0001085146-23-003415.txt : 20230814 0001085146-23-003415.hdr.sgml : 20230814 20230814160532 ACCESSION NUMBER: 0001085146-23-003415 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231169817 BUSINESS ADDRESS: STREET 1: 1717 MCKINNEY AVE STREET 2: SUITE 850 CITY: DALLAS STATE: TX ZIP: 75202 BUSINESS PHONE: (214) 572-8921 MAIL ADDRESS: STREET 1: 1717 MCKINNEY AVE STREET 2: SUITE 850 CITY: DALLAS STATE: TX ZIP: 75202 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001847739 XXXXXXXX 06-30-2023 06-30-2023 false Condire Management, LP

1717 MCKINNEY AVE SUITE 850 DALLAS TX 75202

13F HOLDINGS REPORT 028-21246 000311762 801-120022 N Anthony Federici 214-572-8921 /s/Anthony Federici Dallas TX 08-14-2023 0 13 495817015 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 30637790 613001 SH SOLE 613001 0 0 ARCH RESOURCES INC CL A 03940R107 BBG00DZB5DD0 22683140 201163 SH SOLE 201163 0 0 CALLON PETE CO DEL COM 13123X508 BBG001SB5DH0 52080318 1485039 SH SOLE 1485039 0 0 CENTERRA GOLD INC COM 152006102 BBG001SLVFY5 51926641 8660108 SH SOLE 8660108 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 89327040 580800 SH SOLE 580800 0 0 ENETI INC COM Y2294C107 BBG005KLVW22 5388284 444945 SH SOLE 444945 0 0 GATOS SILVER INC COM 368036109 BBG001W4GFS2 2025335 535803 SH SOLE 535803 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 BBG001S64W80 22260000 5300000 SH SOLE 5300000 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 BBG005XVML75 26640518 6224420 SH SOLE 6224420 0 0 SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 58656226 1421280 SH SOLE 1421280 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 23653063 3790555 SH SOLE 3790555 0 0 SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 58477300 9730000 SH SOLE 9730000 0 0 VALARIS LIMITED CL A G9460G101 BBG010JW9K58 52061360 827290 SH SOLE 827290 0 0