0001140361-12-007962.txt : 20120214
0001140361-12-007962.hdr.sgml : 20120214
20120214144020
ACCESSION NUMBER: 0001140361-12-007962
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20111231
FILED AS OF DATE: 20120214
DATE AS OF CHANGE: 20120214
EFFECTIVENESS DATE: 20120214
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: 12607969
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
NONE
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 12/31/2011
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:
/s/ Ben Fooshee New York, NY 2/14/2012
--------------------------------- --------------------------------- ----------
[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: 64
Form 13F Information Table Value Total: $ 556,811
--------------
(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
---------------------------- --------------- --------- -------- ------------------ ---------- -------- ---------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
---------------------------- --------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ----
ANADARKO PETE CORP COM 032511107 15,877 208,000 SH SOLE 208,000 0 0
ATWOOD OCEANICS INC COM 050095108 1,007 25,300 SH SOLE 25,300 0 0
BARRETT BILL CORP COM 06846N104 5,275 154,820 SH SOLE 154,820 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 7,167 145,700 SH SOLE 145,700 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 503 13,300 SH SOLE 13,300 0 0
COBALT INTL ENERGY INC COM 19075F106 6,983 449,918 SH SOLE 449,918 0 0
CANADIAN NAT RES LTD COM 136385101 13,016 348,300 SH SOLE 348,300 0 0
CABOT OIL & GAS CORP COM 127097103 3,784 49,851 SH SOLE 49,851 0 0
CARBO CERAMICS INC COM 140781105 1,455 11,800 SH SOLE 11,800 0 0
CHEVRON CORP NEW COM 166764100 2,969 27,900 SH SOLE 27,900 0 0
CYTEC INDS INC COM 232820100 2,250 50,400 SH SOLE 50,400 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 2,973 53,800 SH SOLE 53,800 0 0
DRESSER-RAND GROUP INC COM 261608103 8,100 162,300 SH SOLE 162,300 0 0
DYCOM INDS INC COM 267475101 249 11,900 SH SOLE 11,900 0 0
ENERGEN CORP COM 29265N108 16,095 321,900 SH SOLE 321,900 0 0
F M C CORP COM NEW 302491303 4,465 51,900 SH SOLE 51,900 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,683 80,200 SH SOLE 80,200 0 0
CHART INDS INC COM PAR $0.01 16115Q308 3,796 70,200 SH SOLE 70,200 0 0
HERCULES OFFSHORE INC COM 427093109 2,347 528,600 SH SOLE 528,600 0 0
HESS CORP COM 42809H107 32,643 574,700 SH SOLE 574,700 0 0
HOLLYFRONTIER CORP COM 436106108 16,649 711,500 SH SOLE 711,500 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 3,823 94,200 SH SOLE 94,200 0 0
KBR INC COM 48242W106 10,279 368,805 SH SOLE 368,805 0 0
KEY ENERGY SVCS INC COM 492914106 927 59,900 SH SOLE 59,900 0 0
KODIAK OIL & GAS CORP COM 50015Q100 5,218 549,300 SH SOLE 549,300 0 0
LAREDO PETE HLDGS INC COM 516806106 1,259 56,470 SH SOLE 56,470 0 0
LONE PINE RES INC COM 54222A106 327 46,600 SH SOLE 46,600 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,620 142,200 SH SOLE 142,200 0 0
MARATHON PETE CORP COM 56585A102 18,471 554,858 SH SOLE 554,858 0 0
MARATHON OIL CORP COM 565849106 19,456 664,700 SH SOLE 664,700 0 0
NOBLE ENERGY INC COM 655044105 20,115 213,100 SH SOLE 213,100 0 0
NABORS INDUSTRIES LTD SHS G6359F103 20,166 1,163,000 SH SOLE 1,163,000 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 6,234 206,295 SH SOLE 206,295 0 0
NISOURCE INC COM 65473P105 1,391 58,400 SH SOLE 58,400 0 0
NATIONAL OILWELL VARCO INC COM 637071101 8,614 126,700 SH SOLE 126,700 0 0
OASIS PETE INC NEW COM 674215108 14,816 509,300 SH SOLE 509,300 0 0
OCEANEERING INTL INC COM 675232102 27,024 585,829 SH SOLE 585,829 0 0
OIL STS INTL INC COM 678026105 6,774 88,700 SH SOLE 88,700 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 38,398 409,800 SH SOLE 409,800 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 4,218 453,600 SH SOLE 453,600 0 0
PRECISION DRILLING CORP COM 2010 74022D308 9,270 903,500 SH SOLE 903,500 0 0
QEP RES INC COM 74733V100 3,044 103,900 SH SOLE 103,900 0 0
ROBBINS & MYERS INC COM 770196103 1,796 37,000 SH SOLE 37,000 0 0
ROWAN COS INC COM 779382100 2,172 71,600 SH SOLE 71,600 0 0
ROSETTA RESOURCES INC COM 777779307 7,739 177,900 SH SOLE 177,900 0 0
SANDRIDGE ENERGY INC COM 80007P307 497 60,900 SH SOLE 60,900 0 0
SEADRILL LIMITED SHS G7945E105 504 15,200 SH SOLE 15,200 0 0
SWIFT ENERGY CO COM 870738101 12,734 428,467 SH SOLE 428,467 0 0
STONE ENERGY CORP COM 861642106 9,747 369,486 SH SOLE 369,486 0 0
SM ENERGY CO COM 78454L100 20,256 277,100 SH SOLE 277,100 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,399 49,200 SH SOLE 49,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 63,178 2,191,400 SH SOLE 2,191,400 0 0
TIDEWATER INC COM 886423102 6,764 137,200 SH SOLE 137,200 0 0
TALISMAN ENERGY INC COM 87425E103 21,494 1,685,819 SH SOLE 1,685,819 0 0
TOTAL S A SPONSORED ADR 89151E109 5,418 106,000 SH SOLE 106,000 0 0
TARGA RES CORP COM 87612G101 4,606 113,191 SH SOLE 113,191 0 0
TENARIS S A SPONSORED ADR 88031M109 9,871 265,500 SH SOLE 265,500 0 0
TETRA TECH INC NEW COM 88162G103 488 22,600 SH SOLE 22,600 0 0
VANTAGE DRILLING COMPANY ORD SHS G93205113 498 429,680 SH SOLE 429,680 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 1,360 92,900 SH SOLE 92,900 0 0
FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
---------------------------- --------------- --------- -------- ------------------ ---------- -------- ---------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
---------------------------- --------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ----
WHITING PETE CORP NEW COM 966387102 2,124 45,500 SH SOLE 45,500 0 0
WESTERN REFNG INC COM 959319104 804 60,500 SH SOLE 60,500 0 0
WPX ENERGY INC COM 98212B103 3,470 191,000 SH SOLE 191,000 0 0
EXXON MOBIL CORP COM 30231G102 4,162 49,100 SH SOLE 49,100 0 0