SIR Capital Management

SIR Capital Management as of March 31, 2012

Portfolio Holdings for SIR Capital Management

SIR Capital Management holds 63 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Suncor Energy (SU) 8.3 $55M 1.7M 32.70
Noble Corporation Com Stk 5.7 $38M 1.0M 37.47
Canadian Natural Resources (CNQ) 5.2 $35M 1.1M 33.18
Hess (HES) 4.6 $30M 516k 58.95
SM Energy (SM) 4.5 $30M 428k 70.77
Anadarko Petroleum Corporation 4.5 $30M 381k 78.34
Ens 4.2 $28M 524k 52.93
EOG Resources (EOG) 4.2 $28M 249k 111.10
Devon Energy Corporation (DVN) 4.1 $28M 387k 71.12
Occidental Petroleum Corporation (OXY) 4.1 $27M 284k 95.23
Chevron Corporation (CVX) 3.7 $25M 229k 107.21
National-Oilwell Var 3.6 $24M 304k 79.47
Cobalt Intl Energy 3.0 $20M 653k 30.03
Marathon Oil Corporation (MRO) 2.9 $19M 607k 31.70
Oil States International (OIS) 2.6 $18M 225k 78.06
Helmerich & Payne (HP) 2.4 $16M 300k 53.95
Chicago Bridge & Iron Company 2.1 $14M 328k 43.19
Swift Energy Company 1.9 $13M 444k 29.03
Oceaneering International (OII) 1.9 $13M 232k 53.89
Key Energy Services 1.7 $12M 749k 15.45
Energen Corporation 1.7 $12M 235k 49.15
Cameron International Corporation 1.5 $9.7M 184k 52.83
CONSOL Energy 1.2 $8.3M 242k 34.10
Hollyfrontier Corp 1.2 $7.8M 242k 32.15
PPG Industries (PPG) 1.1 $7.4M 77k 95.81
Petroleum Development Corporation 1.1 $7.3M 197k 37.09
Stone Energy Corporation 1.1 $7.1M 248k 28.59
Range Resources (RRC) 1.0 $6.8M 118k 58.14
Wpx Energy 1.0 $6.7M 374k 18.01
Comstock Resources 1.0 $6.6M 417k 15.83
Whiting Petroleum Corporation 0.9 $5.9M 109k 54.30
Walter Energy 0.9 $5.7M 97k 59.21
Williams Companies (WMB) 0.7 $4.6M 151k 30.81
Celanese Corporation (CE) 0.7 $4.5M 98k 46.18
Fluor Corporation (FLR) 0.7 $4.4M 73k 60.04
Pacific Drilling Sa 0.7 $4.4M 434k 10.12
Dril-Quip (DRQ) 0.6 $4.2M 65k 65.02
Marathon Petroleum Corp (MPC) 0.6 $4.1M 95k 43.36
NiSource (NI) 0.6 $4.1M 168k 24.35
E.I. du Pont de Nemours & Company 0.6 $3.9M 73k 52.90
Superior Energy Services 0.6 $3.8M 143k 26.36
Cytec Industries 0.5 $3.3M 55k 60.78
Kodiak Oil & Gas 0.5 $3.2M 319k 9.96
EQT Corporation (EQT) 0.5 $3.1M 64k 48.20
KBR (KBR) 0.4 $2.9M 81k 35.55
Quanta Services (PWR) 0.4 $2.5M 119k 20.90
Eastman Chemical Company (EMN) 0.4 $2.5M 48k 51.68
Transocean (RIG) 0.3 $2.0M 36k 54.71
Air Products & Chemicals (APD) 0.3 $2.0M 22k 91.78
Industries N shs - a - (LYB) 0.3 $2.0M 46k 43.66
Goodrich Petroleum Corporation 0.3 $1.8M 96k 19.02
Atwood Oceanics 0.3 $1.8M 41k 44.89
MasTec (MTZ) 0.2 $1.6M 87k 18.09
Diamond Offshore Drilling 0.2 $1.5M 23k 66.77
CSX Corporation (CSX) 0.2 $1.4M 67k 21.52
Gulfport Energy Corporation 0.2 $1.3M 46k 29.13
Peabody Energy Corporation 0.1 $501k 17k 28.96
Bonanza Creek Energy 0.1 $538k 25k 21.87
W&T Offshore (WTI) 0.1 $323k 15k 21.11
CGG Veritas 0.1 $342k 12k 29.74
Hercules Offshore 0.0 $252k 53k 4.73
GulfMark Offshore 0.0 $248k 5.4k 45.93
Lone Pine Res 0.0 $268k 41k 6.50