SIR Capital Management

SIR Capital Management as of June 30, 2013

Portfolio Holdings for SIR Capital Management

SIR Capital Management holds 64 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Suncor Energy (SU) 8.2 $50M 1.7M 29.49
EOG Resources (EOG) 7.2 $44M 334k 131.68
Murphy Oil Corporation (MUR) 6.4 $39M 638k 60.89
Royal Dutch Shell 5.7 $35M 541k 63.80
Southwestern Energy Company (SWN) 4.5 $27M 744k 36.53
Anadarko Petroleum Corporation 4.4 $27M 312k 85.93
Cabot Oil & Gas Corporation (CTRA) 4.3 $26M 371k 71.02
Whiting Petroleum Corporation 3.5 $21M 462k 46.09
SM Energy (SM) 3.1 $19M 316k 59.98
Baker Hughes Incorporated 2.9 $18M 380k 46.13
Hess (HES) 2.8 $17M 254k 66.49
Cobalt Intl Energy 2.7 $16M 618k 26.57
Rowan Companies 2.4 $15M 431k 34.07
Nabors Industries 2.2 $14M 890k 15.31
Seadrill 2.1 $13M 320k 40.74
Continental Resources 2.1 $13M 150k 86.06
NiSource (NI) 1.8 $11M 380k 28.64
Eastman Chemical Company (EMN) 1.7 $10M 144k 70.01
Concho Resources 1.5 $9.0M 108k 83.72
Dril-Quip (DRQ) 1.5 $8.9M 99k 90.29
FMC Corporation (FMC) 1.5 $8.9M 145k 61.06
Bonanza Creek Energy 1.4 $8.7M 246k 35.46
Diamondback Energy (FANG) 1.4 $8.4M 252k 33.32
Gulfport Energy Corporation 1.2 $7.6M 160k 47.09
MasTec (MTZ) 1.2 $7.4M 226k 32.90
Range Resources (RRC) 1.2 $7.4M 95k 77.32
Dominion Resources (D) 1.2 $7.1M 125k 56.82
CMS Energy Corporation (CMS) 1.1 $6.4M 236k 27.17
Oasis Petroleum 1.0 $6.3M 162k 38.87
Ashland 1.0 $6.2M 74k 83.50
Union Pacific Corporation (UNP) 1.0 $6.0M 39k 154.28
Enerplus Corp (ERF) 1.0 $6.0M 405k 14.78
Halliburton Company (HAL) 0.9 $5.5M 131k 41.72
Industries N shs - a - (LYB) 0.9 $5.5M 83k 66.26
Tesoro Corporation 0.8 $5.1M 97k 52.32
Pembina Pipeline Corp (PBA) 0.8 $5.1M 166k 30.60
BP (BP) 0.8 $5.0M 119k 41.74
Delek US Holdings 0.8 $5.0M 174k 28.78
Chicago Bridge & Iron Company 0.8 $4.7M 78k 59.65
Chart Industries (GTLS) 0.7 $4.4M 47k 94.09
CONSOL Energy 0.6 $3.6M 135k 27.10
Basic Energy Services 0.6 $3.7M 304k 12.09
Kosmos Energy 0.6 $3.6M 355k 10.16
Pacific Drilling Sa 0.5 $3.3M 335k 9.78
Cloud Peak Energy 0.5 $3.1M 185k 16.48
Tidewater 0.5 $3.0M 52k 56.97
Helmerich & Payne (HP) 0.5 $3.0M 48k 62.45
Kodiak Oil & Gas 0.4 $2.5M 278k 8.89
Newfield Exploration 0.4 $2.4M 101k 23.89
MDU Resources (MDU) 0.4 $2.3M 89k 25.91
Reliance Steel & Aluminum (RS) 0.4 $2.2M 34k 65.57
Pinnacle West Capital Corporation (PNW) 0.3 $2.1M 38k 55.47
Pdc Energy 0.3 $2.0M 38k 51.49
National-Oilwell Var 0.3 $1.9M 27k 68.90
Bill Barrett Corporation 0.3 $1.9M 93k 20.22
Atwood Oceanics 0.3 $1.8M 34k 52.05
Great Plains Energy Incorporated 0.3 $1.7M 75k 22.54
Enbridge Energy Management 0.2 $1.2M 39k 30.28
Nextera Energy (NEE) 0.2 $1.0M 13k 81.48
Portland General Electric Company (POR) 0.1 $786k 26k 30.58
Quanta Services (PWR) 0.1 $791k 30k 26.45
Hornbeck Offshore Services 0.1 $535k 10k 53.50
Bellatrix Exploration 0.1 $278k 45k 6.12
Spectra Energy 0.0 $234k 6.8k 34.41