Condire Management as of June 30, 2021
Portfolio Holdings for Condire Management
Condire Management holds 22 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Sibanye Stillwater Sponsored Adr (SBSW) | 17.6 | $82M | 4.9M | 16.73 | |
Centerra Gold (CGAU) | 8.6 | $40M | 5.3M | 7.59 | |
First Majestic Silver Corp (AG) | 7.2 | $34M | 2.1M | 15.81 | |
Oasis Petroleum Com New (CHRD) | 7.2 | $33M | 333k | 100.55 | |
Kinross Gold Corp (KGC) | 6.6 | $31M | 4.9M | 6.35 | |
Golden Star Res Ltd F | 6.3 | $30M | 10M | 2.83 | |
Ssr Mining (SSRM) | 5.0 | $24M | 1.5M | 15.61 | |
Harmony Gold Mining Sponsored Adr (HMY) | 4.8 | $22M | 6.0M | 3.73 | |
Vale S A Sponsored Ads (VALE) | 4.3 | $20M | 885k | 22.81 | |
Mcewen Mining | 4.1 | $19M | 14M | 1.38 | |
Fortuna Silver Mines (FSM) | 4.0 | $19M | 3.4M | 5.55 | |
HudBay Minerals (HBM) | 3.8 | $18M | 2.7M | 6.66 | |
Rayonier Advanced Matls (RYAM) | 3.7 | $17M | 2.6M | 6.69 | |
Eneti | 3.6 | $17M | 908k | 18.63 | |
Whiting Pete Corp Com New | 3.5 | $16M | 300k | 54.55 | |
Tidewater (TDW) | 2.6 | $12M | 1.0M | 12.05 | |
Pretium Res Inc Com Isin# Ca74 | 2.2 | $10M | 1.1M | 9.56 | |
Hecla Mining Company (HL) | 2.0 | $9.4M | 1.3M | 7.44 | |
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 1.8 | $8.2M | 243k | 33.98 | |
California Res Corp Com Stock (CRC) | 0.7 | $3.4M | 114k | 30.14 | |
Coeur Mng Com New (CDE) | 0.2 | $1.0M | 116k | 8.88 | |
Hycroft Mining Holding Corp *w Exp 10/06/202 (HYMCL) | 0.0 | $233k | 278k | 0.84 |