Condire Management, LP Portfolio Holdings by Sector

Condire Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Gold \| Basic Materials NGD SBSW ODV SSRM AEM HL CDE 7 stocks	$282,941 46.87% of portfolio	4	1	3	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHRD LPI CIVI 3 stocks	$82,769 13.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials HBM 1 stocks	$77,193 12.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy VAL TDW 2 stocks	$61,978 10.27% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs XLB XME XLE 3 stocks	$31,730 5.26% of portfolio	2	1	2	-	0 Calls 0 Puts
Chemicals \| Basic Materials RYAM 1 stocks	$24,471 4.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials PPTA EXK 2 stocks	$15,730 2.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVE 1 stocks	$14,960 2.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy INSW TNP 2 stocks	$11,872 1.97% 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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