SIR CAPITAL MANAGEMENT, L.P.

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SIR Capital Management is based out of New York. SIR Capital Management is a hedge fund with 6 clients and discretionary assets under management (AUM) of $1,921,165,166 (Form ADV from 2022-07-27). Their last reported 13F filing for Q3 2022 included $592,494,000 in managed 13F securities and a top 10 holdings concentration of 37.25%. SIR Capital Management's largest holding is BP Plc ADR (British Petroleum) with shares held of 998,900. SIR Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 56 13F filings, and 3 13G filings

09/30/2022

13F Activity

  • Market Value $592.494 Million
  • Prior Market Value $728.578 Million
  • New Purchases13 stocks
  • Additional Purchases21 stocks
  • Sold out of16 stocks
  • Reduced holdings in30 stocks
  • Top 10 Holdings % 37.25 %
  • Turnover % [1]:38.67%
  • Turnover Alt % [2]: 23.15 %
  • Time Held Top20:2.50 quarters
  • Time Held Top10:1.20 quarters
  • Time Held All:4.28 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: 16.22%
Performance Last 4 Quarters: 71.91%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SIR CAPITAL MANAGEMENT L.P.
Classified as Hedge Fund
640 8TH AVENUE 34TH FLOOR
NEW YORK NY    10036
Country: United States

Business Phone: 212-993-7100
Fax: 212-993-7122
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 15
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 6
Amount of client funds and securities by related persons: 1,921,170,000
Total Number of clients from related persons: 4
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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SIR CAPITAL MANAGEMENT L.P.

ownership team - last updated 2022-07-27
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
STANDARD INVESTMENT RESEARCH HEDGED EQUITY MASTER FUND, LTD Cayman Islands 805-1180303359 Hedge Fund 1,809,187,650 5,000,000 Master Fund
STANDARD INVESTMENT RESEARCH ENERGY OPPORTUNITIES MASTER FUND LTD Cayman Islands 805-1851391124 Hedge Fund 111,977,516 0 Master Fund
STANDARD INVESTMENT RESEARCH SPV HOLDINGS, LLC - SERIES 1 United States 805-9084837943 Hedge Fund 128,332,139 1,000,000

SIR CAPITAL MANAGEMENT L.P.

ownership team - last updated 2022-03-29
Name Title Start Date Direct/Indirect % Ownership
SIR MANAGEMENT GP LLC GENERAL PARTNER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. GENERAL PARTNER direct 2007-07-01
MADDI, VINCENT, STEPHEN PORTFOLIO MANAGER 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
FOOSHEE, BENJAMIN, DEAN CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 01/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-01-01
BRENNAN, SHAWN, MICHAEL PORTFOLIO MANAGER 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
BRENNAN, SHAWN, MICHAEL TRUSTEE/BRENNAN FAMILY 2017 TRUST 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
PIPA, ERIC, A PORTFOLIO MANAGER 01/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2012-01-01
SIANO, JOSEPH PORTFOLIO MANAGER 02/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2019-02-01
ALEKSINAS, MATTHEW, JOHN PORTFOLIO MANAGER 01/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2016-01-01
ELIAS, MIRCO, RONALD CHIEF FINANCIAL OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. CHIEF FINANCIAL OFFICER direct 2008-01-01
Szep, Gregory, J PORTFOLIO MANAGER 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2021-01-01
BRENNAN FAMILY 2017 TRUST LIMITED PARTNER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2018-01-01
MADDI, VINCENT, STEPHEN MANAGING MEMBER/SIR MANAGEMENT GP LLC SIR MANAGEMENT GP LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
BRENNAN, SHAWN, MICHAEL MANAGING MEMBER/SIR MANAGEMENT GP LLC SIR MANAGEMENT GP LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
BRENNAN, SHAWN, MICHAEL TRUSTEE/BRENNAN FAMILY 2017 TRUST BRENNAN FAMILY 2017 TRUST 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
STANDARD INVESTMENT RESEARCH HEDGED EQUITY MASTER FUND, LTD Cayman Islands 805-1180303359 Hedge Fund 1,809,187,650 5,000,000 Master Fund
STANDARD INVESTMENT RESEARCH ENERGY OPPORTUNITIES MASTER FUND LTD Cayman Islands 805-1851391124 Hedge Fund 111,977,516 0 Master Fund

SIR CAPITAL MANAGEMENT L.P.

ownership team - last updated 2021-03-22
Name Title Start Date Direct/Indirect % Ownership
SIR MANAGEMENT GP LLC GENERAL PARTNER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. GENERAL PARTNER direct 2007-07-01
MADDI, VINCENT, STEPHEN PORTFOLIO MANAGER 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
FOOSHEE, BENJAMIN, DEAN CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 01/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-01-01
BRENNAN, SHAWN, MICHAEL PORTFOLIO MANAGER 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
BRENNAN, SHAWN, MICHAEL TRUSTEE/BRENNAN FAMILY 2017 TRUST 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
PIPA, ERIC, A PORTFOLIO MANAGER 01/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2012-01-01
SIANO, JOSEPH PORTFOLIO MANAGER 02/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2019-02-01
ALEKSINAS, MATTHEW, JOHN PORTFOLIO MANAGER 01/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2016-01-01
ELIAS, MIRCO, RONALD CHIEF FINANCIAL OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. CHIEF FINANCIAL OFFICER direct 2008-01-01
BRENNAN FAMILY 2017 TRUST LIMITED PARTNER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2018-01-01
MADDI, VINCENT, STEPHEN MANAGING MEMBER/SIR MANAGEMENT GP LLC SIR MANAGEMENT GP LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
BRENNAN, SHAWN, MICHAEL MANAGING MEMBER/SIR MANAGEMENT GP LLC SIR MANAGEMENT GP LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
BRENNAN, SHAWN, MICHAEL TRUSTEE/BRENNAN FAMILY 2017 TRUST BRENNAN FAMILY 2017 TRUST 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
STANDARD INVESTMENT RESEARCH HEDGED EQUITY MASTER FUND, LTD Cayman Islands 805-1180303359 Hedge Fund 1,468,516,787 5,000,000 Master Fund
STANDARD INVESTMENT RESEARCH ENERGY OPPORTUNITIES MASTER FUND LTD Cayman Islands 805-1851391124 Hedge Fund 47,238,556 0 Master Fund

SIR CAPITAL MANAGEMENT L.P.

ownership team - last updated 2020-03-25
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
STANDARD INVESTMENT RESEARCH HEDGED EQUITY MASTER FUND, LTD Cayman Islands 805-1180303359 Hedge Fund 1,442,413,035 5,000,000 Master Fund
STANDARD INVESTMENT RESEARCH ENERGY OPPORTUNITIES MASTER FUND LTD Cayman Islands 805-1851391124 Hedge Fund 44,142,083 0 Master Fund

SIR CAPITAL MANAGEMENT L.P.

ownership team - last updated 2019-04-05
Name Title Start Date Direct/Indirect % Ownership
BRENNAN FAMILY TRUST 2009 LIMITED PARTNER 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. SHAREHOLDER indirect 1997-06-01
CONTINUITY PARTNERS GROUP, LLC SHAREHOLDER indirect 1997-06-01
CONTINUITY PARTNERS GROUP, LLC SHAREHOLDER indirect 2003-10-01
CONTINUITY PARTNERS GROUP, LLC MEMBER direct 2009-11-01
CONTINUITY PARTNERS GROUP, LLC SHAREHOLDER direct 2009-11-01
SIR CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2014-01-01
SIR MANAGEMENT GP LLC GENERAL PARTNER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. GENERAL PARTNER direct 2007-07-01
MADDI, VINCENT, STEPHEN PORTFOLIO MANAGER 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
FOOSHEE, BENJAMIN, DEAN CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-01-01
BRENNAN, SHAWN, MICHAEL PORTFOLIO MANAGER 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
BRENNAN, SHAWN, MICHAEL TRUSTEE/BRENNAN FAMILY TRUST 2009 01/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
ELIAS, MIRCO, RONALD CHIEF FINANCIAL OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. CHIEF FINANCIAL OFFICER direct 2008-01-01
MADDI, VINCENT, STEPHEN MANAGING MEMBER/SIR MANAGEMENT GP LLC SIR MANAGEMENT GP LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
BRENNAN, SHAWN, MICHAEL MANAGING MEMBER/SIR MANAGEMENT GP LLC SIR MANAGEMENT GP LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
BRENNAN, SHAWN, MICHAEL TRUSTEE/BRENNAN FAMILY TRUST 2009 BRENNAN FAMILY TRUST 2009 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
STANDARD INVESTMENT RESEARCH HEDGED EQUITY MASTER FUND, LTD Cayman Islands 805-1180303359 Hedge Fund 1,317,222,960 5,000,000 Master Fund
STANDARD INVESTMENT RESEARCH ENERGY OPPORTUNITIES MASTER FUND LTD Cayman Islands 805-1851391124 Hedge Fund 41,318,298 0 Master Fund

SIR CAPITAL MANAGEMENT L.P.

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
BRENNAN FAMILY TRUST 2009 LIMITED PARTNER 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. SHAREHOLDER indirect 1997-06-01
CONTINUITY PARTNERS GROUP, LLC SHAREHOLDER indirect 1997-06-01
CONTINUITY PARTNERS GROUP, LLC SHAREHOLDER indirect 2003-10-01
CONTINUITY PARTNERS GROUP, LLC MEMBER direct 2009-11-01
CONTINUITY PARTNERS GROUP, LLC SHAREHOLDER direct 2009-11-01
SIR CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2014-01-01
SIR MANAGEMENT GP LLC GENERAL PARTNER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. GENERAL PARTNER direct 2007-07-01
MADDI, VINCENT, STEPHEN PORTFOLIO MANAGER 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
FOOSHEE, BENJAMIN, DEAN CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-01-01
BRENNAN, SHAWN, MICHAEL PORTFOLIO MANAGER 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
BRENNAN, SHAWN, MICHAEL TRUSTEE/BRENNAN FAMILY TRUST 2009 01/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
ELIAS, MIRCO, RONALD CHIEF FINANCIAL OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. CHIEF FINANCIAL OFFICER direct 2008-01-01
MADDI, VINCENT, STEPHEN MANAGING MEMBER/SIR MANAGEMENT GP LLC SIR MANAGEMENT GP LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
BRENNAN, SHAWN, MICHAEL MANAGING MEMBER/SIR MANAGEMENT GP LLC SIR MANAGEMENT GP LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
BRENNAN, SHAWN, MICHAEL TRUSTEE/BRENNAN FAMILY TRUST 2009 BRENNAN FAMILY TRUST 2009 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
STANDARD INVESTMENT RESEARCH HEDGED EQUITY MASTER FUND, LTD Cayman Islands 805-1180303359 Hedge Fund 1,317,222,960 5,000,000 Master Fund
STANDARD INVESTMENT RESEARCH ENERGY OPPORTUNITIES MASTER FUND LTD Cayman Islands 805-1851391124 Hedge Fund 41,318,298 0 Master Fund

SIR CAPITAL MANAGEMENT L.P.

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
BRENNAN FAMILY TRUST 2009 LIMITED PARTNER 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. SHAREHOLDER indirect 1997-06-01
CONTINUITY PARTNERS GROUP, LLC SHAREHOLDER indirect 1997-06-01
CONTINUITY PARTNERS GROUP, LLC SHAREHOLDER indirect 2003-10-01
CONTINUITY PARTNERS GROUP, LLC MEMBER direct 2009-11-01
CONTINUITY PARTNERS GROUP, LLC SHAREHOLDER direct 2009-11-01
SIR CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2014-01-01
SIR MANAGEMENT GP LLC GENERAL PARTNER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. GENERAL PARTNER direct 2007-07-01
SATELLITE ASSET MANAGEMENT, LP LIMITED PARTNER 07/01/2007 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SATELLITE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1999-05-01
SIR CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2007-07-01
MADDI, VINCENT, STEPHEN PORTFOLIO MANAGER 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
FOOSHEE, BENJAMIN, DEAN CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2008-01-01
BRENNAN, SHAWN, MICHAEL PORTFOLIO MANAGER 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
BRENNAN, SHAWN, MICHAEL TRUSTEE/BRENNAN FAMILY TRUST 2009 01/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
ELIAS, MIRCO, RONALD CHIEF FINANCIAL OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. CHIEF FINANCIAL OFFICER direct 2008-01-01
SONNINO, MARK, DAVID MANAGING PARTNER/SATELLITE ASSET MANAGEMENT, L.P. SATELLITE ASSET MANAGEMENT, LP 01/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
SATELLITE ASSET MANAGEMENT, L.P. LIMITED PARTNER direct 1999-05-01
SATELLITE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 1999-05-01
SIR CAPITAL MANAGEMENT L.P. MANAGING PARTNER/SATELLITE ASSET MANAGEMENT, L.P. indirect 2009-01-01
MADDI, VINCENT, STEPHEN MANAGING MEMBER/SIR MANAGEMENT GP LLC SIR MANAGEMENT GP LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
BRENNAN, SHAWN, MICHAEL MANAGING MEMBER/SIR MANAGEMENT GP LLC SIR MANAGEMENT GP LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
BRENNAN, SHAWN, MICHAEL TRUSTEE/BRENNAN FAMILY TRUST 2009 BRENNAN FAMILY TRUST 2009 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
SIR CAPITAL MANAGEMENT L.P. PORTFOLIO MANAGER direct 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER/SIR MANAGEMENT GP LLC indirect 2008-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 direct 2013-01-01
SIR CAPITAL MANAGEMENT L.P. TRUSTEE/BRENNAN FAMILY TRUST 2009 indirect 2013-01-01
W. H. REAVES & CO., INC. VICE PRESIDENT direct 2000-01-01 2004-03-12
SIR CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2007-07-01 2014-05-29
ROSENBLATT, LIEF, DOV MANAGING PARTNER/SATELLITE ASSET MANAGEMENT, L.P. SATELLITE ASSET MANAGEMENT, LP 01/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
SATELLITE ASSET MANAGEMENT, L.P. LIMITED PARTNER direct 1999-05-01
SATELLITE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 1999-05-01
SIR CAPITAL MANAGEMENT L.P. LIMITED PARTNER indirect 2007-07-01
SIR CAPITAL MANAGEMENT L.P. MANAGING PARTNER/SATELLITE ASSET MANAGEMENT, L.P. indirect 2009-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
STANDARD INVESTMENT RESEARCH ENERGY OPPORTUNITIES MASTER FUND LTD Cayman Islands 805-1851391124 Hedge Fund 188,176,977 0 Master Fund
STANDARD INVESTMENT RESEARCH HEDGED EQUITY MASTER FUND, LTD Cayman Islands 805-1180303359 Hedge Fund 1,878,332,306 5,000,000 Master Fund

WhaleScore history for SIR CAPITAL MANAGEMENT, L.P.

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**EXPERIMENTAL** Current International Short Positions

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
SIR Capital Management, L.P. TGS 0.0% 2020-12-02 NORWAY
SIR Capital Management, L.P. TGS 0.51% 2020-11-09 NORWAY

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