Condire Management as of Sept. 30, 2023
Portfolio Holdings for Condire Management
Condire Management holds 14 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chord Energy Corporation Com New (CHRD) | 16.0 | $94M | 581k | 162.07 | |
| Southwestern Energy Company (SWN) | 11.2 | $66M | 10M | 6.45 | |
| Seadrill 2021 (SDRL) | 11.1 | $65M | 1.4M | 45.25 | |
| Valaris Cl A (VAL) | 10.5 | $62M | 827k | 74.98 | |
| Callon Petroleum (CPE) | 10.5 | $62M | 1.6M | 39.12 | |
| Centerra Gold (CGAU) | 7.8 | $46M | 9.4M | 4.89 | |
| Arch Resources Cl A (ARCH) | 7.3 | $43M | 251k | 170.66 | |
| Gatos Silver (GATO) | 5.0 | $29M | 5.7M | 5.18 | |
| Agnico (AEM) | 4.7 | $28M | 613k | 45.45 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 4.0 | $23M | 3.8M | 6.17 | |
| HudBay Minerals (HBM) | 3.8 | $22M | 4.6M | 4.87 | |
| Rayonier Advanced Matls (RYAM) | 3.8 | $22M | 6.3M | 3.54 | |
| Harmony Gold Mining Sponsored Adr (HMY) | 3.4 | $20M | 5.3M | 3.76 | |
| Eneti | 0.8 | $4.5M | 445k | 10.08 |
