Condire Management, LP

CIK Number: 0001847739

668.76M
Market Value
18
# of Holdings
6 months
Avg. Holding Period
11.11%
Win Rate
-17.29%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SDRL Seadrill Limite...
28.50
+1.50% 3.04M +18.18% 118.33M 42.88 17.14%
2 VAL Valaris Limited
45.56
+0.22% 2.62M +34.09% 115.85M 50.53 16.78%
3 NGD New Gold Inc.
4.89
+1.66% 32.74M -6.14% 81.19M 1.95 11.76%
4 CHRD Chord Energy Co...
102.40
+0.71% 547.72K 0.00% 64.04M 114.89 9.27%
5 RYAM Rayonier Advanc...
4.04
-0.12% 6.36M 0.00% 52.44M 5.28 7.59%
6 HBM Hudbay Minerals...
9.61
+1.75% 5.08M 0.00% 41.11M 5.65 5.95%
7 CVE Cenovus Energy ...
14.44
+0.80% 2.11M -4.59% 31.94M 20.11 4.63%
8 AEM Agnico Eagle Mi...
122.06
+2.65% 400K -26.79% 31.28M 45.18 4.53%
9 VTLE Vital Energy, I...
20.11
+4.06% 616.62K +100.00% 19.07M 30.92 2.76%
10 TDW Tidewater Inc.
48.17
+0.09% 285.9K 0.00% 15.64M 72.11 2.27%
11 CIVI Civitas Resourc...
31.36
-0.21% 333.91K +100.00% 15.32M 45.87 2.22%
12 CDLR Cadeler A/S
22.07
+0.89% 624.4K 0.00% 13.94M 18.4 2.02%
13 SBSW Sibanye Stillwa...
7.17
+2.65% 3.79M 0.00% 12.51M 16.87 1.81%
14 XLE Energy Select S...
86.58
+0.34% 136.91K -86.33% 11.73M 88.55 1.70%
15 XOP SPDR S&P Oil & ...
129.31
+0.63% 84.69K -39.51% 11.21M 141.21 1.62%
16 PPTA Perpetua Resour...
13.16
-20.16% 890.46K +6.89% 9.5M 9.44 1.38%
17 MUX McEwen Mining I...
9.30
+0.16% 113K -0.00% 879.12K 9.3 0.13%
18 ODV Osisko Developm...
2.23
+2.52% 15.66K +100.00% 25.52K 1.63 < 0.01%