Condire Management, LP Portfolio Holdings by Sector

Condire Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Gold \| Basic Materials NGD SSRM ODV SBSW AEM 5 stocks	$443,897 66.32% of portfolio	2	2	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy VAL TDW 2 stocks	$71,754 10.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHRD 1 stocks	$52,794 7.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials RYAM 1 stocks	$44,556 6.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials EXK 1 stocks	$23,520 3.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVE 1 stocks	$18,689 2.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy INSW TNP 2 stocks	$13,742 2.05% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs XME 1 stocks	$379 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy SDRL 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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