SIR Capital Management as of Dec. 31, 2017
Portfolio Holdings for SIR Capital Management
SIR Capital Management holds 44 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dowdupont | 6.6 | $30M | 420k | 71.22 | |
| Rsp Permian | 4.9 | $22M | 548k | 40.68 | |
| Continental Resources | 4.8 | $22M | 410k | 52.97 | |
| Pembina Pipeline Corp (PBA) | 4.8 | $22M | 596k | 36.21 | |
| Diamondback Energy (FANG) | 4.2 | $19M | 152k | 126.25 | |
| Cimarex Energy | 4.2 | $19M | 156k | 122.01 | |
| FMC Corporation (FMC) | 4.1 | $19M | 196k | 94.66 | |
| Celanese Corporation (CE) | 3.5 | $16M | 147k | 107.08 | |
| Chemours (CC) | 3.4 | $15M | 308k | 50.06 | |
| Devon Energy Corporation (DVN) | 3.2 | $14M | 349k | 41.40 | |
| Energen Corporation | 3.2 | $14M | 249k | 57.57 | |
| Suncor Energy (SU) | 3.1 | $14M | 378k | 36.72 | |
| Wpx Energy | 3.0 | $14M | 979k | 14.07 | |
| Halliburton Company (HAL) | 2.8 | $13M | 262k | 48.87 | |
| Air Products & Chemicals (APD) | 2.8 | $13M | 77k | 164.08 | |
| Enbridge (ENB) | 2.8 | $13M | 321k | 39.11 | |
| Patterson-UTI Energy (PTEN) | 2.7 | $12M | 530k | 23.01 | |
| Noble Energy | 2.7 | $12M | 413k | 29.14 | |
| Forum Energy Technolo | 2.4 | $11M | 708k | 15.55 | |
| Keane | 2.4 | $11M | 563k | 19.01 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 2.2 | $10M | 458k | 21.95 | |
| Praxair | 2.0 | $9.2M | 60k | 154.68 | |
| Centennial Resource Developmen cs | 2.0 | $8.9M | 450k | 19.80 | |
| Whiting Petroleum Corp | 1.9 | $8.8M | 332k | 26.48 | |
| Candj Energy Svcs | 1.9 | $8.6M | 256k | 33.47 | |
| Venator Materials | 1.8 | $8.1M | 368k | 22.12 | |
| ConocoPhillips (COP) | 1.7 | $7.8M | 142k | 54.89 | |
| Huntsman Corporation (HUN) | 1.6 | $7.3M | 219k | 33.29 | |
| Oneok (OKE) | 1.5 | $7.0M | 131k | 53.45 | |
| Laredo Petroleum Holdings | 1.5 | $6.6M | 621k | 10.61 | |
| Gardner Denver Hldgs | 1.4 | $6.3M | 184k | 33.93 | |
| Jagged Peak Energy | 1.2 | $5.7M | 360k | 15.78 | |
| Enerplus Corp | 1.2 | $5.4M | 552k | 9.79 | |
| Ashland (ASH) | 1.1 | $5.0M | 71k | 71.20 | |
| Tenaris (TS) | 1.0 | $4.3M | 137k | 31.86 | |
| Olin Corporation (OLN) | 0.9 | $4.2M | 118k | 35.58 | |
| Technipfmc (FTI) | 0.8 | $3.4M | 108k | 31.31 | |
| Mrc Global Inc cmn (MRC) | 0.7 | $3.0M | 175k | 16.92 | |
| Ultra Petroleum | 0.5 | $2.2M | 244k | 9.06 | |
| Gulfport Energy Corporation | 0.5 | $2.2M | 171k | 12.76 | |
| EQT Corporation (EQT) | 0.3 | $1.5M | 27k | 56.91 | |
| Select Energy Svcs Inc cl a (WTTR) | 0.3 | $1.4M | 76k | 18.24 | |
| RPC (RES) | 0.2 | $1.1M | 44k | 25.54 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $864k | 30k | 28.61 |
