0001085146-22-003146.txt : 20220816 0001085146-22-003146.hdr.sgml : 20220816 20220815182055 ACCESSION NUMBER: 0001085146-22-003146 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220816 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220816 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: 221167649 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 06-30-2022 06-30-2022 false Condire Management, LP
2000 MCKINNEY AVENUE SUITE 2125 DALLAS TX 75201
13F HOLDINGS REPORT 028-21246 N
Scott Crowell CCO 214-572-8921 /s/Scott Crowell Dallas TX 08-15-2022 0 21 494745 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 19219 420001 SH SOLE 420001 0 0 ARCH RESOURCES INC CL A 03940R107 49722 347490 SH SOLE 347490 0 0 CENTERRA GOLD INC COM 152006102 47454 6997483 SH SOLE 6997483 0 0 CF INDS HLDGS INC COM 125269100 3835 44732 SH SOLE 44732 0 0 ENETI INC COM Y2294C107 5900 960992 SH SOLE 960992 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 18398 5878103 SH SOLE 5878103 0 0 HUDBAY MINERALS INC COM 443628102 17438 4273919 SH SOLE 4273919 0 0 HYCROFT MINING HOLDING CORP *W EXP 10/06/202 44862P133 38 128100 SH SOLE 128100 0 0 ISHARES TR CALL 464287902 22974 200000 SH Call SOLE 200000 0 0 KINROSS GOLD CORP COM 496902404 17900 5000000 SH SOLE 5000000 0 0 NOBLE CORP NEW SHS G6610J209 25386 1001410 SH SOLE 1001410 0 0 OASIS PETROLEUM INC COM NEW 674215207 72439 595470 SH SOLE 595470 0 0 OCCIDENTAL PETE CORP COM 674599105 32384 550000 SH SOLE 550000 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 14016 1200000 SH SOLE 1200000 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 16268 6209316 SH SOLE 6209316 0 0 SIBANYE STILLWATER LTD CALL 82575P907 9970 1000000 SH Call SOLE 1000000 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 54694 5485875 SH SOLE 5485875 0 0 TIDEWATER INC NEW COM 88642R109 7469 354140 SH SOLE 354140 0 0 VALARIS LIMITED CL A G9460G101 28975 685954 SH SOLE 685954 0 0 VANECK ETF TRUST VANECK RUSSIA ET 92189F403 3882 687020 SH SOLE 687020 0 0 WHITING PETE CORP NEW COM NEW 966387508 26384 387825 SH SOLE 387825 0 0