0001434997-22-000003.txt : 20220815 0001434997-22-000003.hdr.sgml : 20220815 20220815090031 ACCESSION NUMBER: 0001434997-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221162652 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 06-30-2022 06-30-2022 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 08-15-2022 0 78 728578 false INFORMATION TABLE 2 SIR_13F_06302022.xml 13F PUBLIC FILING 6.30.2022 AES CORP COM 00130H105 7558 359736 SH SOLE 359736 0 0 AIR PRODS & CHEMS INC COM 009158106 1900 7900 SH SOLE 7900 0 0 ANTERO RESOURCES CORP COM 03674X106 4236 138202 SH SOLE 138202 0 0 APA CORPORATION COM 03743Q108 4506 129100 SH SOLE 129100 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 5811 374175 SH SOLE 374175 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 2348 213252 SH SOLE 213252 0 0 AVIENT CORPORATION COM 05368V106 5299 132213 SH SOLE 132213 0 0 BLOOM ENERGY CORP COM CL A 093712107 561 34000 SH SOLE 34000 0 0 BP PLC SPONSORED ADR 055622104 23613 832900 SH SOLE 832900 0 0 BUNGE LIMITED COM G16962105 15989 176300 SH SOLE 176300 0 0 CABOT CORP COM 127055101 1614 25300 SH SOLE 25300 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 1882 48894 SH SOLE 48894 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 8999 1504836 SH SOLE 1504836 0 0 CHART INDS INC COM 16115Q308 1258 7513 SH SOLE 7513 0 0 CHEMOURS CO COM 163851108 1883 58800 SH SOLE 58800 0 0 CHENIERE ENERGY INC COM NEW 16411R208 32275 242613 SH SOLE 242613 0 0 CHESAPEAKE ENERGY CORP COM 165167735 34924 430624 SH SOLE 430624 0 0 CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 3 15000 SH SOLE 15000 0 0 CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 737 75000 SH SOLE 75000 0 0 CONOCOPHILLIPS COM 20825C104 20851 232172 SH SOLE 232172 0 0 CONTINENTAL RES INC COM 212015101 15775 241400 SH SOLE 241400 0 0 DARLING INGREDIENTS INC COM 237266101 19560 327094 SH SOLE 327094 0 0 DELEK US HLDGS INC NEW COM 24665A103 21246 822200 SH SOLE 822200 0 0 DIAMONDBACK ENERGY INC COM 25278X109 23588 194700 SH SOLE 194700 0 0 DUPONT DE NEMOURS INC COM 26614N102 4747 85400 SH SOLE 85400 0 0 ENERPLUS CORP COM 292766102 29955 2266700 SH SOLE 2266700 0 0 ENETI INC COM Y2294C107 1726 281100 SH SOLE 281100 0 0 ENI S P A SPONSORED ADR 26874R108 2893 121500 SH SOLE 121500 0 0 EQT CORP COM 26884L109 4042 117495 SH SOLE 117495 0 0 EXCELERATE ENERGY INC CL A COM 30069T101 9755 489733 SH SOLE 489733 0 0 FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 19 150000 SH SOLE 150000 0 0 FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2943 300000 SH SOLE 300000 0 0 HALLIBURTON CO COM 406216101 7692 245295 SH SOLE 245295 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2571 829194 SH SOLE 829194 0 0 HF SINCLAIR CORP COM 403949100 37211 823974 SH SOLE 823974 0 0 HUNTSMAN CORP COM 447011107 4173 147200 SH SOLE 147200 0 0 KINDER MORGAN INC DEL COM 49456B101 5256 313621 SH SOLE 313621 0 0 LAREDO PETROLEUM INC COM 516806205 2902 42100 SH SOLE 42100 0 0 LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 17088 2483785 SH SOLE 2483785 0 0 LIBERTY ENERGY INC COM CL A 53115L104 5152 403739 SH SOLE 403739 0 0 MARATHON OIL CORP COM 565849106 29606 1317008 SH SOLE 1317008 0 0 MASTEC INC COM 576323109 3597 50200 SH SOLE 50200 0 0 MATADOR RES CO COM 576485205 3928 84300 SH SOLE 84300 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 1631 240585 SH SOLE 240585 0 0 NEXTIER OILFIELD SOLUTIONS COM 65290C105 4896 514850 SH SOLE 514850 0 0 NOBLE CORP NEW SHS G6610J209 1653 65200 SH SOLE 65200 0 0 NUTRIEN LTD COM 67077M108 4901 61500 SH SOLE 61500 0 0 OASIS PETROLEUM INC COM NEW 674215207 3425 28152 SH SOLE 28152 0 0 OCEANEERING INTL INC COM 675232102 5334 499469 SH SOLE 499469 0 0 OLIN CORP COM PAR $1 680665205 10464 226100 SH SOLE 226100 0 0 OVINTIV INC COM 69047Q102 23311 527523 SH SOLE 527523 0 0 PBF ENERGY INC CL A 69318G106 24497 844129 SH SOLE 844129 0 0 PDC ENERGY INC COM 69327R101 13290 215711 SH SOLE 215711 0 0 PERIDOT ACQUISITION CORP II *W EXP 04/30/202 G7008B121 15 85396 SH SOLE 85396 0 0 PERIDOT ACQUISITION CORP II SHS CL A G7008B105 4440 452584 SH SOLE 452584 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 4786 463720 SH SOLE 463720 0 0 POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118 33 175000 SH SOLE 175000 0 0 POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100 3444 350000 SH SOLE 350000 0 0 PROFRAC HLDG CORP CLASS A COM 74319N100 4642 253500 SH SOLE 253500 0 0 PROPETRO HLDG CORP COM 74347M108 2298 229799 SH SOLE 229799 0 0 QUANTUMSCAPE CORP COM CL A 74767V109 3378 393300 SH SOLE 393300 0 0 RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 30 100000 SH SOLE 100000 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 3904 400000 SH SOLE 400000 0 0 SCHLUMBERGER LTD COM STK 806857108 1266 35400 SH SOLE 35400 0 0 SHELL PLC SPON ADS 780259305 18966 362700 SH SOLE 362700 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 2809 170440 SH SOLE 170440 0 0 SM ENERGY CO COM 78454L100 2966 86739 SH SOLE 86739 0 0 SUNCOR ENERGY INC NEW COM 867224107 22779 649533 SH SOLE 649533 0 0 SUNNOVA ENERGY INTL INC. 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