0001085146-24-001510.txt : 20240215 0001085146-24-001510.hdr.sgml : 20240215 20240214173527 ACCESSION NUMBER: 0001085146-24-001510 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240215 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Condire Management, LP CENTRAL INDEX KEY: 0001847739 ORGANIZATION NAME: IRS NUMBER: 371871539 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21246 FILM NUMBER: 24640854 BUSINESS ADDRESS: STREET 1: 1717 MCKINNEY AVE STREET 2: SUITE 850 CITY: DALLAS STATE: TX ZIP: 75202 BUSINESS PHONE: (214) 572-8921 MAIL ADDRESS: STREET 1: 1717 MCKINNEY AVE STREET 2: SUITE 850 CITY: DALLAS STATE: TX ZIP: 75202 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001847739 XXXXXXXX 12-31-2023 12-31-2023 false Condire Management, LP
1717 MCKINNEY AVE SUITE 850 DALLAS TX 75202
13F HOLDINGS REPORT 028-21246 000311762 801-120022 N
Anthony Federici CCO 214-572-8921 /s/Anthony Federici Dallas TX 02-14-2024 0 18 652038199 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 29147564 531405 SH SOLE 531405 0 0 ARCH RESOURCES INC CL A 03940R107 BBG00DZB5DD0 34281711 206591 SH SOLE 206591 0 0 CADELER A S SPON ADR 12738K109 BBG01KFX5HW7 11488960 624400 SH SOLE 624400 0 0 CALLON PETE CO DEL COM 13123X508 BBG001SB5DH0 15715555 485048 SH SOLE 485048 0 0 CENTERRA GOLD INC COM 152006102 BBG001SLVFY5 55703530 9325940 SH SOLE 9325940 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 91047662 547721 SH SOLE 547721 0 0 GATOS SILVER INC COM 368036109 BBG001W4GFS2 37605000 5750000 SH SOLE 5750000 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 BBG001S64W80 31365000 5100000 SH SOLE 5100000 0 0 HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 22395981 4057243 SH SOLE 4057243 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 BBG005XVML75 25742327 6356130 SH SOLE 6356130 0 0 SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 91845892 1942595 SH SOLE 1942595 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 11318400 135000 SH SOLE 135000 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 20582714 3790555 SH SOLE 3790555 0 0 SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 47322794 7224854 SH SOLE 7224854 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 8214600 60000 SH SOLE 60000 0 0 TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 20616249 285900 SH SOLE 285900 0 0 VALARIS LTD CL A G9460G101 BBG010JW9K58 86811060 1266021 SH SOLE 1266021 0 0 VANECK ETF TRUST OIL SERVICES ETF 92189H607 BBG001SGYST1 10833200 35000 SH SOLE 35000 0 0