$392 Million is the total value of Condire Management, LP's 19 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CDE | Exit | COEUR MNG INC | $0 | – | -116,280 | -100.0% | -0.22% | – |
GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -242,711 | -100.0% | -1.77% | – |
HL | Exit | HECLA MNG CO | $0 | – | -1,269,918 | -100.0% | -2.02% | – |
PVG | Exit | PRETIUM RES INC | $0 | – | -1,060,874 | -100.0% | -2.17% | – |
MUX | Exit | MCEWEN MNG INC | $0 | – | -13,726,989 | -100.0% | -4.06% | – |
VALE | Exit | VALE S Asponsored ads | $0 | – | -885,000 | -100.0% | -4.32% | – |
SSRM | Exit | SSR MNG INC | $0 | – | -1,507,087 | -100.0% | -5.04% | – |
AG | Exit | FIRST MAJESTIC SILVER CORP | $0 | – | -2,120,332 | -100.0% | -7.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SIBANYE STILLWATER LTD | 11 | Q3 2023 | 25.1% |
ENETI INC | 11 | Q3 2023 | 5.7% |
OASIS PETROLEUM INC | 10 | Q3 2023 | 21.1% |
CENTERRA GOLD INC | 10 | Q3 2023 | 12.9% |
RAYONIER ADVANCED MATLS INC | 10 | Q3 2023 | 10.9% |
HARMONY GOLD MINING CO LTD | 10 | Q3 2023 | 7.8% |
VALARIS LTD | 9 | Q3 2023 | 10.7% |
ARCH RESOURCES INC | 9 | Q3 2023 | 10.9% |
TIDEWATER INC NEW | 8 | Q4 2022 | 3.8% |
HYCROFT MINING HOLDING CORP | 7 | Q4 2022 | 0.1% |
View Condire Management, LP's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
GOLDEN STAR RESOURCES LTD.Sold out | February 14, 2022 | 0 | 0.0% |
View Condire Management, LP's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-15 |
SC 13G/A | 2024-02-14 |
SC 13G | 2024-02-14 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
SC 13G/A | 2023-02-14 |
13F-HR | 2023-02-14 |
13F-HR/A | 2022-11-21 |
13F-HR | 2022-11-14 |
View Condire Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.