Condire Management, LP 13F Holdings
CIK 0001847739 · DALLAS, TX
As of Sep 30, 2025, Condire Management, LP reported 20 positions worth $835.4M in its SEC Form 13F filing.
Top 20 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NEW GOLD INC | NGD | Basic Materials | 30,039,918 | $215.7M | 25.82% |
| SSR MINING INC | SSRM | Basic Materials | 3,353,891 | $81.9M | 9.80% |
| I-80 GOLD CORP | IAUX | Basic Materials | 80,100,000 | $76.5M | 9.16% |
| OSISKO DEVELOPMENT CORP | ODV | Basic Materials | 21,964,844 | $74.5M | 8.91% |
| VALARIS LTD | VAL | Energy | 1,158,651 | $56.5M | 6.76% |
| SIBANYE STILLWATER LTD | SBSW | Basic Materials | 4,964,929 | $55.8M | 6.68% |
| CHORD ENERGY CORP | CHRD | Energy | 531,291 | $52.8M | 6.32% |
| RAYONIER ADVANCED MATERIALS INC | RYAM | Basic Materials | 6,356,130 | $45.9M | 5.49% |
| SEADRILL LTD | SDRL | Energy | 1,279,968 | $38.7M | 4.63% |
| ENDEAVOUR SILVER CORP | EXK | Basic Materials | 3,000,000 | $23.5M | 2.82% |
| CENOVUS ENERGY INC | CVE | Energy | 1,100,000 |