SIR CAPITAL MANAGEMENT, L.P. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 88
New Positions 29
Increased Positions 41
Decreased Positions 47
Positions with Activity 88
Sold Out Positions 37
Total Mkt Value (in $ millions) 536

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

Sector Weighting

Basic Materials 9.23%
Capital Goods 0.6%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 69.34%
Financial
Healthcare
Services
Technology
Transportation
Utilities 17.64%

88 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEWFIELD EXPL CO COM 39,450 16,918 75.08 1,011,787
SUNCOR ENERGY INC NEW COM 31,009 2,159 7.48 962,400
CONCHO RES INC COM 28,808 28,808 New 231,200
SM ENERGY CO COM 24,973 16,624 199.13 444,200
CONTINENTAL RESOURCES INC COM 23,919 23,919 New 463,100
DEVON ENERGY CORP NEW COM 22,248 12,062 118.41 324,262
STATOIL ASA SPONSORED ADR 17,819 17,819 New 847,700
CAMERON INTERNATIONAL CORP COM 15,465 15,465 New 283,500
KINDER MORGAN INC DEL COM 13,711 13,711 New 317,900
PATTERSON UTI ENERGY INC COM 13,456 7,776 136.89 599,100
EXXON MOBIL CORP COM 13,248 13,248 New 149,100
PDC ENERGY INC COM 13,197 5,930 81.59 232,800
GRACE W R & CO DEL NEW COM 13,091 13,091 New 134,500
SHERWIN WILLIAMS CO COM 12,866 -1,975 (13.31) 45,600
OIL STS INTL INC COM 12,842 4,387 51.89 273,400
NEXTERA ENERGY INC COM 12,460 12,460 New 122,300
ENBRIDGE INC COM 12,321 12,321 New 236,300
PPG INDS INC COM 11,497 11,497 New 51,200
MARATHON OIL CORP COM 11,053 -17,120 (60.77) 359,200
CHESAPEAKE ENERGY CORP COM 10,868 10,868 New 657,100