SIR Capital Management

SIR Capital Management as of Sept. 30, 2013

Portfolio Holdings for SIR Capital Management

SIR Capital Management holds 69 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Suncor Energy (SU) 7.2 $43M 1.2M 35.78
EOG Resources (EOG) 6.7 $40M 238k 169.28
Anadarko Petroleum Corporation 5.6 $34M 363k 92.99
SM Energy (SM) 5.3 $32M 415k 77.19
Schlumberger (SLB) 4.1 $25M 281k 88.36
Patterson-UTI Energy (PTEN) 3.5 $21M 991k 21.38
Hess (HES) 3.0 $18M 236k 77.34
Encana Corp 3.0 $18M 1.0M 17.33
Statoil ASA 2.6 $16M 692k 22.68
Oasis Petroleum 2.6 $16M 318k 49.13
Chevron Corporation (CVX) 2.5 $15M 125k 121.50
Cobalt Intl Energy 2.5 $15M 611k 24.86
Marathon Oil Corporation (MRO) 2.3 $14M 399k 34.88
Tesoro Corporation 2.3 $14M 316k 43.98
Oil States International (OIS) 2.3 $14M 132k 103.46
EQT Corporation (EQT) 2.2 $14M 152k 88.72
Whiting Petroleum Corporation 2.2 $13M 222k 59.85
Hornbeck Offshore Services 1.9 $12M 202k 57.44
Cimarex Energy 1.7 $10M 108k 96.40
Helmerich & Payne (HP) 1.7 $10M 149k 68.95
Oneok (OKE) 1.7 $10M 187k 53.32
Carrizo Oil & Gas 1.6 $9.7M 261k 37.31
CONSOL Energy 1.6 $9.6M 286k 33.65
Gulfport Energy Corporation 1.5 $9.2M 143k 64.34
NiSource (NI) 1.5 $8.8M 284k 30.89
MasTec (MTZ) 1.4 $8.6M 284k 30.30
ConocoPhillips (COP) 1.3 $7.9M 113k 69.51
CMS Energy Corporation (CMS) 1.1 $6.5M 246k 26.32
Cameron International Corporation 1.1 $6.5M 111k 58.37
Monsanto Company 1.1 $6.3M 61k 104.37
MDU Resources (MDU) 1.0 $6.2M 221k 27.97
W&T Offshore (WTI) 1.0 $5.7M 324k 17.72
Energen Corporation 1.0 $5.8M 75k 76.39
Pinnacle West Capital Corporation (PNW) 0.9 $5.7M 104k 54.74
Diamondback Energy (FANG) 0.9 $5.4M 127k 42.64
Vermilion Energy (VET) 0.9 $5.4M 98k 54.98
American Electric Power Company (AEP) 0.9 $5.2M 121k 43.35
Westlake Chemical Corporation (WLK) 0.9 $5.2M 49k 104.67
Oceaneering International (OII) 0.8 $5.1M 62k 81.24
Halliburton Company (HAL) 0.8 $5.0M 104k 48.15
Dril-Quip (DRQ) 0.7 $4.4M 39k 114.75
Huntsman Corporation (HUN) 0.7 $4.4M 211k 20.61
Praxair 0.7 $4.3M 36k 120.20
Noble Corporation Com Stk 0.7 $4.2M 113k 37.77
FMC Corporation (FMC) 0.7 $4.0M 56k 71.71
Pacific Drilling Sa 0.6 $3.7M 334k 11.08
Ocean Rig Udw 0.6 $3.7M 201k 18.20
Kosmos Energy 0.6 $3.6M 350k 10.28
Forum Energy Technolo 0.6 $3.5M 131k 27.01
KBR (KBR) 0.5 $3.1M 95k 32.64
Bonanza Creek Energy 0.5 $2.9M 59k 48.26
Tenaris (TS) 0.5 $2.8M 59k 46.79
Seadrill 0.4 $2.7M 59k 45.08
Sherwin-Williams Company (SHW) 0.4 $2.5M 14k 182.21
Chart Industries (GTLS) 0.4 $2.4M 20k 123.03
GulfMark Offshore 0.4 $2.4M 47k 50.89
Nextera Energy (NEE) 0.4 $2.1M 27k 80.15
Portland General Electric Company (POR) 0.3 $2.0M 72k 28.23
PG&E Corporation (PCG) 0.3 $2.0M 49k 40.91
Enerplus Corp (ERF) 0.3 $2.0M 123k 16.56
Bellatrix Exploration 0.3 $1.8M 239k 7.61
Xcel Energy (XEL) 0.2 $1.0M 37k 27.61
Arch Coal 0.1 $718k 175k 4.11
Industries N shs - a - (LYB) 0.1 $644k 8.8k 73.18
Bristow 0.1 $531k 7.3k 72.74
Unit Corporation 0.1 $493k 11k 46.51
Great Plains Energy Incorporated 0.1 $391k 18k 22.22
Rowan Companies 0.1 $433k 12k 36.69
Basic Energy Services 0.0 $246k 20k 12.62