Condire Management as of June 30, 2023
Portfolio Holdings for Condire Management
Condire Management holds 13 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chord Energy Corporation Com New (CHRD) | 18.0 | $89M | 581k | 153.80 | |
| Seadrill 2021 (SDRL) | 11.8 | $59M | 1.4M | 41.27 | |
| Southwestern Energy Company (SWN) | 11.8 | $59M | 9.7M | 6.01 | |
| Callon Petroleum (CPE) | 10.5 | $52M | 1.5M | 35.07 | |
| Valaris Cl A (VAL) | 10.5 | $52M | 827k | 62.93 | |
| Centerra Gold (CGAU) | 10.5 | $52M | 8.7M | 6.00 | |
| Agnico (AEM) | 6.2 | $31M | 613k | 49.98 | |
| Rayonier Advanced Matls (RYAM) | 5.4 | $27M | 6.2M | 4.28 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 4.8 | $24M | 3.8M | 6.24 | |
| Arch Resources Cl A (ARCH) | 4.6 | $23M | 201k | 112.76 | |
| Harmony Gold Mining Sponsored Adr (HMY) | 4.5 | $22M | 5.3M | 4.20 | |
| Eneti | 1.1 | $5.4M | 445k | 12.11 | |
| Gatos Silver (GATO) | 0.4 | $2.0M | 536k | 3.78 |
