0001434997-24-000003.txt : 20240807 0001434997-24-000003.hdr.sgml : 20240807 20240807120439 ACCESSION NUMBER: 0001434997-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240807 DATE AS OF CHANGE: 20240807 EFFECTIVENESS DATE: 20240807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SIR Capital Management, L.P. CENTRAL INDEX KEY: 0001434997 ORGANIZATION NAME: 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: 241182456 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 X0202 13F-HR LIVE false true false 0001434997 XXXXXXXX 06-30-2024 06-30-2024 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 08-07-2024 0 79 1005703535 false INFORMATION TABLE 2 SIR_13F_06302024.xml 13F PUBLIC FILING 6.30.2024 AES CORP COM 00130H105 21850386 1243619 SH SOLE 1243619 0 0 AIR PRODS & CHEMS INC COM 009158106 10451025 40500 SH SOLE 40500 0 0 ANTERO MIDSTREAM CORP COM 03676B102 8251069 559774 SH SOLE 559774 0 0 ANTERO RESOURCES CORP COM 03674X106 24699279 756950 SH SOLE 756950 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 19565789 1906997 SH SOLE 1906997 0 0 BAKER HUGHES COMPANY CL A 05722G100 20844942 592691 SH SOLE 592691 0 0 BAYTEX ENERGY CORP COM 07317Q105 10667120 3076855 SH SOLE 3076855 0 0 BLOOM ENERGY CORP COM CL A 093712107 1915560 156500 SH SOLE 156500 0 0 BP PLC SPONSORED ADR 055622104 4162330 115300 SH SOLE 115300 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 11820162 222100 SH SOLE 222100 0 0 CANADIAN SOLAR INC COM 136635109 3994108 270787 SH SOLE 270787 0 0 CENOVUS ENERGY INC COM 15135U109 30574878 1555182 SH SOLE 1555182 0 0 CHART INDS INC COM 16115Q308 14050344 97342 SH SOLE 97342 0 0 CHEMOURS CO COM 163851108 13438968 595435 SH SOLE 595435 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 32895462 196180 SH SOLE 196180 0 0 CIVITAS RESOURCES INC COM NEW 17888H103 18391950 266550 SH SOLE 266550 0 0 CLEAN ENERGY FUELS CORP COM 184499101 7381292 2764529 SH SOLE 2764529 0 0 CONOCOPHILLIPS COM 20825C104 25819226 225732 SH SOLE 225732 0 0 COTERRA ENERGY INC COM 127097103 15407259 577700 SH SOLE 577700 0 0 CRESCENT ENERGY COMPANY CL A COM 44952J104 1365120 115200 SH SOLE 115200 0 0 CVR ENERGY INC COM 12662P108 17907443 668937 SH SOLE 668937 0 0 DELEK US HLDGS INC NEW COM 24665A103 21693053 876133 SH SOLE 876133 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C201 9930314 641079 SH SOLE 641079 0 0 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 23494925 1707480 SH SOLE 1707480 0 0 EQT CORP COM 26884L109 28563352 772400 SH SOLE 772400 0 0 EVGO INC CL A COM 30052F100 2348570 958600 SH SOLE 958600 0 0 EXCELERATE ENERGY INC CL A COM 30069T101 6692982 362960 SH SOLE 362960 0 0 EXPRO GROUP HOLDINGS NV COM N3144W105 1463992 63874 SH SOLE 63874 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 22264044 147444 SH SOLE 147444 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 5981104 500930 SH SOLE 500930 0 0 HESS MIDSTREAM LP CL A SHS 428103105 4999568 137200 SH SOLE 137200 0 0 IMPERIAL OIL LTD COM NEW 453038408 11405121 167108 SH SOLE 167108 0 0 ITRON INC COM 465741106 930224 9400 SH SOLE 9400 0 0 KINDER MORGAN INC DEL COM 49456B101 60799279 3059853 SH SOLE 3059853 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 11536896 278400 SH SOLE 278400 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 15106416 596149 SH SOLE 596149 0 0 MARATHON OIL CORP COM 565849106 30235783 1054614 SH SOLE 1054614 0 0 MASTEC INC COM 576323109 11157880 104289 SH SOLE 104289 0 0 MONTAUK RENEWABLES INC COM 61218C103 1858622 326074 SH SOLE 326074 0 0 MURPHY OIL CORP COM 626717102 8437704 204600 SH SOLE 204600 0 0 NET POWER INC COM CL A 64107A105 971037 98783 SH SOLE 98783 0 0 NEXTDECADE CORP COM 65342K105 2640518 332559 SH SOLE 332559 0 0 NEXTRACKER INC CLASS A COM 65290E101 11872501 253253 SH SOLE 253253 0 0 NISOURCE INC COM 65473P105 9150373 317611 SH SOLE 317611 0 0 NOBLE CORP PLC ORD SHS A G65431127 250040 5600 SH SOLE 5600 0 0 NOV INC COM 62955J103 12432540 654000 SH SOLE 654000 0 0 NRG ENERGY INC COM NEW 629377508 14408694 185059 SH SOLE 185059 0 0 ONEOK INC NEW COM 682680103 13595853 166718 SH SOLE 166718 0 0 OPAL FUELS INC CLASS A COM 68347P103 1587120 388049 SH SOLE 388049 0 0 ORION S.A. COM L72967109 3991632 181934 SH SOLE 181934 0 0 OVINTIV INC COM 69047Q102 22731950 485000 SH SOLE 485000 0 0 PATTERSON-UTI ENERGY INC COM 703481101 5535514 534316 SH SOLE 534316 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 41960446 2598170 SH SOLE 2598170 0 0 PHILLIPS 66 COM 718546104 44002689 311700 SH SOLE 311700 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 8848769 470179 SH SOLE 470179 0 0 PNM RES INC COM 69349H107 15465764 418446 SH SOLE 418446 0 0 PRECISION DRILLING CORP COM NEW 74022D407 4948192 70378 SH SOLE 70378 0 0 PROFRAC HLDG CORP CLASS A COM 74319N100 2687503 362686 SH SOLE 362686 0 0 SCHLUMBERGER LTD COM STK 806857108 12941474 274300 SH SOLE 274300 0 0 SEADRILL 2021 LTD COM G7997W102 6252409 121406 SH SOLE 121406 0 0 SHELL PLC SPON ADS 780259305 6438456 89200 SH SOLE 89200 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 11155073 1787672 SH SOLE 1787672 0 0 SIGMA LITHIUM CORPORATION COM 826599102 12020978 999250 SH SOLE 999250 0 0 SILVERBOW RES INC COM 82836G102 6151158 162600 SH SOLE 162600 0 0 SM ENERGY CO COM 78454L100 19793028 457854 SH SOLE 457854 0 0 STEM INC COM 85859N102 1752218 1578575 SH SOLE 1578575 0 0 SUNCOR ENERGY INC NEW COM 867224107 12046132 316113 SH SOLE 316113 0 0 SUNRUN INC COM 86771W105 5510014 464588 SH SOLE 464588 0 0 TARGA RES CORP COM 87612G101 12415422 96408 SH SOLE 96408 0 0 TC ENERGY CORP COM 87807B107 13066252 344756 SH SOLE 344756 0 0 TENARIS S A SPONSORED ADS 88031M109 9679998 317169 SH SOLE 317169 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 4288829 1239546 SH SOLE 1239546 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 4380876 65700 SH SOLE 65700 0 0 U S SILICA HLDGS INC COM 90346E103 565300 36589 SH SOLE 36589 0 0 UGI CORP NEW COM 902681105 4937194 215598 SH SOLE 215598 0 0 VEREN INC COM NEW 92340V107 7259838 920600 SH SOLE 920600 0 0 VIPER ENERGY INC CL A 927959106 29153304 776800 SH SOLE 776800 0 0 VISTRA CORP COM 92840M102 10929090 127112 SH SOLE 127112 0 0 VITAL ENERGY INC COM 516806205 3531816 78800 SH SOLE 78800 0 0