13F HOLDINGS REPORT
Condire Management, LP
Quarter ended Q4 2023 · Filed November 15, 2023 · Accession 0001085146-23-004517
Total Value
$588.1M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHORD ENERGY CORPORATION | CHRD | 580,800 | $94.1M | 16.01% |
| 2 | SOUTHWESTERN ENERGY CO | 845467109 | 10,230,000 | $66.0M | 11.22% |
| 3 | SEADRILL 2021 LTD | SDRL | 1,446,280 | $65.4M | 11.13% |
| 4 | VALARIS LTD | VAL-WT | 827,290 | $62.0M | 10.55% |
| 5 | CALLON PETE CO DEL | 13123X508 | 1,585,039 | $62.0M | 10.54% |
| 6 | CENTERRA GOLD INC | CGAU | 9,360,108 | $45.8M | 7.78% |
| 7 | ARCH RESOURCES INC | 03940R107 | 251,163 | $42.9M | 7.29% |
| 8 | GATOS SILVER INC | 368036109 | 5,674,915 | $29.4M | 5.00% |
| 9 | AGNICO EAGLE MINES LTD | AEM | 613,001 | $27.9M | 4.74% |
| 10 | SIBANYE STILLWATER LTD | SBYSF | 3,790,555 | $23.4M | 3.98% |
| 11 | HUDBAY MINERALS INC | HBM | 4,600,000 | $22.4M | 3.81% |
| 12 | RAYONIER ADVANCED MATLS INC | RYN | 6,324,420 | $22.4M | 3.81% |
| 13 | HARMONY GOLD MINING CO LTD | HGMCF | 5,300,000 | $19.9M | 3.39% |
| 14 | ENETI INC | Y2294C107 | 444,945 | $4.5M | 0.76% |