0001085146-24-002647.txt : 20240515 0001085146-24-002647.hdr.sgml : 20240515 20240515163419 ACCESSION NUMBER: 0001085146-24-002647 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 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: 24951840 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 03-31-2024 03-31-2024 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 05-15-2024 0 19 740544952 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 31698308 531405 SH SOLE 531405 0 0 ARCH RESOURCES INC CL A 03940R107 BBG00DZB5DD0 33217767 206591 SH SOLE 206591 0 0 CADELER A S SPON ADR 12738K109 BBG01KFX5HW7 11326616 624400 SH SOLE 624400 0 0 CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 47372022 2369786 SH SOLE 2369786 0 0 CENTERRA GOLD INC COM 152006102 BBG001SLVFY5 36611055 6196421 SH SOLE 6196421 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 97625791 547721 SH SOLE 547721 0 0 GATOS SILVER INC COM 368036109 BBG001W4GFS2 48242500 5750000 SH SOLE 5750000 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 BBG001S64W80 41667000 5100000 SH SOLE 5100000 0 0 HECLA MNG CO COM 422704106 BBG001S5RXF7 618181 128520 SH SOLE 128520 0 0 HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 29585871 4226553 SH SOLE 4226553 0 0 NOBLE CORP PLC ORD SHS A G65431127 BBG018KBK3H7 1005828 20743 SH SOLE 20743 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 BBG005XVML75 30382301 6356130 SH SOLE 6356130 0 0 SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 115912276 2304419 SH SOLE 2304419 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 27850950 295000 SH SOLE 295000 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 17853514 3790555 SH SOLE 3790555 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 18852502 121684 SH SOLE 121684 0 0 TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 26302800 285900 SH SOLE 285900 0 0 VALARIS LTD CL A G9460G101 BBG010JW9K58 109284820 1452097 SH SOLE 1452097 0 0 VANECK ETF TRUST OIL SERVICES ETF 92189H607 BBG001SGYST1 15134850 45000 SH SOLE 45000 0 0