0001434997-22-000001.txt : 20220214 0001434997-22-000001.hdr.sgml : 20220214 20220214124658 ACCESSION NUMBER: 0001434997-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SIR Capital Management, L.P. CENTRAL INDEX KEY: 0001434997 IRS NUMBER: 830487823 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13426 FILM NUMBER: 22628301 BUSINESS ADDRESS: STREET 1: 640 8TH AVENUE, 34TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-993-7092 MAIL ADDRESS: STREET 1: 640 8TH AVENUE, 34TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001434997 XXXXXXXX 12-31-2021 12-31-2021 SIR Capital Management, L.P.
640 8TH AVENUE, 34TH FLOOR NEW YORK NY 10036
13F HOLDINGS REPORT 028-13426 N
Ben Fooshee Chief Operating Officer 212-993-7090 Ben Fooshee New York NY 02-14-2022 0 76 634247 false
INFORMATION TABLE 2 SIR_13F_12312021.xml 13F PUBLIC FILING 12.31.2021 AES CORP COM 00130H105 18687 769032 SH SOLE 769032 0 0 ANTERO RESOURCES CORP COM 03674X106 5521 315510 SH SOLE 315510 0 0 APA CORPORATION COM 03743Q108 5047 187700 SH SOLE 187700 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 10690 584765 SH SOLE 584765 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 7652 487700 SH SOLE 487700 0 0 AVIENT CORPORATION COM 05368V106 2065 36912 SH SOLE 36912 0 0 BAKER HUGHES COMPANY CL A 05722G100 508 21100 SH SOLE 21100 0 0 BUNGE LIMITED COM G16962105 29747 318630 SH SOLE 318630 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 3186 74594 SH SOLE 74594 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 4793 801517 SH SOLE 801517 0 0 CF INDS HLDGS INC COM 125269100 1048 14800 SH SOLE 14800 0 0 CHAMPIONX CORPORATION COM 15872M104 9942 491928 SH SOLE 491928 0 0 CHART INDS INC COM 16115Q308 5294 33193 SH SOLE 33193 0 0 CHENIERE ENERGY INC COM NEW 16411R208 26984 266060 SH SOLE 266060 0 0 CHESAPEAKE ENERGY CORP COM 165167735 10293 159532 SH SOLE 159532 0 0 CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 17 15000 SH SOLE 15000 0 0 CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 732 75000 SH SOLE 75000 0 0 CONOCOPHILLIPS COM 20825C104 7967 110372 SH SOLE 110372 0 0 COTERRA ENERGY INC COM 127097103 849 44692 SH SOLE 44692 0 0 CVR ENERGY INC COM 12662P108 6370 378957 SH SOLE 378957 0 0 DARLING INGREDIENTS INC COM 237266101 1677 24200 SH SOLE 24200 0 0 DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 105 66666 SH SOLE 66666 0 0 DECARBONIZATION PLUS ACQU II COM CL A 242794105 3589 360000 SH SOLE 360000 0 0 DELEK US HLDGS INC NEW COM 24665A103 14937 996466 SH SOLE 996466 0 0 DEVON ENERGY CORP NEW COM 25179M103 15144 343795 SH SOLE 343795 0 0 DIAMONDBACK ENERGY INC COM 25278X109 16856 156290 SH SOLE 156290 0 0 DRIL-QUIP INC COM 262037104 1328 67478 SH SOLE 67478 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 8840 184247 SH SOLE 184247 0 0 DUPONT DE NEMOURS INC COM 26614N102 7456 92300 SH SOLE 92300 0 0 ENERPLUS CORP COM 292766102 9179 867600 SH SOLE 867600 0 0 ENETI INC COM Y2294C107 1909 246600 SH SOLE 246600 0 0 EQT CORP COM 26884L109 13509 619400 SH SOLE 619400 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 5981 578392 SH SOLE 578392 0 0 FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 92 150000 SH SOLE 150000 0 0 FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2913 300000 SH SOLE 300000 0 0 GENERAC HLDGS INC COM 368736104 2734 7769 SH SOLE 7769 0 0 HALLIBURTON CO COM 406216101 2636 115262 SH SOLE 115262 0 0 HOLLYFRONTIER CORP COM 436106108 15462 471675 SH SOLE 471675 0 0 HUNTSMAN CORP COM 447011107 14033 402323 SH SOLE 402323 0 0 HYZON MOTORS INC *W EXP 10/02/202 44951Y110 344 181050 SH SOLE 181050 0 0 HYZON MOTORS INC COM CL A 44951Y102 956 147244 SH SOLE 147244 0 0 INFRA AND ENERGY ALTRNTIVE I COM 45686J104 2631 285940 SH SOLE 285940 0 0 LI-CYCLE HOLDINGS CORP *W EXP 08/10/202 50202P113 614 247480 SH SOLE 247480 0 0 LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 21546 2163273 SH SOLE 2163273 0 0 MARATHON OIL CORP COM 565849106 19097 1163042 SH SOLE 1163042 0 0 MASTEC INC COM 576323109 644 6980 SH SOLE 6980 0 0 MATADOR RES CO COM 576485205 10467 283493 SH SOLE 283493 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 3804 402527 SH SOLE 402527 0 0 NEXTIER OILFIELD SOLUTIONS COM 65290C105 9867 2779386 SH SOLE 2779386 0 0 NISOURCE INC COM 65473P105 4982 180426 SH SOLE 180426 0 0 NORTHERN OIL AND GAS INC MN COM 665531307 9644 468590 SH SOLE 468590 0 0 NOV INC COM 62955J103 6776 500054 SH SOLE 500054 0 0 OASIS PETROLEUM INC COM NEW 674215207 2583 20500 SH SOLE 20500 0 0 OCEANEERING INTL INC COM 675232102 1645 145420 SH SOLE 145420 0 0 OLIN CORP COM PAR $1 680665205 16086 279667 SH SOLE 279667 0 0 OVINTIV INC COM 69047Q102 17676 524514 SH SOLE 524514 0 0 PDC ENERGY INC COM 69327R101 12386 253906 SH SOLE 253906 0 0 PERIDOT ACQUISITION CORP II *W EXP 04/30/202 G7008B121 73 85396 SH SOLE 85396 0 0 PERIDOT ACQUISITION CORP II SHS CL A G7008B105 4404 452584 SH SOLE 452584 0 0 PHILLIPS 66 COM 718546104 46012 635004 SH SOLE 635004 0 0 POWER & DIGITAL INFRASTRUCTU UNIT 12/09/2026 73919C209 3521 350000 SH SOLE 350000 0 0 PROPETRO HLDG CORP COM 74347M108 5743 708979 SH SOLE 708979 0 0 QUANTA SVCS INC COM 74762E102 10760 93844 SH SOLE 93844 0 0 RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 150 100000 SH SOLE 100000 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 4000 400000 SH SOLE 400000 0 0 SM ENERGY CO COM 78454L100 7003 237539 SH SOLE 237539 0 0 SPARTAN ACQUISITION CORP III *W EXP 02/04/202 84677R114 108 75000 SH SOLE 75000 0 0 SPARTAN ACQUISITION CORP III COM CL A 84677R106 1809 183291 SH SOLE 183291 0 0 STEM INC COM 85859N102 20534 1082467 SH SOLE 1082467 0 0 TARGA RES CORP COM 87612G101 37931 726093 SH SOLE 726093 0 0 TECHNIPFMC PLC COM G87110105 8612 1454700 SH SOLE 1454700 0 0 TENARIS S A SPONSORED ADS 88031M109 31853 1527004 SH SOLE 1527004 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 246 86710 SH SOLE 86710 0 0 VERMILION ENERGY INC COM 923725105 8375 665200 SH SOLE 665200 0 0 WESTLAKE CHEM CORP COM 960413102 2567 26429 SH SOLE 26429 0 0 WHITING PETE CORP NEW COM NEW 966387508 3026 46782 SH SOLE 46782 0 0