0000929638-12-000453.txt : 20120515 0000929638-12-000453.hdr.sgml : 20120515 20120515153105 ACCESSION NUMBER: 0000929638-12-000453 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120515 DATE AS OF CHANGE: 20120515 EFFECTIVENESS DATE: 20120515 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: 12844096 BUSINESS ADDRESS: STREET 1: 620 8TH AVENUE, 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10018 BUSINESS PHONE: 212-993-7092 MAIL ADDRESS: STREET 1: 620 8TH AVENUE, 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10018 13F-HR 1 form13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 30, 2012 Check here if Amendment []; Amendment Number: ------- This Amendment (Check only one.): [] is a restatement. [] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: SIR Capital Management, L.P. Address: 620 Eighth Avenue 22nd Floor New York, New York 10018 Form 13F File Number: 028-13426 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Persons Signing this Report on Behalf of Reporting Manager: Name: Ben Fooshee Title: Chief Operating Officer Phone: (212) 993-7090 Signature, Place, and Date of Signing: New York, NY May 15, 2012 --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 63 Form 13F Information Table Value Total: $ 665,150 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE

FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------------ ------------- --------- -------------- ----------------- ------------ -------------- --------------- NAME OF ISSUER TITLE OF CLASS CUSIP VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER SOLE SHARED NONE (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS ------------------------------ ------------- --------- -------------- ----------------- ------------ -------------- --------------- AIR PRODS & CHEMS INC COM 009158106 2,010 21,900 SH SOLE 21,900 ANADARKO PETE CORP COM 032511107 29,812 380,550 SH SOLE 380,550 ATWOOD OCEANICS INC COM 050095108 1,818 40,500 SH SOLE 40,500 BONANZA CREEK ENERGY INC COM 097793103 538 24,600 SH SOLE 24,600 CAMERON INTERNATIONAL CORP COM 13342B105 9,710 183,800 SH SOLE 183,800 CANADIAN NAT RES LTD COM 136385101 34,887 1,051,450 SH SOLE 1,051,450 CELANESE CORP COM SER A 150870103 4,535 98,200 SH SOLE 98,200 CHEVRON CORP NEW COM 166764100 24,514 228,650 SH SOLE 228,650 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 14,153 327,700 SH SOLE 327,700 CGG VERITAS SPONSORED ADR 204386106 342 11,500 SH SOLE 11,500 COBALT INTL ENERGY INC COM 19075F106 19,614 653,135 SH SOLE 653,135 COMSTOCK RES INC COM NEW 205768203 6,598 416,800 SH SOLE 416,800 CONSOL ENERGY INC COM 20854P109 8,252 242,000 SH SOLE 242,000 CSX CORP COM 126408103 1,444 67,100 SH SOLE 67,100 CYTEC INDS INC COM 232820100 3,331 54,800 SH SOLE 54,800 DEVON ENERGY CORP NEW COM 25179M103 27,509 386,800 SH SOLE 386,800 DIAMOND OFFSHORE DRILLING IN COM 25271C102 1,549 23,200 SH SOLE 23,200 DRIL-QUIP INC COM 262037104 4,233 65,100 SH SOLE 65,100 DU PONT E I DE NEMOURS & CO COM 263534109 3,862 73,000 SH SOLE 73,000 EASTMAN CHEM CO COM 277432100 2,491 48,200 SH SOLE 48,200 ENERGEN CORP COM 29265N108 11,560 235,200 SH SOLE 235,200 ENSCO PLC SPONSORED ADR 29358Q109 27,726 523,830 SH SOLE 523,830 EOG RES INC COM 26875P101 27,603 248,450 SH SOLE 248,450 EQT CORP COM 26884L109 3,061 63,500 SH SOLE 63,500 FLUOR CORP NEW COM 343412102 4,395 73,200 SH SOLE 73,200 GOODRICH PETE CORP COM NEW 382410405 1,830 96,199 SH SOLE 96,199 GULFMARK OFFSHORE INC CL A 402629208 248 5,400 SH SOLE 5,400 GULFPORT ENERGY CORP COM NEW 402635304 1,340 46,000 SH SOLE 46,000 HELMERICH & PAYNE INC COM 423452101 16,174 299,800 SH SOLE 299,800 HERCULES OFFSHORE INC COM 427093109 252 53,300 SH SOLE 53,300 HESS CORP COM 42809H107 30,409 515,850 SH SOLE 515,850 HOLLYFRONTIER CORP COM 436106108 7,787 242,200 SH SOLE 242,200 KBR INC COM 48242W106 2,869 80,700 SH SOLE 80,700 KEY ENERGY SVCS INC COM 492914106 11,574 749,100 SH SOLE 749,100 KODIAK OIL & GAS CORP COM 50015Q100 3,175 318,786 SH SOLE 318,786 LONE PINE RES INC COM 54222A106 268 41,200 SH SOLE 41,200 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,004 45,900 SH SOLE 45,900 MARATHON OIL CORP COM 565849106 19,248 607,200 SH SOLE 607,200 MARATHON PETE CORP COM 56585A102 4,125 95,144 SH SOLE 95,144 MASTEC INC COM 576323109 1,576 87,118 SH SOLE 87,118 NATIONAL OILWELL VARCO INC COM 637071101 24,127 303,600 SH SOLE 303,600 NISOURCE INC COM 65473P105 4,088 167,900 SH SOLE 167,900 NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 38,041 1,015,250 SH SOLE 1,015,250 OCCIDENTAL PETE CORP DEL COM 674599105 27,026 283,800 SH SOLE 283,800 OCEANEERING INTL INC COM 675232102 12,486 231,700 SH SOLE 231,700 OIL STS INTL INC COM 678026105 17,540 224,700 SH SOLE 224,700 PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 4,395 434,300 SH SOLE 434,300 PEABODY ENERGY CORP COM 704549104 501 17,300 SH SOLE 17,300 PETROLEUM DEV CORP COM 716578109 7,315 197,230 SH SOLE 197,230 PPG INDS INC COM 693506107 7,377 77,000 SH SOLE 77,000 QUANTA SVCS INC COM 74762E102 2,495 119,400 SH SOLE 119,400 RANGE RES CORP COM 75281A109 6,831 117,500 SH SOLE 117,500 SM ENERGY CO COM 78454L100 30,265 427,650 SH SOLE 427,650 STONE ENERGY CORP COM 861642106 7,076 247,497 SH SOLE 247,497 SUNCOR ENERGY INC NEW COM 867224107 55,155 1,686,700 SH SOLE 1,686,700 SUPERIOR ENERGY SVCS INC COM 868157108 3,775 143,200 SH SOLE 143,200 SWIFT ENERGY CO COM 870738101 12,898 444,298 SH SOLE 444,298 TRANSOCEAN LTD REG SHS H8817H100 1,986 36,300 SH SOLE 36,300 W & T OFFSHORE INC COM 92922P106 323 15,300 SH SOLE 15,300 WALTER ENERGY INC COM 93317Q105 5,726 96,700 SH SOLE 96,700 WHITING PETE CORP NEW COM 966387102 5,924 109,100 SH SOLE 109,100 WILLIAMS COS INC DEL COM 969457100 4,640 150,600 SH SOLE 150,600 WPX ENERGY INC COM 98212B103 6,734 373,900 SH SOLE 373,900