SIR Capital Management

SIR Capital Management as of March 31, 2013

Portfolio Holdings for SIR Capital Management

SIR Capital Management holds 66 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Suncor Energy (SU) 7.6 $51M 1.7M 30.01
Royal Dutch Shell 6.2 $42M 640k 65.16
Transocean (RIG) 5.3 $36M 688k 51.96
Anadarko Petroleum Corporation 5.2 $35M 401k 87.45
EOG Resources (EOG) 4.8 $32M 248k 128.07
Halliburton Company (HAL) 4.1 $28M 685k 40.41
Cabot Oil & Gas Corporation (CTRA) 3.7 $25M 369k 67.61
Hess (HES) 3.5 $23M 322k 71.61
Transcanada Corp 3.4 $23M 482k 47.66
SM Energy (SM) 3.4 $23M 389k 59.22
Cobalt Intl Energy 3.2 $22M 768k 28.20
Noble Energy 3.2 $21M 184k 115.66
EQT Corporation (EQT) 3.0 $20M 301k 67.75
Marathon Oil Corporation (MRO) 2.9 $20M 581k 33.72
Cameron International Corporation 2.5 $17M 259k 65.20
Williams Companies (WMB) 2.5 $17M 450k 37.46
Marathon Petroleum Corp (MPC) 2.2 $15M 163k 89.60
Concho Resources 2.0 $13M 137k 97.43
Cimarex Energy 1.7 $12M 154k 75.44
FMC Technologies 1.7 $12M 213k 54.39
National-Oilwell Var 1.6 $11M 156k 70.75
PG&E Corporation (PCG) 1.6 $11M 246k 44.53
Eastman Chemical Company (EMN) 1.4 $9.4M 134k 69.87
Hercules Offshore 1.3 $8.9M 1.2M 7.42
Helmerich & Payne (HP) 1.3 $8.7M 144k 60.70
Fluor Corporation (FLR) 1.2 $8.3M 125k 66.33
E.I. du Pont de Nemours & Company 1.1 $7.3M 149k 49.16
Superior Energy Services 1.0 $6.6M 253k 25.97
Phillips 66 (PSX) 1.0 $6.5M 93k 69.97
Noble Corporation Com Stk 0.9 $6.2M 163k 38.15
CONSOL Energy 0.9 $6.2M 184k 33.65
Bill Barrett Corporation 0.9 $5.8M 284k 20.27
Us Silica Hldgs (SLCA) 0.8 $5.6M 239k 23.58
Rosetta Resources 0.8 $5.5M 116k 47.58
Bonanza Creek Energy 0.8 $5.5M 142k 38.67
Continental Resources 0.8 $5.3M 61k 86.93
Targa Res Corp (TRGP) 0.7 $4.9M 72k 67.96
Industries N shs - a - (LYB) 0.7 $4.5M 71k 63.30
Kosmos Energy 0.7 $4.5M 397k 11.30
PPG Industries (PPG) 0.6 $4.1M 31k 133.93
Chicago Bridge & Iron Company 0.6 $3.7M 59k 62.11
Pioneer Natural Resources (PXD) 0.5 $3.4M 27k 124.26
DTE Energy Company (DTE) 0.5 $3.2M 47k 68.34
Public Service Enterprise (PEG) 0.5 $3.2M 92k 34.34
Berry Petroleum Company 0.5 $3.1M 66k 46.30
Ultra Petroleum 0.4 $3.0M 148k 20.10
SCANA Corporation 0.4 $3.0M 58k 51.16
MasTec (MTZ) 0.4 $2.6M 89k 29.15
Gulfport Energy Corporation 0.3 $2.2M 49k 45.82
Sherwin-Williams Company (SHW) 0.3 $2.1M 13k 168.89
Cloud Peak Energy 0.3 $2.1M 114k 18.78
Diamond Offshore Drilling 0.3 $2.0M 29k 69.55
Laredo Petroleum Holdings 0.3 $1.8M 100k 18.29
Forum Energy Technolo 0.2 $1.7M 58k 28.77
URS Corporation 0.2 $1.6M 34k 47.42
Pinnacle West Capital Corporation (PNW) 0.2 $1.5M 26k 57.88
Southwestern Energy Company (SWN) 0.2 $1.4M 39k 37.27
Nextera Energy (NEE) 0.2 $1.2M 16k 77.71
Kodiak Oil & Gas 0.2 $1.2M 133k 9.09
Halcon Resources 0.2 $1.2M 153k 7.79
Quanta Services (PWR) 0.1 $989k 35k 28.58
Hornbeck Offshore Services 0.1 $497k 11k 46.45
Rowan Companies 0.1 $318k 9.0k 35.33
Patterson-UTI Energy (PTEN) 0.0 $250k 11k 23.81
Goodrich Petroleum Corporation 0.0 $290k 19k 15.68
GulfMark Offshore 0.0 $249k 6.4k 38.91