SIR Capital Management as of March 31, 2011
Portfolio Holdings for SIR Capital Management
SIR Capital Management holds 58 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hess (HES) | 8.2 | $53M | 624k | 85.21 | |
| Apache Corporation | 7.3 | $48M | 364k | 130.92 | |
| Chevron Corporation (CVX) | 6.7 | $43M | 403k | 107.49 | |
| Cimarex Energy | 5.4 | $35M | 306k | 115.24 | |
| National-Oilwell Var | 5.3 | $35M | 438k | 79.27 | |
| Suncor Energy (SU) | 4.7 | $31M | 682k | 44.84 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.5 | $29M | 552k | 52.97 | |
| Talisman Energy Inc Com Stk | 4.4 | $29M | 1.2M | 24.70 | |
| Noble Energy | 4.3 | $28M | 292k | 96.65 | |
| Concho Resources | 4.3 | $28M | 263k | 107.30 | |
| Nabors Industries | 2.9 | $19M | 618k | 30.38 | |
| Oil States International (OIS) | 2.6 | $17M | 220k | 76.14 | |
| SM Energy (SM) | 2.5 | $17M | 223k | 74.19 | |
| Spectra Energy | 2.2 | $15M | 539k | 27.18 | |
| Valero Energy Corporation (VLO) | 2.0 | $13M | 441k | 29.82 | |
| Patterson-UTI Energy (PTEN) | 1.9 | $12M | 411k | 29.39 | |
| Dresser-Rand | 1.8 | $12M | 220k | 53.62 | |
| Energen Corporation | 1.7 | $11M | 180k | 63.12 | |
| Rowan Companies | 1.7 | $11M | 248k | 44.18 | |
| Murphy Oil Corporation (MUR) | 1.7 | $11M | 148k | 73.42 | |
| Halliburton Company (HAL) | 1.5 | $9.5M | 191k | 49.84 | |
| Stone Energy Corporation | 1.5 | $9.5M | 284k | 33.37 | |
| Swift Energy Company | 1.3 | $8.5M | 199k | 42.68 | |
| El Paso Corporation | 1.2 | $8.1M | 452k | 18.00 | |
| Petrohawk Energy Corporation | 1.2 | $7.8M | 317k | 24.54 | |
| Rosetta Resources | 1.2 | $7.7M | 162k | 47.60 | |
| Marathon Oil Corporation (MRO) | 1.1 | $7.1M | 132k | 53.31 | |
| Atwood Oceanics | 1.1 | $7.0M | 151k | 46.43 | |
| Ens | 1.1 | $6.9M | 119k | 57.84 | |
| Superior Energy Services | 1.0 | $6.5M | 159k | 41.00 | |
| Pioneer Natural Resources (PXD) | 0.9 | $5.8M | 57k | 101.91 | |
| Gardner Denver | 0.8 | $5.4M | 69k | 78.03 | |
| Baker Hughes Incorporated | 0.8 | $5.3M | 72k | 73.43 | |
| KBR (KBR) | 0.8 | $5.2M | 138k | 37.77 | |
| Precision Drilling Corporation | 0.8 | $5.0M | 373k | 13.54 | |
| EQT Corporation (EQT) | 0.7 | $4.5M | 91k | 49.90 | |
| Eastman Chemical Company (EMN) | 0.7 | $4.5M | 45k | 99.32 | |
| Forest Oil Corporation | 0.5 | $3.5M | 92k | 37.83 | |
| GulfMark Offshore | 0.5 | $3.4M | 76k | 44.51 | |
| Northern Oil & Gas | 0.5 | $3.0M | 114k | 26.70 | |
| Unit Corporation | 0.4 | $2.9M | 46k | 61.94 | |
| URS Corporation | 0.4 | $2.5M | 54k | 46.04 | |
| SandRidge Energy | 0.4 | $2.4M | 184k | 12.80 | |
| Total (TTE) | 0.3 | $2.1M | 34k | 60.96 | |
| Walter Energy | 0.3 | $2.1M | 16k | 135.45 | |
| CF Industries Holdings (CF) | 0.3 | $2.1M | 15k | 136.80 | |
| Oasis Petroleum | 0.3 | $2.1M | 67k | 31.62 | |
| Tenaris (TS) | 0.3 | $2.0M | 41k | 49.46 | |
| MasTec (MTZ) | 0.3 | $1.9M | 90k | 20.80 | |
| National Fuel Gas (NFG) | 0.3 | $1.7M | 23k | 73.98 | |
| Chart Industries (GTLS) | 0.2 | $1.6M | 28k | 55.04 | |
| Celanese Corporation (CE) | 0.2 | $1.3M | 30k | 44.36 | |
| Imperial Oil (IMO) | 0.2 | $1.0M | 20k | 51.06 | |
| Albemarle Corporation (ALB) | 0.1 | $992k | 17k | 59.76 | |
| Advantage Oil & Gas | 0.1 | $991k | 110k | 8.98 | |
| Cameron International Corporation | 0.1 | $925k | 16k | 57.10 | |
| Brigham Exploration Company | 0.1 | $818k | 22k | 37.18 | |
| Fluor Corporation (FLR) | 0.1 | $788k | 11k | 73.64 |
