0001140361-12-036871.txt : 20120814 0001140361-12-036871.hdr.sgml : 20120814 20120814140514 ACCESSION NUMBER: 0001140361-12-036871 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120630 FILED AS OF DATE: 20120814 DATE AS OF CHANGE: 20120814 EFFECTIVENESS DATE: 20120814 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: 121031651 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: 6/30/2012 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: /s/ Ben Fooshee New York, New York 8/14/2012 --------------------------------- --------------------------------- ---------- [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: 68 Form 13F Information Table Value Total: $ 436,258 -------------- (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 ------------------------------ -------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- ARCH COAL INC COM 039380100 5,126 744,000 SH SOLE 744,000 0 0 APACHE CORP COM 037411105 9,685 110,200 SH SOLE 110,200 0 0 ANADARKO PETE CORP COM 032511107 17,950 271,150 SH SOLE 271,150 0 0 ASHLAND INC NEW COM 044209104 4,387 63,300 SH SOLE 63,300 0 0 BONANZA CREEK ENERGY INC COM 097793103 2,054 123,500 SH SOLE 123,500 0 0 BAYTEX ENERGY CORP COM 07317Q105 1,976 46,900 SH SOLE 46,900 0 0 BABCOCK & WILCOX CO NEW COM 05615F102 1,041 42,500 SH SOLE 42,500 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 30,140 705,700 SH SOLE 705,700 0 0 COBALT INTL ENERGY INC COM 19075F106 9,725 413,835 SH SOLE 413,835 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 2,530 149,600 SH SOLE 149,600 0 0 CONTINENTAL RESOURCES INC COM 212015101 11,399 171,100 SH SOLE 171,100 0 0 CONSOL ENERGY INC COM 20854P109 6,949 229,800 SH SOLE 229,800 0 0 CABOT OIL & GAS CORP COM 127097103 14,125 358,500 SH SOLE 358,500 0 0 COMSTOCK RES INC COM NEW 205768203 4,630 282,000 SH SOLE 282,000 0 0 CHEVRON CORP NEW COM 166764100 14,543 137,850 SH SOLE 137,850 0 0 CONCHO RES INC COM 20605P101 2,579 30,300 SH SOLE 30,300 0 0 DOMINION RES INC VA NEW COM 25746U109 913 16,900 SH SOLE 16,900 0 0 ENI S P A SPONSORED ADR 26874R108 7,224 169,900 SH SOLE 169,900 0 0 ENERGEN CORP COM 29265N108 5,912 131,000 SH SOLE 131,000 0 0 EASTMAN CHEM CO COM 277432100 6,478 128,600 SH SOLE 128,600 0 0 ENBRIDGE INC COM 29250N105 2,507 62,800 SH SOLE 62,800 0 0 EOG RES INC COM 26875P101 18,307 203,161 SH SOLE 203,161 0 0 EQT CORP COM 26884L109 804 15,000 SH SOLE 15,000 0 0 ENSCO PLC SHS CLASS A G3157S106 6,294 134,000 SH SOLE 134,000 0 0 EXELON CORP COM 30161N101 760 20,200 SH SOLE 20,200 0 0 FORUM ENERGY TECHNOLOGIES IN COM 34984V100 5,192 263,700 SH SOLE 263,700 0 0 F M C CORP COM NEW 302491303 545 10,200 SH SOLE 10,200 0 0 GOODRICH PETE CORP COM NEW 382410405 5,422 391,200 SH SOLE 391,200 0 0 HALLIBURTON CO COM 406216101 5,863 206,500 SH SOLE 206,500 0 0 HERCULES OFFSHORE INC COM 427093109 8,661 2,446,718 SH SOLE 2,446,718 0 0 HESS CORP COM 42809H107 19,618 451,500 SH SOLE 451,500 0 0 HOLLYFRONTIER CORP COM 436106108 5,453 153,900 SH SOLE 153,900 0 0 HELMERICH & PAYNE INC COM 423452101 3,183 73,200 SH SOLE 73,200 0 0 KEY ENERGY SVCS INC COM 492914106 3,666 482,400 SH SOLE 482,400 0 0 KODIAK OIL & GAS CO COM 50015Q100 2,622 319,386 SH SOLE 319,386 0 0 MARATHON PETE CORP COM 56585A102 9,836 218,965 SH SOLE 218965 0 0 MARATHON OIL CORP COM 565849106 16,252 635,600 SH SOLE 635,600 0 0 NOBLE ENERGY INC COM 655044105 10,899 128,500 SH SOLE 128,500 0 0 NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 13,898 427,250 SH SOLE 427,250 0 0 NISOURCE INC COM 65473P105 3,289 132,897 SH SOLE 132,897 0 0 NORTHERN OIL & GAS INC NEV COM 665531109 5,209 326,800 SH SOLE 326,800 0 0 NV ENERGY INC COM 67073Y106 738 42,000 SH SOLE 42,000 0 0 OASIS PETE INC NEW COM 674215108 1,318 54,500 SH SOLE 54,500 0 0 OCEANEERING INTL INC COM 675232102 6,710 140,200 SH SOLE 140,200 0 0 OIL STS INTL INC COM 678026105 3,277 49,500 SH SOLE 49,500 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 798 9,300 SH SOLE 9,300 0 0 PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 1,097 128,962 SH SOLE 128,962 0 0 PDC ENERGY INC COM 69327R101 3,375 137,630 SH SOLE 137,630 0 0 PINNACLE WEST CAP CORP COM 723484101 3,001 58,000 SH SOLE 58,000 0 0 PPG INDS INC COM 693506107 5,805 54,700 SH SOLE 54,700 0 0 PPL CORP COM 69351T106 501 18,000 SH SOLE 18,000 0 0 PATTERSON UTI ENERGY INC COM 703481101 1,297 89,100 SH SOLE 89,100 0 0 QUANTA SVCS INC COM 74762E102 1,305 54,200 SH SOLE 54,200 0 0 PLAINS EXPLORATION & PRODUCTIO COM 726505100 4,528 128,700 SH SOLE 128,700 0 0 QEP RES INC COM 74733V100 6,968 232,511 SH SOLE 232,511 0 0 TRANSOCEAN LTD REG SHS H8817H100 246 5,500 SH SOLE 5,500 0 0 ROSETTA RESOURCES INC COM 777779307 3,237 88,400 SH SOLE 88,400 0 0 RANGE RES CORP COM 75281A109 829 13,400 SH SOLE 13,400 0 0 SCHLUMBERGER LTD COM 806857108 3,271 50,400 SH SOLE 50,400 0 0 SM ENERGY CO COM 78454L100 16,567 337,350 SH SOLE 337,350 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 ------------------------------ -------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- SOUTHERN CO COM 842587107 495 10,700 SH SOLE 10,700 0 0 STATOIL ASA SPONSORED ADR 85771P102 7,301 306,000 SH SOLE 306,000 0 0 QUESTAR CORP COM 748356102 2,987 143,200 SH SOLE 143,200 0 0 SUNCOR ENERGY INC NEW COM 867224107 28,516 985,000 SH SOLE 985,000 0 0 TIDEWATER INC COM 886423102 14,650 316,000 SH SOLE 316,000 0 0 TESORO CORP COM 881609101 1,176 47,100 SH SOLE 47,100 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 391 54,900 SH SOLE 54,900 0 0 WHITING PETE CORP NEW COM 966387102 8,228 200,100 SH SOLE 200,100 0 0