$502 Million is the total value of Condire Management, LP's 15 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RYAM | RAYONIER ADVANCED MATLS INC | $39,027,113 | -34.7% | 6,224,420 | 0.0% | 7.77% | -28.7% | |
SBSW | SIBANYE STILLWATER LTDsponsored adr | $31,537,418 | -22.0% | 3,790,555 | 0.0% | 6.28% | -14.8% | |
AEM | AGNICO EAGLE MINES LTD | $31,244,661 | -2.0% | 613,001 | 0.0% | 6.22% | +7.0% | |
EQT | EQT CORP | $28,431,810 | -5.7% | 891,000 | 0.0% | 5.66% | +3.0% | |
SWN | SOUTHWESTERN ENERGY CO | $24,650,000 | -14.5% | 4,930,000 | 0.0% | 4.91% | -6.7% | |
TRIPLE FLAG PRECIOUS METAL | $2,975,050 | +8.6% | 199,000 | 0.0% | 0.59% | +18.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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 | 2024-05-15 |
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 |
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.