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Size ($ in 1000's)
At 12/31/2023: $652,040
At 09/30/2023: $588,083
Condire Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Condire Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Condire Management LP top holdings by largest position size, as per the latest 13f filing made by Condire Management LP.
In the Condire Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Condire Management LP in that top holding, then the share count change between reporting periods, and finally the Condire Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SEADRILL 2021 LTD |
1,942,595 |
+496,315 |
$91,846 | | SDRL | 1,942,595 | +496,315 | $91,846 | | CHORD ENERGY CORPORATION |
547,721 |
-33,079 |
$91,048 | | CHRD | 547,721 | -33,079 | $91,048 | | VALARIS LTD |
1,266,021 |
+438,731 |
$86,811 | | VAL | 1,266,021 | +438,731 | $86,811 | | CENTERRA GOLD INC |
9,325,940 |
-34,168 |
$55,704 | | CGAU | 9,325,940 | -34,168 | $55,704 | | SOUTHWESTERN ENERGY CO |
7,224,854 |
-3,005,146 |
$47,323 | | SWN | 7,224,854 | -3,005,146 | $47,323 | | GATOS SILVER INC |
5,750,000 |
+75,085 |
$37,605 | | GATO | 5,750,000 | +75,085 | $37,605 | | ARCH RESOURCES INC |
206,591 |
-44,572 |
$34,282 | | ARCH | 206,591 | -44,572 | $34,282 | | HARMONY GOLD MINING CO LTD |
5,100,000 |
-200,000 |
$31,365 | | HMY | 5,100,000 | -200,000 | $31,365 | | AGNICO EAGLE MINES LTD |
531,405 |
-81,596 |
$29,148 | | AEM | 531,405 | -81,596 | $29,148 | | RAYONIER ADVANCED MATLS INC |
6,356,130 |
+31,710 |
$25,742 | | RYAM | 6,356,130 | +31,710 | $25,742 | | HUDBAY MINERALS INC |
4,057,243 |
-542,757 |
$22,396 | | HBM | 4,057,243 | -542,757 | $22,396 | | TIDEWATER INC NEW |
285,900 |
+285,900 |
$20,616 | | TDW | 285,900 | +285,900 | $20,616 | | SIBANYE STILLWATER LTD |
3,790,555 |
UNCH |
$20,583 | | SBSW | 3,790,555 | UNCH | $20,583 | | CALLON PETE CO DEL |
485,048 |
-1,099,991 |
$15,716 | | CPE | 485,048 | -1,099,991 | $15,716 | | CADELER A S |
624,400 |
+624,400 |
$11,489 | | CDLR | 624,400 | +624,400 | $11,489 | | SELECT SECTOR SPDR TR (XLE) |
135,000 |
+135,000 |
$11,318 | | XLE | 135,000 | +135,000 | $11,318 | | VANECK ETF TRUST (OIH) |
35,000 |
+35,000 |
$10,833 | | OIH | 35,000 | +35,000 | $10,833 |
See Full List: All Stocks Held By Condire Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Condire Management LP
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