Condire Management as of Dec. 31, 2022
Portfolio Holdings for Condire Management
Condire Management holds 18 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Chord Energy Corporation Com New (CHRD) | 14.5 | $80M | 582k | 136.81 | |
Rayonier Advanced Matls (RYAM) | 10.9 | $60M | 6.2M | 9.60 | |
Valaris Cl A (VAL) | 10.3 | $56M | 831k | 67.62 | |
Centerra Gold (CGAU) | 8.2 | $45M | 8.7M | 5.17 | |
Seadrill 2021 (SDRL) | 7.6 | $41M | 1.3M | 32.57 | |
Sibanye Stillwater Sponsored Adr (SBSW) | 7.4 | $40M | 3.8M | 10.66 | |
Arch Resources Cl A (ARCH) | 6.8 | $37M | 262k | 142.79 | |
Agnico (AEM) | 5.8 | $32M | 613k | 51.99 | |
Callon Petroleum (CPE) | 5.8 | $32M | 850k | 37.09 | |
Harmony Gold Mining Sponsored Adr (HMY) | 5.8 | $32M | 9.3M | 3.40 | |
EQT Corporation (EQT) | 5.5 | $30M | 891k | 33.83 | |
Southwestern Energy Company (SWN) | 5.3 | $29M | 4.9M | 5.85 | |
Tidewater (TDW) | 2.4 | $13M | 354k | 36.85 | |
Sibanye Stillwater Call Call Option | 1.9 | $11M | 1.0M | 10.66 | |
Eneti | 1.5 | $8.0M | 792k | 10.05 | |
Triple Flag Precious Metals (TFPM) | 0.5 | $2.7M | 199k | 13.76 | |
Vaneck Etf Trust Vaneck Russia Et | 0.0 | $22k | 687k | 0.03 | |
Hycroft Mining Holding Corp *w Exp 10/06/202 (HYMCL) | 0.0 | $6.1k | 100k | 0.06 |