Condire Management, LP Portfolio Holdings by Sector

Condire Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Gold \| Basic Materials NGD NEM AEM ODV SBSW 5 stocks	$205,685 35.5% of portfolio	2	1	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy VAL TDW 2 stocks	$124,563 21.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHRD LPI CIVI 3 stocks	$95,806 16.54% of portfolio	-	3	-	-	0 Calls 0 Puts
Copper \| Basic Materials HBM 1 stocks	$47,631 8.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials RYAM 1 stocks	$36,547 6.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVE 1 stocks	$29,326 5.06% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs XOP XLE 2 stocks	$19,051 3.29% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy INSW TNP 2 stocks	$11,234 1.94% of portfolio	2	-	2	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials PPTA 1 stocks	$9,519 1.64% 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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