0001434997-23-000004.txt : 20231114
0001434997-23-000004.hdr.sgml : 20231114
20231114100947
ACCESSION NUMBER: 0001434997-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231114
DATE AS OF CHANGE: 20231114
EFFECTIVENESS DATE: 20231114
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: 231402347
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
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0001434997
XXXXXXXX
09-30-2023
09-30-2023
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
11-14-2023
0
63
842620045
false
INFORMATION TABLE
2
SIR_13F_09302023.xml
13F PUBLIC 9.30.2023
AES CORP
COM
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11619214
764422
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764422
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AIR PRODS & CHEMS INC
COM
009158106
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SH
SOLE
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0
0
ANTERO MIDSTREAM CORP
COM
03676B102
7293556
608811
SH
SOLE
608811
0
0
ARRAY TECHNOLOGIES INC
COM SHS
04271T100
14065553
633869
SH
SOLE
633869
0
0
BAYTEX ENERGY CORP
COM
07317Q105
34509376
7825026
SH
SOLE
7825026
0
0
BLOOM ENERGY CORP
COM CL A
093712107
4067651
306761
SH
SOLE
306761
0
0
BP PLC
SPONSORED ADR
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32062251
828054
SH
SOLE
828054
0
0
CABOT CORP
COM
127055101
6777377
97840
SH
SOLE
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0
0
CANADIAN SOLAR INC
COM
136635109
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320409
SH
SOLE
320409
0
0
CHAMPIONX CORPORATION
COM
15872M104
2197754
61700
SH
SOLE
61700
0
0
CHART INDS INC
COM
16115Q308
6704932
39646
SH
SOLE
39646
0
0
CHEMOURS CO
COM
163851108
13491152
480968
SH
SOLE
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0
0
CHENIERE ENERGY INC
COM NEW
16411R208
1591722
9591
SH
SOLE
9591
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0
CLEAN ENERGY FUELS CORP
COM
184499101
6514144
1700821
SH
SOLE
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0
CRESCENT PT ENERGY CORP
COM
22576C101
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863500
SH
SOLE
863500
0
0
DELEK US HLDGS INC NEW
COM
24665A103
26756510
941799
SH
SOLE
941799
0
0
DIAMOND OFFSHORE DRILLING IN
COM
25271C201
898944
61236
SH
SOLE
61236
0
0
DIAMONDBACK ENERGY INC
COM
25278X109
28311444
182796
SH
SOLE
182796
0
0
EASTMAN CHEM CO
COM
277432100
1695512
22100
SH
SOLE
22100
0
0
ENERPLUS CORP
COM
292766102
22288891
1266300
SH
SOLE
1266300
0
0
ENETI INC
COM
Y2294C107
1571089
155862
SH
SOLE
155862
0
0
ENLINK MIDSTREAM LLC
COM UNIT REP LTD
29336T100
25664065
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SH
SOLE
2100169
0
0
EQT CORP
COM
26884L109
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SH
SOLE
1055700
0
0
EQUITRANS MIDSTREAM CORP
COM
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10066303
1074312
SH
SOLE
1074312
0
0
EVGO INC
CL A COM
30052F100
5837023
1726930
SH
SOLE
1726930
0
0
EXCELERATE ENERGY INC
CL A COM
30069T101
8208355
481711
SH
SOLE
481711
0
0
EXPRO GROUP HOLDINGS NV
COM
N3144W105
10187818
438563
SH
SOLE
438563
0
0
GULFPORT ENERGY CORP
COMMON SHARES
402635502
10595270
89291
SH
SOLE
89291
0
0
HALLIBURTON CO
COM
406216101
13132206
324252
SH
SOLE
324252
0
0
HELIX ENERGY SOLUTIONS GRP I
COM
42330P107
7624865
682620
SH
SOLE
682620
0
0
HELMERICH & PAYNE INC
COM
423452101
3081896
73100
SH
SOLE
73100
0
0
HESS CORP
COM
42809H107
6165900
40300
SH
SOLE
40300
0
0
HESS MIDSTREAM LP
CL A SHS
428103105
2913000
100000
SH
SOLE
100000
0
0
LI-CYCLE HOLDINGS CORP
COMMON SHARES
50202P105
9658432
2720685
SH
SOLE
2720685
0
0
MARATHON OIL CORP
COM
565849106
56106627
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SH
SOLE
2097444
0
0
MATADOR RES CO
COM
576485205
8583142
144303
SH
SOLE
144303
0
0
MURPHY OIL CORP
COM
626717102
22851865
503900
SH
SOLE
503900
0
0
NEXTDECADE CORP
COM
65342K105
3751424
732700
SH
SOLE
732700
0
0
NOBLE CORP PLC
ORD SHS A
G65431127
14205147
280457
SH
SOLE
280457
0
0
NORTHERN OIL & GAS INC
COM
665531307
14594358
362773
SH
SOLE
362773
0
0
NOV INC
COM
62955J103
14322227
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SH
SOLE
685274
0
0
ORION S.A.
COM
L72967109
2503549
117648
SH
SOLE
117648
0
0
PBF ENERGY INC
CL A
69318G106
23043969
430487
SH
SOLE
430487
0
0
PERMIAN RESOURCES CORP
CLASS A COM
71424F105
10981829
786664
SH
SOLE
786664
0
0
PPG INDS INC
COM
693506107
14397805
110923
SH
SOLE
110923
0
0
PRECISION DRILLING CORP
COM NEW
74022D407
8369275
124900
SH
SOLE
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0
0
PROPETRO HLDG CORP
COM
74347M108
4857347
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SH
SOLE
456947
0
0
SEADRILL 2021 LTD
COM
G7997W102
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SH
SOLE
119551
0
0
SHELL PLC
SPON ADS
780259305
21790312
338464
SH
SOLE
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0
0
SHOALS TECHNOLOGIES GROUP IN
CL A
82489W107
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SH
SOLE
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0
0
SIGMA LITHIUM CORPORATION
COM
826599102
11555420
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SH
SOLE
356209
0
0
SM ENERGY CO
COM
78454L100
21637005
545700
SH
SOLE
545700
0
0
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
5050890
39000
SH
SOLE
39000
0
0
SOUTHWESTERN ENERGY CO
COM
845467109
38631482
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SH
SOLE
5989377
0
0
TARGA RES CORP
COM
87612G101
37051098
432234
SH
SOLE
432234
0
0
TECHNIPFMC PLC
COM
G87110105
248657
12225
SH
SOLE
12225
0
0
TENARIS S A
SPONSORED ADS
88031M109
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668433
SH
SOLE
668433
0
0
TETRA TECHNOLOGIES INC DEL
COM
88162F105
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SH
SOLE
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0
0
TIDEWATER INC NEW
COM
88642R109
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49682
SH
SOLE
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0
0
UGI CORP NEW
COM
902681105
20043120
871440
SH
SOLE
871440
0
0
VALARIS LTD
CL A
G9460G101
5198663
69334
SH
SOLE
69334
0
0
VALERO ENERGY CORP
COM
91913Y100
15334014
108207
SH
SOLE
108207
0
0
WEATHERFORD INTL PLC
ORD SHS
G48833118
2782164
30800
SH
SOLE
30800
0
0