0001085146-22-001001.txt : 20220214 0001085146-22-001001.hdr.sgml : 20220214 20220214124249 ACCESSION NUMBER: 0001085146-22-001001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Condire Management, LP CENTRAL INDEX KEY: 0001847739 IRS NUMBER: 371871539 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21246 FILM NUMBER: 22628253 BUSINESS ADDRESS: STREET 1: 2000 MCKINNEY AVENUE STREET 2: SUITE 2125 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: (214) 572-8921 MAIL ADDRESS: STREET 1: 2000 MCKINNEY AVENUE STREET 2: SUITE 2125 CITY: DALLAS STATE: TX ZIP: 75201 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001847739 XXXXXXXX 12-31-2021 12-31-2021 false Condire Management, LP

2000 MCKINNEY AVENUE SUITE 2125 DALLAS TX 75201

13F HOLDINGS REPORT 028-21246 N Scott Crowell 214-572-8921 /s/Scott Crowell Dallas TX 02-14-2022 0 33 502680 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALCOA CORP COM 013872106 11286 189418 SH SOLE 189418 0 0 APA CORPORATION CALL 03743Q908 5412 200000 SH Call SOLE 200000 0 0 ARCH RESOURCES INC CL A 03940R107 31733 347490 SH SOLE 347490 0 0 CENTERRA GOLD INC COM 152006102 46793 6065676 SH SOLE 6065676 0 0 CF INDS HLDGS INC CALL 125269900 1438 20000 SH Call SOLE 20000 0 0 CF INDS HLDGS INC COM 125269100 3166 44732 SH SOLE 44732 0 0 ENETI INC COM Y2294C107 7438 960992 SH SOLE 960992 0 0 FORTUNA SILVER MINES INC COM 349915108 1222 313404 SH SOLE 313404 0 0 GOLD FIELDS LTD SPONSORED ADR 38059T106 1198 108966 SH SOLE 108966 0 0 GOLDEN STAR RES LTD CDA COM 38119T807 26924 7029766 SH SOLE 7029766 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 2641 642520 SH SOLE 642520 0 0 HUDBAY MINERALS INC COM 443628102 30813 4250137 SH SOLE 4250137 0 0 HYCROFT MINING HOLDING CORP *W EXP 10/06/202 44862P133 15 128100 SH SOLE 128100 0 0 ISHARES INC CALL 464286900 21104 754800 SH Call SOLE 754800 0 0 ISHARES SILVER TR CALL 46428Q909 6402 300000 SH Call SOLE 300000 0 0 KINROSS GOLD CORP COM 496902404 17754 3055766 SH SOLE 3055766 0 0 MAG SILVER CORP COM 55903Q104 203 12964 SH SOLE 12964 0 0 MCEWEN MNG INC COM 58039P107 477 537799 SH SOLE 537799 0 0 NOBLE CORP NEW SHS G6610J209 24845 1001410 SH SOLE 1001410 0 0 OASIS PETROLEUM INC COM NEW 674215207 60177 477635 SH SOLE 477635 0 0 OCCIDENTAL PETE CORP CALL 674599905 14004 483400 SH Call SOLE 483400 0 0 OCCIDENTAL PETE CORP COM 674599105 15945 550000 SH SOLE 550000 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 13176 1200000 SH SOLE 1200000 0 0 PRETIUM RES INC COM 74139C102 1844 130886 SH SOLE 130886 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 19458 3407656 SH SOLE 3407656 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 60738 4843513 SH SOLE 4843513 0 0 SM ENERGY CO COM 78454L100 2547 86390 SH SOLE 86390 0 0 TIDEWATER INC NEW COM 88642R109 6914 645534 SH SOLE 645534 0 0 TRANSOCEAN LTD REG SHS H8817H100 308 111641 SH SOLE 111641 0 0 VALARIS LIMITED CL A G9460G101 24573 682581 SH SOLE 682581 0 0 VALE S A CALL 91912E905 1408 100000 SH Call SOLE 100000 0 0 VANECK ETF TRUST CALL 92189F906 15890 500000 SH Call SOLE 500000 0 0 WHITING PETE CORP NEW COM NEW 966387508 24834 383959 SH SOLE 383959 0 0