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) 718

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

Sector Weighting

Basic Materials 8.75%
Capital Goods 2.93%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 69.34%
Financial
Healthcare
Services
Technology
Transportation
Utilities 12.76%

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 51,178 6,324 14.10 511,420
SUNCOR ENERGY INC NEW COM 39,956 -23,524 (37.06) 999,900
HALLIBURTON CO COM 33,780 9,383 38.46 494,300
CIMAREX ENERGY CO COM 32,389 15,571 92.59 239,831
WILLIAMS COS INC DEL COM 31,656 -5,395 (14.56) 542,800
EOG RES INC COM 30,624 8,715 39.78 285,700
AMERICAN ELEC PWR INC COM 29,932 6,948 30.23 566,900
BAKER HUGHES INC COM 27,641 19,034 221.15 402,400
DEVON ENERGY CORP NEW COM 22,485 22,485 New 300,200
EDISON INTL COM 19,287 16,960 728.86 330,713
SPECTRA ENERGY CORP COM 17,383 17,383 New 424,600
PATTERSON UTI ENERGY INC COM 17,043 4,790 39.09 526,600
ATHLON ENERGY INC COM 16,754 10,081 151.06 389,900
NEWFIELD EXPL CO COM 15,747 4,130 35.55 370,600
PRECISION DRILLING CORP COM 2010 14,502 3,974 37.75 1,217,600
WESTERN REFNG INC COM 14,106 14,106 New 299,800
CMS ENERGY CORP COM 13,265 -5,720 (30.13) 441,293
MARATHON PETE CORP COM 12,996 8,177 169.72 144,300
EQT CORP COM 12,525 -10,066 (44.56) 131,900
TESORO CORP COM 12,310 12,310 New 192,400