Condire Management, LP
CIK 1847739 · Holdings on Sep 30, 2023 · First reported Nov 15, 2023
Top ten holdings
Q3 2023- CHRD16.01%
- 84546710911.22%
- SDRL11.13%
- VAL10.55%
- CPE10.54%
- CGAU7.78%
- 03940R1077.29%
- 3680361095.00%
- AEM4.74%
- SBSW3.98%
Share classes counted separately88.24%
Portfolio value by quarter
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CHRDCHORD ENERGY CORPCOM NEW View history and evidence | $94.13M | 16.01% | 580.80K shares | — | ↗▾ | |
| 02 | 845467109SOUTHWESTERN ENERGY CO View history and evidence | $65.98M | 11.22% | 10.23M shares | — | ↗▾ | |
| 03 | SDRLSEADRILL LIMITED View history and evidence | $65.44M | 11.13% | 1.45M shares | — | ↗▾ | |
| 04 | VALVALARIS LTDCL A View history and evidence | $62.03M | 10.55% | 827.29K shares | — | ↗▾ | |
| 05 | CPECALLON PETROLEUM CO View history and evidence | $62.01M | 10.54% | 1.59M shares | — | ↗▾ | |
| 06 | CGAUCENTERRA GOLD INC View history and evidence | $45.78M | 7.78% | 9.36M shares | — | ↗▾ | |
| 07 | 03940R107ARCH RESOURCES INCCL A View history and evidence | $42.86M | 7.29% | 251.16K shares | — | ↗▾ | |
| 08 | 368036109GATOS SILVER INC View history and evidence | $29.40M | 5.00% | 5.67M shares | — | ↗▾ | |
| 09 | AEMAGNICO EAGLE MINES LTD View history and evidence | $27.86M | 4.74% | 613.00K shares | — | ↗▾ | |
| 10 | SBSWSIBANYE-STILLWATER LTD-ADRSPONSORED ADR View history and evidence | $23.39M | 3.98% | 3.79M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1847739 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 588083273
}Take these holdings further.
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