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Disclosery

13F-HR filed by SIR Capital Management, L.P.

SIR Capital Management, L.P. filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-15, with 68 holding rows worth $993,174,595.

Accession
0001434997-24-000002
Filer
CIK 1434997
Filed
2024-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 68 entries on the cover page, a total value of $993,174,595 stated on the cover page (in dollars after the unit check, H1), rows summing to $993,174,595 with VALUE read as dollars as filed, 13F file number 028-13426. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
KINDER MORGAN INC DEL COM49456B101Stock2,768,414$50,772,713dollars as filed
MARATHON OIL CORP565849106COM1,762,171$49,939,926dollars as filed
ENERPLUS CORP292766102COM2,380,100$46,760,458dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock1,083,990$36,313,665dollars as filed
CENOVUS ENERGY INC15135U109COM1,738,900$34,760,611dollars as filed
COTERRA ENERGY INC COM127097103Stock1,236,100$34,462,468dollars as filed
TARGA RES CORP COM87612G101Stock255,059$28,564,057dollars as filed
MARATHON PETE CORP COM56585A102Stock141,661$28,544,692dollars as filed
ARRAY TECHNOLOGIES, INC.04271T100COM SHS1,802,431$26,874,246dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock1,496,870$26,434,724dollars as filed
ANTERO RESOURCES CORP COM03674X106Stock905,375$26,255,875dollars as filed
ENLINK MIDSTREAM LLC29336T100COM UNIT REP LTD1,892,666$25,815,964dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock249,356$25,504,132dollars as filed
ONEOK INC NEW682680103COM305,408$24,484,559dollars as filed
SHOALS TECHNOLOGIES GROUP INC CL A82489W107Stock2,162,045$24,171,663dollars as filed
VIPER ENERGY INC927959106CL A613,900$23,610,594dollars as filed
CIVITAS RESOURCES INC COM NEW17888H103Stock296,000$22,469,360dollars as filed
PATTERSON-UTI ENERGY INC703481101COM1,723,411$20,577,527dollars as filed
SUNRUN INC86771W105COM1,555,876$20,506,446dollars as filed
PEMBINA PIPELINE CORP COM706327103Stock570,900$20,151,147dollars as filed
DELEK US HLDGS INC NEW COM24665A103Stock638,399$19,624,385dollars as filed
GULFPORT ENERGY CORP COMMON SHARES402635502Stock117,049$18,741,886dollars as filed
FLUENCE ENERGY INC34379V103COM CL A1,042,271$18,072,979dollars as filed
NORTHERN OIL & GAS INC COM665531307Stock439,984$17,458,565dollars as filed
BAYTEX ENERGY CORP COM07317Q105Stock4,819,326$17,433,636dollars as filed
AES CORP COM00130H105Stock872,722$15,647,905dollars as filed
FIRST SOLAR INC COM336433107Stock92,685$15,645,228dollars as filed
DIAMOND OFFSHORE DRILLING IN25271C201COM1,029,617$14,043,976dollars as filed
PBF ENERGY INC69318G106CL A242,651$13,969,418dollars as filed
U S SILICA HLDGS INC90346E103COM1,092,427$13,557,019dollars as filed
SIGMA LITHIUM CORPORATION COM826599102Stock998,763$12,943,968dollars as filed
MATADOR RES CO COM576485205Stock191,900$12,813,163dollars as filed
CRESCENT PT ENERGY CORP22576C101COM1,561,400$12,772,471dollars as filed
NISOURCE INC COM65473P105Stock404,500$11,188,470dollars as filed
HALLIBURTON CO COM406216101Stock273,200$10,769,544dollars as filed
EXCELERATE ENERGY INC CL A COM30069T101Stock655,642$10,503,385dollars as filed
CHEMOURS CO COM163851108Stock393,381$10,330,185dollars as filed
MASTEC INC COM576323109Stock107,088$9,985,956dollars as filed
NOV INC62955J103COM503,600$9,830,272dollars as filed
PROFRAC HLDG CORP74319N100CLASS A COM1,175,596$9,827,983dollars as filed
HELIX ENERGY SOLUTIONS GRP INC COM42330P107Stock898,580$9,740,607dollars as filed
NEXTDECADE CORP65342K105COM1,662,309$9,441,915dollars as filed
SM ENERGY COMPANY COM78454L100Stock187,100$9,326,935dollars as filed
CHART INDS INC16115Q308COM55,716$9,177,540dollars as filed
TXNM ENERGY INC COM69349H107Stock211,700$7,968,388dollars as filed
PRECISION DRILLING CORP COM NEW74022D407Stock108,478$7,298,339dollars as filed
NOBLE CORP PLC ORD SHS AG65431127Stock140,600$6,817,694dollars as filed
CLEAN ENERGY FUELS CORP184499101COMMON STOCK2,517,929$6,748,050dollars as filed
SILVERBOW RES INC82836G102COM192,700$6,578,778dollars as filed
SHELL PLC SPON ADS780259305ADR86,400$5,792,256dollars as filed
TETRA TECHNOLOGIES INC DEL88162F105COM1,146,046$5,076,984dollars as filed
BP PLC SPONSORED ADR055622104ADR122,600$4,619,568dollars as filed
MURPHY OIL CORP COM626717102Stock89,400$4,085,580dollars as filed
XCELENERGY INC98389B100COM71,500$3,843,125dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS53,600$3,689,288dollars as filed
HESS MIDSTREAM LP428103105CL A SHS100,000$3,613,000dollars as filed
EXPRO GROUP HOLDINGS NVN3144W105COMMON STOCK142,773$2,851,177dollars as filed
AIR PRODS & CHEMS INC009158106COM11,249$2,725,295dollars as filed
HELMERICH & PAYNE INC423452101COM62,300$2,620,338dollars as filed
CABOT CORP127055101COM17,763$1,637,749dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock8,800$1,419,264dollars as filed
EVGO INC30052F100CL A COM541,800$1,359,918dollars as filed
OPAL FUELS INC68347P103CLASS A COM220,109$1,104,947dollars as filed
STEM INC85859N102COM369,700$809,643dollars as filed
EQT CORP COM26884L109Stock20,200$748,814dollars as filed
MONTAUK RENEWABLES INC61218C103COMMON STOCK170,528$709,396dollars as filed
SEADRILL LIMITEDG7997W102COMMON STOCK13,733$690,770dollars as filed
BLOOM ENERGY CORP093712107COM48,400$544,016dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001434997-24-000002this filing2024-05-15acceptance time not in the bulk data set