SIR Capital Management, L.P. Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$977.5B
Holdings
65
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRO*MARATHON OIL CORP | 2,167,744 | $52K | 0.00% | |
| 2 | LNGCHENIERE ENERGY INC | 276,515 | $47K | 0.00% | |
| 3 | PSXPHILLIPS 66 | 349,114 | $46K | 0.00% | |
| 4 | EQTEQT CORP | 1,104,100 | $42K | 0.00% | |
| 5 | EOGEOG RES INC | 347,011 | $41K | 0.00% | |
| 6 | TRGPTARGA RES CORP | 478,070 | $41K | 0.00% | |
| 7 | SHLSSHOALS TECHNOLOGIES GROUP IN | 2,236,781 | $34K | 0.00% | |
| 8 | ARRYARRAY TECHNOLOGIES INC | 2,067,645 | $34K | 0.00% | |
| 9 | APDAIR PRODS & CHEMS INC | 113,749 | $31K | 0.00% | |
| 10 | DKDELEK US HLDGS INC NEW | 1,088,838 | $28K | 0.00% | |
| 11 | PTENPATTERSON-UTI ENERGY INC | 2,419,683 | $26K | 0.00% | |
| 12 | KMIKINDER MORGAN INC DEL | 1,480,401 | $26K | 0.00% | |
| 13 | NOGNORTHERN OIL & GAS INC | 691,323 | $25K | 0.00% | |
| 14 | SMSM ENERGY CO | 667,600 | $25K | 0.00% | |
| 15 | PRPERMIAN RESOURCES CORP | 1,794,970 | $24K | 0.00% | |
| 16 | BKRBAKER HUGHES COMPANY | 671,400 | $22K | 0.00% | |
| 17 | UGIUGI CORP NEW | 859,588 | $21K | 0.00% | |
| 18 | DINOHF SINCLAIR CORP | 395,500 | $21K | 0.00% | |
| 19 | ERFGBPENERPLUS CORP | 1,433,000 | $21K | 0.00% | |
| 20 | GPORGULFPORT ENERGY CORP | 157,937 | $21K | 0.00% | |
| 21 | 0E41ENLINK MIDSTREAM LLC | 1,725,738 | $20K | 0.00% | |
| 22 | MURMURPHY OIL CORP | 422,400 | $18K | 0.00% | |
| 23 | FANGDIAMONDBACK ENERGY INC | 115,796 | $17K | 0.00% | |
| 24 | BTEBAYTEX ENERGY CORP | 4,559,026 | $15K | 0.00% | |
| 25 | NOVNOV INC | 695,974 | $14K | 0.00% | |
| 26 | PPLPEMBINA PIPELINE CORP | 411,600 | $14K | 0.00% | |
| 27 | AESAES CORP | 593,373 | $11K | 0.00% | |
| 28 | SGMLSIGMA LITHIUM CORPORATION | 375,129 | $11K | 0.00% | |
| 29 | DO1USDDIAMOND OFFSHORE DRILLING IN | 888,863 | $11K | 0.00% | |
| 30 | AMANTERO MIDSTREAM CORP | 913,811 | $11K | 0.00% | |
| 31 | CCCHEMOURS CO | 377,198 | $11K | 0.00% | |
| 32 | PDSPRECISION DRILLING CORP | 211,578 | $11K | 0.00% | |
| 33 | CLNECLEAN ENERGY FUELS CORP | 2,642,994 | $10K | 0.00% | |
| 34 | —CRESCENT PT ENERGY CORP | 1,373,200 | $9K | 0.00% | |
| 35 | GTLSCHART INDS INC | 69,275 | $9K | 0.00% | |
| 36 | SWN1EURSOUTHWESTERN ENERGY CO | 1,499,866 | $9K | 0.00% | |
| 37 | NXTNEXTRACKER INC | 193,674 | $9K | 0.00% | |
| 38 | EEEXCELERATE ENERGY INC | 644,011 | $9K | 0.00% | |
| 39 | EXECHESAPEAKE ENERGY CORP | 111,300 | $8K | 0.00% | |
| 40 | PLUNPLUG POWER INC | 1,726,478 | $7K | 0.00% | |
| 41 | TTITETRA TECHNOLOGIES INC DEL | 1,746,519 | $7K | 0.00% | |
| 42 | VALVALARIS LTD | 112,245 | $7K | 0.00% | |
| 43 | SDRLSEADRILL 2021 LTD | 130,990 | $6K | 0.00% | |
| 44 | CTVHELIX ENERGY SOLUTIONS GRP I | 554,860 | $5K | 0.00% | |
| 45 | BEBLOOM ENERGY CORP | 369,300 | $5K | 0.00% | |
| 46 | TSTENARIS S A | 149,332 | $5K | 0.00% | |
| 47 | CRGYCRESCENT ENERGY COMPANY | 415,900 | $5K | 0.00% | |
| 48 | NEXTNEXTDECADE CORP | 955,751 | $4K | 0.00% | |
| 49 | HALHALLIBURTON CO | 117,295 | $4K | 0.00% | |
| 50 | HESMHESS MIDSTREAM LP | 100,000 | $3K | 0.00% | |
| 51 | FLNCFLUENCE ENERGY INC | 156,500 | $3K | 0.00% | |
| 52 | XPROEXPRO GROUP HOLDINGS NV | 240,846 | $3K | 0.00% | |
| 53 | SHELSHELL PLC | 50,900 | $3K | 0.00% | |
| 54 | CBTCABOT CORP | 42,270 | $3K | 0.00% | |
| 55 | BPBP PLC | 88,500 | $3K | 0.00% | |
| 56 | NENOBLE CORP PLC | 77,125 | $3K | 0.00% | |
| 57 | BGBUNGE GLOBAL SA | 28,800 | $2K | 0.00% | |
| 58 | TTENTOTALENERGIES SE | 43,000 | $2K | 0.00% | |
| 59 | ADMARCHER DANIELS MIDLAND CO | 35,900 | $2K | 0.00% | |
| 60 | PUMPPROPETRO HLDG CORP | 340,304 | $2K | 0.00% | |
| 61 | ARISUSDARIS WATER SOLUTIONS INC | 349,654 | $2K | 0.00% | |
| 62 | RUNSUNRUN INC | 100,365 | $1K | 0.00% | |
| 63 | OPALOPAL FUELS INC | 207,708 | $1K | 0.00% | |
| 64 | RSTEM INC | 22,888 | $0 | 0.00% | |
| 65 | MNTKMONTAUK RENEWABLES INC | 88,528 | $0 | 0.00% |