0001085146-23-002446.txt : 20230515 0001085146-23-002446.hdr.sgml : 20230515 20230515164942 ACCESSION NUMBER: 0001085146-23-002446 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23923682 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 03-31-2023 03-31-2023 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 05-15-2023 0 15 502047329 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 31244661 613001 SH SOLE 613001 0 0 ARCH RESOURCES INC CL A 03940R107 BBG00DZB5DD0 34010542 258714 SH SOLE 258714 0 0 CALLON PETE CO DEL COM 13123X508 BBG001SB5DH0 28304251 846419 SH SOLE 846419 0 0 CENTERRA GOLD INC COM 152006102 BBG001SLVFY5 55935738 8660108 SH SOLE 8660108 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 78175680 580800 SH SOLE 580800 0 0 ENETI INC COM Y2294C107 BBG005KLVW22 4160236 444945 SH SOLE 444945 0 0 EQT CORP COM 26884L109 BBG001S5QXJ4 28431810 891000 SH SOLE 891000 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 BBG001S64W80 34220101 8346366 SH SOLE 8346366 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 BBG005XVML75 39027113 6224420 SH SOLE 6224420 0 0 SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 55111929 1421280 SH SOLE 1421280 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 31537418 3790555 SH SOLE 3790555 0 0 SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 24650000 4930000 SH SOLE 4930000 0 0 TRIPLE FLAG PRECIOUS METAL COM 89679M104 BBG00QRZMFT6 2975050 199000 SH SOLE 199000 0 0 VALARIS LIMITED CL A G9460G101 BBG010JW9K58 53823487 827290 SH SOLE 827290 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 439313 13580 SH SOLE 13580 0 0