0001085146-24-004003.txt : 20240814 0001085146-24-004003.hdr.sgml : 20240814 20240814162301 ACCESSION NUMBER: 0001085146-24-004003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Condire Management, LP CENTRAL INDEX KEY: 0001847739 ORGANIZATION NAME: 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: 241208350 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 06-30-2024 06-30-2024 false Condire Management, LP
1717 MCKINNEY AVE SUITE 850 DALLAS TX 75202
13F HOLDINGS REPORT 028-21246 000311762 801-120022 N
Anthony Federici CCO 214-572-8921 /s/Anthony Federici Dallas TX 08-14-2024 0 16 740414795 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 35734887 546405 SH SOLE 546405 0 0 ARCH RESOURCES INC CL A 03940R107 BBG00DZB5DD0 26882448 176591 SH SOLE 176591 0 0 CADELER A S SPON ADR 12738K109 BBG01KFX5HW7 15628732 624400 SH SOLE 624400 0 0 CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 43444393 2209786 SH SOLE 2209786 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 91841857 547721 SH SOLE 547721 0 0 GATOS SILVER INC COM 368036109 BBG001W4GFS2 55919688 5356292 SH SOLE 5356292 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 BBG001S64W80 10973510 1196675 SH SOLE 1196675 0 0 HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 45933755 5075553 SH SOLE 5075553 0 0 NEW GOLD INC CDA COM 644535106 BBG001S5YM54 68021850 34883000 SH SOLE 34883000 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 BBG005XVML75 34577347 6356130 SH SOLE 6356130 0 0 SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 118170606 2304419 SH SOLE 2304419 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 30016242 329306 SH SOLE 329306 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 16488914 3790555 SH SOLE 3790555 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 13092300 90000 SH SOLE 90000 0 0 TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 27220539 285900 SH SOLE 285900 0 0 VALARIS LTD CL A G9460G101 BBG010JW9K58 106467727 1429097 SH SOLE 1429097 0 0