CM

Condire Management, LP

13F
Condire Management, LP
Last update 2021-05-19 16 Stocks (1 new)
Value $740.00 Mil Turnover 11 %
Countries:
Top Holdings: SDRL(15.96%)VAL(14.38%)CHRD(12.40%)NGD(9.19%)GATO(7.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
Condire Management, LP Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SDRL 		Seadrill Ltd
2,304,419
118170.610
0%
15.960
0%
3.440
-30.52%
-21.31%
2454.004
Oil & Gas
VAL 		Valaris Ltd
1,429,097
106467.730
-1.58%
14.380
-0.23%
1.960
-37.65%
-29.11%
3529.138
Oil & Gas
CHRD 		Chord Energy Corp
547,721
91841.860
0%
12.400
0%
0.890
-24.28%
-20.04%
7794.970
Oil & Gas
NGD 		New Gold Inc
34,883,000
68021.850
New Holding
9.190
+9.19%
4.410
+39.90%
+99.32%
2297.830
Metals & Mining
GATO 		Gatos Silver Inc
5,356,292
55919.690
-6.85%
7.550
-0.45%
7.720
+64.74%
+205.05%
1386.200
Metals & Mining
HBM 		Hudbay Minerals Inc
5,075,553
45933.760
+20.09%
6.200
+1.04%
1.290
+18.46%
+72.10%
3752.911
Metals & Mining
CVE 		Cenovus Energy Inc
2,209,786
43444.390
-6.75%
5.870
-0.43%
0.120
-15.14%
+1.36%
30593.447
Oil & Gas
AEM 		Agnico Eagle Mines Ltd
546,405
35734.890
+2.82%
4.830
+0.13%
0.110
+19.49%
+64.66%
44497.974
Metals & Mining
RYAM 		Rayonier Advanced Materials Inc
6,356,130
34577.350
0%
4.670
0%
9.650
+26.16%
+95.31%
521.212
Chemicals
XLE 		The Energy Select Sector SPDR Fund
329,306
30016.240
+11.63%
4.050
+0.42%
-
-3.89%
+4.77%
34975.625
 

Condire Management, LP's Historical Top Holdings Breakdowns

Condire Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NGD 		New Gold Inc2024-06-30New Buy
+9.19%
●
1.69 ($1.9) 2.2
$2.91
53.16%
New holding
34,883,000
34,883,000
CGAU 		Centerra Gold Inc2024-06-30Sold Out
-4.94%
●
5.93 ($6.56) 7.5
$7.31
11.43%
Sold Out
0
-6,196,421
HMY 		Harmony Gold Mining Co Ltd2024-06-30Reduce
-4.31%
●
8.09 ($8.96) 10.23
$11.37
26.90%
Reduce -76.54%
1,196,675
-3,903,325
OIH 		VanEck Oil Services ETF2024-06-30Sold Out
-2.04%
●
295.3 ($320.32) 349.35
$272.03
-15.08%
Sold Out
0
-45,000
HBM 		Hudbay Minerals Inc2024-06-30Add
+1.04%
●
6.98 ($8.68) 10.36
$9.53
9.79%
Add 20.09%
5,075,553
849,000
XOP 		SPDR Oil & Gas Exploration and Production ETF2024-06-30Reduce
-0.66%
●
142.71 ($151.24) 160.59
$130.44
-13.75%
Reduce -26.04%
90,000
-31,684
ARCH 		Arch Resources Inc2024-06-30Reduce
-0.65%
●
146.82 ($160.69) 179.9
$145.67
-9.35%
Reduce -14.52%
176,591
-30,000
GATO 		Gatos Silver Inc2024-06-30Reduce
-0.45%
●
8.45 ($10.57) 12.4
$19.99
89.12%
Reduce -6.85%
5,356,292
-393,708
CVE 		Cenovus Energy Inc2024-06-30Reduce
-0.43%
●
18.24 ($20.22) 21.8
$16.48
-18.50%
Reduce -6.75%
2,209,786
-160,000
XLE 		The Energy Select Sector SPDR Fund2024-06-30Add
+0.42%
●
88.04 ($93.15) 98.08
$87.84
-5.70%
Add 11.63%
329,306
34,306

Condire Management, LP Total Holding History ($B)

To

Condire Management, LP's Asset Allocation

To

Condire Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Condire Management, LP's Hypothetical Growth since 2024-06-30

Condire Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Condire Management, LP's Holdings Heat Map

Size field:

Condire Management, LP's Holdings Bubble Chart

Condire Management, LP News

  • 1

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