0001434997-22-000002.txt : 20220516 0001434997-22-000002.hdr.sgml : 20220516 20220516102414 ACCESSION NUMBER: 0001434997-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22926332 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 03-31-2022 03-31-2022 SIR Capital Management, L.P.

640 8TH AVENUE, 34TH FLOOR NEW YORK NY 10036

13F HOLDINGS REPORT 028-13426 N Ben Fooshee 212-993-7090 Ben Fooshee New York NY 05-16-2022 0 75 568644 false INFORMATION TABLE 2 SIR_13F_03312022.xml 13F PUBLIC FILING 3.31.2022 AES CORP COM 00130H105 4924 191388 SH SOLE 191388 0 0 ANTERO RESOURCES CORP COM 03674X106 15094 494402 SH SOLE 494402 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 4488 204663 SH SOLE 204663 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 4462 395947 SH SOLE 395947 0 0 BUNGE LIMITED COM G16962105 16500 148900 SH SOLE 148900 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 1914 42794 SH SOLE 42794 0 0 CELANESE CORP DEL COM 150870103 2357 16500 SH SOLE 16500 0 0 CENOVUS ENERGY INC COM 15135U109 33412 2003114 SH SOLE 2003114 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 7620 944256 SH SOLE 944256 0 0 CHAMPIONX CORPORATION COM 15872M104 9009 368028 SH SOLE 368028 0 0 CHART INDS INC COM 16115Q308 4777 27813 SH SOLE 27813 0 0 CHENIERE ENERGY INC COM NEW 16411R208 15591 112448 SH SOLE 112448 0 0 CHESAPEAKE ENERGY CORP COM 165167735 18257 209850 SH SOLE 209850 0 0 CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 7 15000 SH SOLE 15000 0 0 CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 734 75000 SH SOLE 75000 0 0 CONOCOPHILLIPS COM 20825C104 9827 98272 SH SOLE 98272 0 0 CVR ENERGY INC COM 12662P108 1875 73425 SH SOLE 73425 0 0 DARLING INGREDIENTS INC COM 237266101 908 11294 SH SOLE 11294 0 0 DELEK US HLDGS INC NEW COM 24665A103 13461 634348 SH SOLE 634348 0 0 DEVON ENERGY CORP NEW COM 25179M103 7090 119900 SH SOLE 119900 0 0 DIAMONDBACK ENERGY INC COM 25278X109 9992 72890 SH SOLE 72890 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 8733 160944 SH SOLE 160944 0 0 DUPONT DE NEMOURS INC COM 26614N102 4094 55634 SH SOLE 55634 0 0 EASTMAN CHEM CO COM 277432100 2006 17900 SH SOLE 17900 0 0 ENERPLUS CORP COM 292766102 12601 994100 SH SOLE 994100 0 0 ENETI INC COM Y2294C107 1785 281100 SH SOLE 281100 0 0 ENI S P A SPONSORED ADR 26874R108 1521 52000 SH SOLE 52000 0 0 EQT CORP COM 26884L109 15660 455100 SH SOLE 455100 0 0 FLUENCE ENERGY INC COM CL A 34379V103 2638 201228 SH SOLE 201228 0 0 FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 47 150000 SH SOLE 150000 0 0 FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2940 300000 SH SOLE 300000 0 0 HALLIBURTON CO COM 406216101 1162 30695 SH SOLE 30695 0 0 HF SINCLAIR CORPORATION COM 403949100 40344 1012394 SH SOLE 1012394 0 0 HUNTSMAN CORP COM 447011107 3068 81800 SH SOLE 81800 0 0 HYZON MOTORS INC *W EXP 10/02/202 44951Y110 308 181050 SH SOLE 181050 0 0 HYZON MOTORS INC COM CL A 44951Y102 370 57844 SH SOLE 57844 0 0 INFRA AND ENERGY ALTRNTIVE I COM 45686J104 1298 109558 SH SOLE 109558 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 7469 114885 SH SOLE 114885 0 0 LAREDO PETROLEUM INC COM 516806205 831 10500 SH SOLE 10500 0 0 LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 19726 2334484 SH SOLE 2334484 0 0 LIBERTY OILFIELD SVCS INC COM CL A 53115L104 2588 174629 SH SOLE 174629 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 6187 261600 SH SOLE 261600 0 0 MARATHON OIL CORP COM 565849106 12505 498008 SH SOLE 498008 0 0 MASTEC INC COM 576323109 477 5480 SH SOLE 5480 0 0 MATADOR RES CO COM 576485205 1007 19000 SH SOLE 19000 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 4040 480927 SH SOLE 480927 0 0 NEXTIER OILFIELD SOLUTIONS COM 65290C105 2552 276139 SH SOLE 276139 0 0 NORTHERN OIL AND GAS INC MN COM 665531307 5096 180790 SH SOLE 180790 0 0 OASIS PETROLEUM INC COM NEW 674215207 4045 27652 SH SOLE 27652 0 0 OCCIDENTAL PETE CORP COM 674599105 3240 57100 SH SOLE 57100 0 0 OCEANEERING INTL INC COM 675232102 1695 111820 SH SOLE 111820 0 0 OLIN CORP COM PAR $1 680665205 5121 97962 SH SOLE 97962 0 0 OVINTIV INC COM 69047Q102 22010 407069 SH SOLE 407069 0 0 PBF ENERGY INC CL A 69318G106 11503 472019 SH SOLE 472019 0 0 PDC ENERGY INC COM 69327R101 5023 69111 SH SOLE 69111 0 0 PERIDOT ACQUISITION CORP II *W EXP 04/30/202 G7008B121 32 85396 SH SOLE 85396 0 0 PERIDOT ACQUISITION CORP II SHS CL A G7008B105 4426 452584 SH SOLE 452584 0 0 PHILLIPS 66 COM 718546104 20498 237273 SH SOLE 237273 0 0 POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118 70 175000 SH SOLE 175000 0 0 POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100 3423 350000 SH SOLE 350000 0 0 PROPETRO HLDG CORP COM 74347M108 3460 248363 SH SOLE 248363 0 0 QUANTA SVCS INC COM 74762E102 7942 60344 SH SOLE 60344 0 0 RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 62 100000 SH SOLE 100000 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 3944 400000 SH SOLE 400000 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 4217 247456 SH SOLE 247456 0 0 SM ENERGY CO COM 78454L100 6226 159839 SH SOLE 159839 0 0 STEM INC COM 85859N102 13085 1188499 SH SOLE 1188499 0 0 SUNNOVA ENERGY INTL INC. 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