SIR Capital Management, L.P. Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$452.6B
Holdings
44
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —DOWDUPONT INC | 419,628 | $29.9B | 6.60% | |
| 2 | —RSP PERMIAN INC | 547,983 | $22.3B | 4.93% | |
| 3 | CLRUSDCONTINENTAL RESOURCES INC | 410,068 | $21.7B | 4.80% | |
| 4 | PPLPEMBINA PIPELINE CORP | 596,005 | $21.6B | 4.77% | |
| 5 | FANGDIAMONDBACK ENERGY INC | 151,878 | $19.2B | 4.24% | |
| 6 | XECEURCIMAREX ENERGY CO | 156,226 | $19.1B | 4.21% | |
| 7 | FMCF M C CORP | 196,216 | $18.6B | 4.10% | |
| 8 | CECELANESE CORP DEL | 146,582 | $15.7B | 3.47% | |
| 9 | CCCHEMOURS CO | 308,130 | $15.4B | 3.41% | |
| 10 | DVNDEVON ENERGY CORP NEW | 348,483 | $14.4B | 3.19% | |
| 11 | —ENERGEN CORP | 248,550 | $14.3B | 3.16% | |
| 12 | SUSUNCOR ENERGY INC NEW | 377,983 | $13.9B | 3.07% | |
| 13 | —WPX ENERGY INC | 978,831 | $13.8B | 3.04% | |
| 14 | HALHALLIBURTON CO | 262,194 | $12.8B | 2.83% | |
| 15 | APDAIR PRODS & CHEMS INC | 77,396 | $12.7B | 2.81% | |
| 16 | ENBENBRIDGE INC | 320,457 | $12.5B | 2.77% | |
| 17 | PTENPATTERSON UTI ENERGY INC | 529,944 | $12.2B | 2.69% | |
| 18 | NBL2EURNOBLE ENERGY INC | 412,500 | $12.0B | 2.66% | |
| 19 | FETUSDFORUM ENERGY TECHNOLOGIES IN | 707,532 | $11.0B | 2.43% | |
| 20 | —KEANE GROUP INC | 563,095 | $10.7B | 2.36% | |
| 21 | PAGPPLAINS GP HLDGS L P | 457,994 | $10.1B | 2.22% | |
| 22 | PXGBXPRAXAIR INC | 59,600 | $9.2B | 2.04% | |
| 23 | CDEVEURCENTENNIAL RESOURCE DEV INC | 450,100 | $8.9B | 1.97% | |
| 24 | —WHITING PETE CORP NEW | 332,355 | $8.8B | 1.94% | |
| 25 | —C&J ENERGY SVCS INC NEW | 255,881 | $8.6B | 1.89% | |
| 26 | —VENATOR MATLS PLC | 367,800 | $8.1B | 1.80% | |
| 27 | COPCONOCOPHILLIPS | 141,497 | $7.8B | 1.72% | |
| 28 | HUNHUNTSMAN CORP | 218,922 | $7.3B | 1.61% | |
| 29 | OKEONEOK INC NEW | 130,500 | $7.0B | 1.54% | |
| 30 | LPI1EURLAREDO PETROLEUM INC | 621,000 | $6.6B | 1.46% | |
| 31 | —GARDNER DENVER HLDGS INC | 184,403 | $6.3B | 1.38% | |
| 32 | —JAGGED PEAK ENERGY INC | 359,805 | $5.7B | 1.25% | |
| 33 | ERFGBPENERPLUS CORP | 552,034 | $5.4B | 1.19% | |
| 34 | ASHASHLAND GLOBAL HLDGS INC | 70,700 | $5.0B | 1.11% | |
| 35 | TSTENARIS S A | 136,522 | $4.3B | 0.96% | |
| 36 | OLNOLIN CORP | 118,100 | $4.2B | 0.93% | |
| 37 | FTITECHNIPFMC PLC | 108,055 | $3.4B | 0.75% | |
| 38 | 37MMRC GLOBAL INC | 174,720 | $3.0B | 0.65% | |
| 39 | —ULTRA PETROLEUM CORP | 243,561 | $2.2B | 0.49% | |
| 40 | GPOR1EURGULFPORT ENERGY CORP | 170,956 | $2.2B | 0.48% | |
| 41 | EQTEQT CORP | 26,500 | $1.5B | 0.33% | |
| 42 | WTTRSELECT ENERGY SVCS INC | 75,475 | $1.4B | 0.30% | |
| 43 | RESRPC INC | 44,400 | $1.1B | 0.25% | |
| 44 | CTRACABOT OIL & GAS CORP | 30,200 | $864.0M | 0.19% |