0001085146-23-001375.txt : 20230214 0001085146-23-001375.hdr.sgml : 20230214 20230214171926 ACCESSION NUMBER: 0001085146-23-001375 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23631707 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 X0202 13F-HR LIVE false false false 0001847739 XXXXXXXX 12-31-2022 12-31-2022 false Condire Management, LP
2000 MCKINNEY AVENUE SUITE 2125 DALLAS TX 75201
13F HOLDINGS REPORT 028-21246 000311762 801-120022 N
Scott Crowell CCO 214-572-8921 /s/Scott Crowell Dallas TX 02-14-2023 0 18 548082022 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 31869922 613001 SH SOLE 613001 0 0 ARCH RESOURCES INC CL A 03940R107 BBG00DZB5DD0 37370142 261714 SH SOLE 261714 0 0 CALLON PETE CO DEL COM 13123X508 BBG001SB5DH0 31542041 850419 SH SOLE 850419 0 0 CENTERRA GOLD INC COM 152006102 BBG001SLVFY5 44944413 8690108 SH SOLE 8690108 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 79623420 582000 SH SOLE 582000 0 0 ENETI INC COM Y2294C107 BBG005KLVW22 7963359 792374 SH SOLE 792374 0 0 EQT CORP COM 26884L109 BBG001S5QXJ4 30142530 891000 SH SOLE 891000 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 BBG001S64W80 31529091 9273262 SH SOLE 9273262 0 0 HYCROFT MINING HOLDING CORP *W EXP 10/06/202 44862P133 6060 100000 SH SOLE 100000 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 BBG005XVML75 59754432 6224420 SH SOLE 6224420 0 0 SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 41407163 1271280 SH SOLE 1271280 0 0 SIBANYE STILLWATER LTD CALL 82575P907 10660000 1000000 SH Call SOLE 1000000 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 40407316 3790555 SH SOLE 3790555 0 0 SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 28840500 4930000 SH SOLE 4930000 0 0 TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 13050059 354140 SH SOLE 354140 0 0 TRIPLE FLAG PRECIOUS METAL COM 89679M104 BBG00QRZMFT6 2738240 199000 SH SOLE 199000 0 0 VALARIS LIMITED CL A G9460G101 BBG010JW9K58 56211830 831290 SH SOLE 831290 0 0 VANECK ETF TRUST VANECK RUSSIA ET 92189F403 BBG001ST8DV2 21504 687020 SH SOLE 687020 0 0