Condire Management as of March 31, 2023
Portfolio Holdings for Condire Management
Condire Management holds 15 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chord Energy Corporation Com New (CHRD) | 15.6 | $78M | 581k | 134.60 | |
| Centerra Gold (CGAU) | 11.1 | $56M | 8.7M | 6.46 | |
| Seadrill 2021 (SDRL) | 11.0 | $55M | 1.4M | 38.78 | |
| Valaris Cl A (VAL) | 10.7 | $54M | 827k | 65.06 | |
| Rayonier Advanced Matls (RYAM) | 7.8 | $39M | 6.2M | 6.27 | |
| Harmony Gold Mining Sponsored Adr (HMY) | 6.8 | $34M | 8.3M | 4.10 | |
| Arch Resources Cl A (ARCH) | 6.8 | $34M | 259k | 131.46 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 6.3 | $32M | 3.8M | 8.32 | |
| Agnico (AEM) | 6.2 | $31M | 613k | 50.97 | |
| EQT Corporation (EQT) | 5.7 | $28M | 891k | 31.91 | |
| Callon Petroleum (CPE) | 5.6 | $28M | 846k | 33.44 | |
| Southwestern Energy Company (SWN) | 4.9 | $25M | 4.9M | 5.00 | |
| Eneti | 0.8 | $4.2M | 445k | 9.35 | |
| Triple Flag Precious Metals (TFPM) | 0.6 | $3.0M | 199k | 14.95 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $439k | 14k | 32.35 |
