Condire Management, LP Portfolio Holdings by Sector

Condire Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Gold \| Basic Materials NGD AEM SBSW 3 stocks	$160,071 23.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy VAL TDW 2 stocks	$129,398 19.18% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs XLE XOP 2 stocks	$106,379 15.77% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHRD 1 stocks	$71,329 10.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials RYAM 1 stocks	$54,408 8.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials HBM 1 stocks	$46,695 6.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials GATO PPTA 2 stocks	$45,053 6.68% of portfolio	1	1	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVE 1 stocks	$36,969 5.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Thermal Coal \| Energy ARCH 1 stocks	$24,394 3.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy SDRL 1 stocks	$0 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts

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