 40 | LNGCHENIERE ENERGY INC | 13,300 | $839.0M | 0.21% | |
| 41 | WHDCACTUS INC | 24,703 | $715.0M | 0.18% | |
| 42 | TELLEURTELLURIAN INC NEW | 57,800 | $481.0M | 0.12% |