SIR CAPITAL MANAGEMENT, L.P. Information

620 8TH AVENUE, 22ND FLOOR, NEW YORK, New York, 10018, (212) 993-7092

Report Date: 06/30/2014

Position Statistics

Total Positions 85
New Positions 28
Increased Positions 49
Decreased Positions 36
Positions with Activity 85
Sold Out Positions 20
Total Mkt Value (in $ millions) 702

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 8.95%
Capital Goods 3.21%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 68.45%
Financial
Healthcare
Services
Technology
Transportation
Utilities 13.04%

85 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HESS CORP COM 49,869 6,163 14.10 511,420
SUNCOR ENERGY INC NEW COM 38,446 -22,636 (37.06) 999,900
HALLIBURTON CO COM 32,876 9,132 38.46 494,300
CIMAREX ENERGY CO COM 32,034 15,401 92.59 239,831
WILLIAMS COS INC DEL COM 30,625 -5,219 (14.56) 542,800
AMERICAN ELEC PWR INC COM 30,204 7,012 30.23 566,900
EOG RES INC COM 29,819 8,485 39.78 285,700
BAKER HUGHES INC COM 27,259 18,771 221.15 402,400
DEVON ENERGY CORP NEW COM 21,305 21,305 New 300,200
EDISON INTL COM 19,152 16,841 728.86 330,713
ATHLON ENERGY INC COM 17,779 10,698 151.06 389,900
PATTERSON UTI ENERGY INC COM 17,415 4,894 39.09 526,600
SPECTRA ENERGY CORP COM 17,171 17,171 New 424,600
NEWFIELD EXPL CO COM 14,301 3,751 35.55 370,600
PRECISION DRILLING CORP COM 2010 13,503 3,701 37.75 1,217,600
WESTERN REFNG INC COM 13,128 13,128 New 299,800
CMS ENERGY CORP COM 13,071 -5,637 (30.13) 441,293
MARATHON PETE CORP COM 12,791 8,049 169.72 144,300
EQT CORP COM 12,329 -9,908 (44.56) 131,900
U S SILICA HLDGS INC COM 11,985 -3,542 (22.81) 171,900