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 | 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 | 0.0 | $233k | 278k | 0.84 |
