0001140361-12-047148.txt : 20121114 0001140361-12-047148.hdr.sgml : 20121114 20121114135832 ACCESSION NUMBER: 0001140361-12-047148 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121114 DATE AS OF CHANGE: 20121114 EFFECTIVENESS DATE: 20121114 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: 121203076 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: 9/30/2012 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 11/14/2012 --------------------------------- --------------------------------- ---------- [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: 59 Form 13F Information Table Value Total: $ 561,412 -------------- (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 ---------------------------- --------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- AMEREN CORP COM 023608102 2,296 70,264 SH SOLE 70,264 0 0 AMERICAN ELEC PWR INC COM 025537101 760 17,300 SH SOLE 17,300 0 0 ANADARKO PETE CORP COM 032511107 29,160 417,050 SH SOLE 417,050 0 0 BASIC ENERGY SVCS INC NEW COM 06985P100 3,128 278,800 SH SOLE 278,800 0 0 BONANZA CREEK ENERGY INC COM 097793103 4,197 178,147 SH SOLE 178,147 0 0 BP PLC SPONSORED ADR 055622104 12,013 283,600 SH SOLE 283,600 0 0 BERRY PETE CO CL A 085789105 6,257 154,000 SH SOLE 154,000 0 0 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 8,452 221,900 SH SOLE 221,900 0 0 COBALT INTL ENERGY INC COM 19075F106 13,327 598,435 SH SOLE 598,435 0 0 CONTINENTAL RESOURCES INC COM 212015101 14,450 187,900 SH SOLE 187,900 0 0 CANADIAN NAT RES LTD COM 136385101 7,414 240,800 SH SOLE 240,800 0 0 CABOT OIL & GAS CORP COM 127097103 3,067 68,300 SH SOLE 68,300 0 0 COMSTOCK RES INC COM NEW 205768203 7,946 432,300 SH SOLE 432,300 0 0 CARRIZO OIL & CO INC COM 144577103 1,973 78,900 SH SOLE 78,900 0 0 DRIL-QUIP INC COM 262037104 8,245 114,700 SH SOLE 114,700 0 0 ENERGEN CORP COM 29265N108 4,942 94,300 SH SOLE 94,300 0 0 EOG RES INC COM 26875P101 25,599 228,461 SH SOLE 228,461 0 0 EQT CORP COM 26884L109 19,210 325,600 SH SOLE 325,600 0 0 ENTERGY CORP NEW COM 29364G103 541 7,800 SH SOLE 7,800 0 0 F M C CORP COM NEW 302491303 3,362 60,700 SH SOLE 60,700 0 0 GOODRICH PETE CORP COM NEW 382410405 5,050 399,500 SH SOLE 399,500 0 0 GULFMARK OFFSHORE INC CL A NEW 402629208 202 6,100 SH SOLE 6,100 0 0 CHART INDS INC COM PAR $0.01 16115Q308 4,202 56,900 SH SOLE 56,900 0 0 HERCULES OFFSHORE INC COM 427093109 2,362 484,574 SH SOLE 484,574 0 0 HESS CORP COM 42809H107 32,012 595,900 SH SOLE 595,900 0 0 HOLLYFRONTIER CORP COM 436106108 7,639 185,100 SH SOLE 185,100 0 0 HORNBECK OFFSHORE SVCS INC N COM 440543106 6,337 172,900 SH SOLE 172,900 0 0 HELMERICH & PAYNE INC COM 423452101 17,415 365,795 SH SOLE 365,795 0 0 KBR INC COM 48242W106 1,983 66,500 SH SOLE 66,500 0 0 KEY ENERGY SVCS INC COM 492914106 4,230 604,300 SH SOLE 604,300 0 0 KODIAK OIL & GAS CORP COM 50015Q100 15,702 1,677,581 SH SOLE 1,677,581 0 0 LUFKIN INDS INC COM 549764108 2,643 49,100 SH SOLE 49,100 0 0 MARATHON PETE CORP COM 56585A102 27,309 500,265 SH SOLE 500,265 0 0 MARATHON OIL CORP COM 565849106 29,537 998,900 SH SOLE 998,900 0 0 MASTEC INC COM 576323109 1,271 64,500 SH SOLE 64,500 0 0 NOBLE ENERGY INC COM 655044105 16,382 176,700 SH SOLE 176,700 0 0 NATIONAL OILWELL VARCO INC COM 637071101 33,350 416,300 SH SOLE 416,300 0 0 NV ENERGY INC COM 67073Y106 742 41,200 SH SOLE 41,200 0 0 ONEOK INC NEW COM 682680103 2,295 47,500 SH SOLE 47,500 0 0 OCEAN RIG UDW INC COM Y64354205 245 15,000 SH SOLE 15,000 0 0 PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 1,768 177,362 SH SOLE 177,362 0 0 PG&E CORP COM 69331C108 703 16,472 SH SOLE 16,472 0 0 PPG INDS INC COM 693506107 3,560 31,000 SH SOLE 31,000 0 0 PPL CORP COM 69351T106 869 29,900 SH SOLE 29,900 0 0 PLAINS EXPL& PRODTN CO COM 726505100 8,442 225,300 SH SOLE 225,300 0 0 ROSETTA RESOURCES INC COM 777779307 2,849 59,500 SH SOLE 59,500 0 0 SCANA CORP NEW COM 80589M102 2,301 47,678 SH SOLE 47,678 0 0 SEADRILL LIMITED COM G7945E105 18,232 464,869 SH SOLE 464,869 0 0 SHAW GROUP INC COM 820280105 1,941 44,500 SH SOLE 44,500 0 0 SCHLUMBERGER LTD COM 806857108 31,601 436,900 SH SOLE 436,900 0 0 SM ENERGY CO COM 78454L100 22,556 416,850 SH SOLE 416,850 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 6,183 301,300 SH SOLE 301,300 0 0 STATOIL ASA SPONSORED ADR 85771P102 20,516 795,500 SH SOLE 795,500 0 0 SUNCOR ENERGY INC NEW COM 867224107 35,672 1,085,900 SH SOLE 1,085,900 0 0 TIDEWATER INC COM 886423102 485 10,000 SH SOLE 10,000 0 0 UNIT CORP COM 909218109 7,275 175,300 SH SOLE 175,300 0 0 VALSPAR CORP COM 920355104 3,422 61,000 SH SOLE 61,000 0 0 W & T OFFSHORE INC COM 92922P106 456 24,300 SH SOLE 24,300 0 0 CIMAREX ENERGY CO COM 171798101 5,334 91,100 SH SOLE 91,100 0 0