0001085146-22-004119.txt : 20221114 0001085146-22-004119.hdr.sgml : 20221114 20221114163503 ACCESSION NUMBER: 0001085146-22-004119 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221386560 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 09-30-2022 09-30-2022 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 11-14-2022 0 18 548483 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 26183 620001 SH SOLE 620001 0 0 ARCH RESOURCES INC CL A 03940R107 59970 505650 SH SOLE 505650 0 0 CALLON PETE CO DEL COM 13123X508 19492 556756 SH SOLE 556756 0 0 CENTERRA GOLD INC COM 152006102 46303 10531722 SH SOLE 10531722 0 0 CF INDS HLDGS INC COM 125269100 5607 58250 SH SOLE 58250 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 116125 849055 SH SOLE 849055 0 0 ENETI INC COM Y2294C107 6370 954954 SH SOLE 954954 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 16957 6978103 SH SOLE 6978103 0 0 HYCROFT MINING HOLDING CORP *W EXP 10/06/202 44862P133 15 128100 SH SOLE 128100 0 0 ISHARES TR CALL 464287902 61470 600000 SH Call SOLE 600000 0 0 KINROSS GOLD CORP COM 496902404 18800 5000000 SH SOLE 5000000 0 0 OCCIDENTAL PETE CORP COM 674599105 33798 550000 SH SOLE 550000 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 19559 6209316 SH SOLE 6209316 0 0 SIBANYE STILLWATER LTD CALL 82575P907 9320 1000000 SH Call SOLE 1000000 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 56264 6036877 SH SOLE 6036877 0 0 TIDEWATER INC NEW COM 88642R109 7685 354140 SH SOLE 354140 0 0 VALARIS LIMITED CL A G9460G101 40683 831290 SH SOLE 831290 0 0 VANECK ETF TRUST VANECK RUSSIA ET 92189F403 3882 687020 SH SOLE 687020 0 0