13F Filings for Condire Management, LP (CIK: 1847739)
View the most recent portfolio holdings disclosed by Condire Management, LP in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| NGD - NEW GOLD INC CDA(Class: COM) | 32.74M | $162.06M | 23.34% | Unchanged | |
| HBM - HUDBAY MINERALS INC(Class: COM) | 7.28M | $77.19M | 11.12% | Increased | 1M (15.0%, $29.56M) |
| CHRD - CHORD ENERGY CORPORATION(Class: COM NEW) | 531.29K | $51.46M | 7.41% | Unchanged | |
| VAL - VALARIS LTD(Class: CL A) | 1.16M | $48.79M | 7.03% | Decreased | 1.71M (59.0%, $63.69M) |
| IAUX - I-80 GOLD CORP(Class: COM) | 80M | $47.87M | 6.89% | New | 80M ($47.87M) |
| SBSW - SIBANYE STILLWATER LTD(Class: SPONSORED ADR) | 6.39M | $46.11M | 6.64% | Increased | 2.60M (68.0%, $28.75M) |
| SDRL - SEADRILL LTD(Class: COM) | 1.28M | $33.60M | 4.84% | Decreased | 1.79M (58.0%, $43.17M) |
| ODV - OSISKO DEVELOPMENT CORP(Class: COM NEW) | 12.55M | $26.86M | 3.87% | Unchanged | |
| SSRM - SSR MINING IN(Class: COM) | 2.05M | $26.17M | 3.77% | New | 2.05M ($26.17M) |
| RYAM - RAYONIER ADVANCED MATLS INC(Class: COM) | 6.36M | $24.47M | 3.52% | Unchanged | |
| XLB - SELECT SECTOR SPDR TR(Class: SBI MATERIALS) | 227.52K | $19.98M | 2.88% | New | 227.52K ($19.98M) |
| CVE - CENOVUS ENERGY INC(Class: COM) | 1.10M | $14.96M | 2.15% | Decreased | 1.01M (47.0%, $14.37M) |
| CNR - CORE NATURAL RESOURCES INC(Class: COM SHS) | 201.66K | $14.06M | 2.03% | Unchanged | |
| TDW - TIDEWATER INC NEW(Class: COM) | 285.90K | $13.19M | 1.90% | Unchanged | |
| CDLR - CADELER A S(Class: SPON ADR) | 624.40K | $12.41M | 1.79% | Unchanged | |
| AEM - AGNICO EAGLE MINES LTD(Class: COM) | 95.19K | $11.32M | 1.63% | Decreased | 81.84K (46.0%, $7.87M) |
| PPTA - PERPETUA RESOURCES CORP(Class: COM) | 890.46K | $10.81M | 1.56% | Unchanged | |
| XME - SPDR SERIES TRUST(Class: SP METALS MNG) | 152.09K | $10.22M | 1.47% | New | 152.09K ($10.22M) |
| VTLE - VITAL ENERGY INC(Class: COM) | 530.98K | $8.54M | 1.23% | Unchanged | |
| INSW - INTERNATIONAL SEAWAYS INC(Class: COM) | 194.76K | $7.10M | 1.02% | Unchanged | |
| HL - HECLA MNG CO(Class: COM) | 1M | $5.99M | 0.86% | New | 1M ($5.99M) |
| CIVI - CIVITAS RESOURCES INC(Class: COM NEW) | 200K | $5.50M | 0.79% | Decreased | 89.76K (30.0%, $4.61M) |
| EXK - ENDEAVOUR SILVER CORP(Class: COM) | 1M | $4.92M | 0.71% | New | 1M ($4.92M) |
| CDE - COEUR MNG INC(Class: COM NEW) | 500K | $4.43M | 0.64% | New | 500K ($4.43M) |
| TEN - TSAKOS ENERGY NAVIGATION LTD(Class: SHS) | 190.98K | $3.66M | 0.53% | Unchanged |