SIR Capital Management

SIR Capital Management as of March 31, 2014

Portfolio Holdings for SIR Capital Management

SIR Capital Management holds 57 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Suncor Energy (SU) 8.5 $56M 1.6M 34.96
Hess (HES) 5.7 $37M 448k 82.88
Kodiak Oil & Gas 4.2 $28M 2.3M 12.14
Williams Companies (WMB) 4.0 $26M 635k 40.58
ConocoPhillips (COP) 3.8 $25M 356k 70.35
EQT Corporation (EQT) 3.5 $23M 238k 96.97
Superior Energy Services 3.4 $22M 727k 30.76
American Electric Power Company (AEP) 3.4 $22M 435k 50.66
Halliburton Company (HAL) 3.2 $21M 357k 58.89
EOG Resources (EOG) 3.1 $20M 102k 196.17
Canadian Natural Resources (CNQ) 3.0 $20M 508k 38.37
Weatherford International Lt reg 3.0 $20M 1.1M 17.36
CMS Energy Corporation (CMS) 2.8 $19M 632k 29.28
Encana Corp 2.7 $18M 835k 21.38
Southwestern Energy Company (SWN) 2.5 $17M 361k 46.01
Anadarko Petroleum Corporation 2.4 $16M 186k 84.76
SM Energy (SM) 2.4 $16M 221k 71.29
Cimarex Energy 2.3 $15M 125k 119.11
Ultra Petroleum 2.3 $15M 548k 26.89
Oneok (OKE) 2.2 $15M 247k 59.25
Helmerich & Payne (HP) 2.1 $14M 128k 107.56
Patterson-UTI Energy (PTEN) 1.8 $12M 379k 31.68
Precision Drilling Corporation 1.6 $11M 884k 11.97
Penn Virginia Corporation 1.5 $10M 575k 17.49
Pdc Energy 1.5 $10M 161k 62.26
Carrizo Oil & Gas 1.4 $9.1M 170k 53.46
E.I. du Pont de Nemours & Company 1.4 $9.0M 134k 67.10
Newfield Exploration 1.3 $8.6M 273k 31.36
Us Silica Hldgs (SLCA) 1.3 $8.5M 223k 38.17
Gulfport Energy Corporation 1.3 $8.3M 117k 71.18
Baker Hughes Incorporated 1.2 $8.1M 125k 65.02
Bill Barrett Corporation 1.2 $8.1M 318k 25.60
Eastman Chemical Company (EMN) 1.2 $7.9M 92k 86.21
UGI Corporation (UGI) 1.0 $6.8M 148k 45.61
RPC (RES) 0.9 $6.2M 304k 20.42
Cobalt Intl Energy 0.9 $6.0M 328k 18.32
Athlon Energy 0.8 $5.5M 155k 35.45
Sherwin-Williams Company (SHW) 0.8 $5.4M 27k 197.13
PPG Industries (PPG) 0.8 $5.1M 26k 193.47
Bellatrix Exploration 0.7 $4.8M 572k 8.46
Marathon Petroleum Corp (MPC) 0.7 $4.7M 54k 87.05
Industries N shs - a - (LYB) 0.6 $3.9M 44k 88.94
SCANA Corporation 0.5 $3.1M 60k 51.32
MDU Resources (MDU) 0.5 $3.0M 88k 34.31
Statoil ASA 0.5 $2.9M 105k 28.22
Westlake Chemical Corporation (WLK) 0.5 $2.9M 44k 66.17
Diamondback Energy (FANG) 0.5 $3.0M 44k 67.30
Mosaic (MOS) 0.4 $2.6M 52k 50.00
Pbf Energy Inc cl a (PBF) 0.4 $2.5M 98k 25.80
Edison International (EIX) 0.3 $2.3M 40k 56.62
Public Service Enterprise (PEG) 0.3 $2.1M 54k 38.14
Quanta Services (PWR) 0.3 $2.1M 56k 36.89
Murphy Usa (MUSA) 0.3 $2.1M 51k 40.59
Valero Energy Corporation (VLO) 0.3 $2.0M 38k 53.09
Exelon Corporation (EXC) 0.2 $1.1M 32k 33.55
PPL Corporation (PPL) 0.1 $792k 24k 33.14
Pembina Pipeline Corp (PBA) 0.1 $513k 14k 38.00