Institutions / Condire Management, LP
Condire Management, LP
CIK 1847739 · Institution · as of Dec 31, 2025
Portfolio value
$957.97M
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| New Gold Inc Cda | $238.98M | 24.9% |
| i-80 Gold Corp.IAUX | $117.15M | 12.2% |
| Osisko Development Corp | $80.66M | 8.4% |
| Sibanye Stillwater LimitedSBSW | $74.73M | 7.8% |
| Valaris Ltd | $58.40M | 6.1% |
| B2GOLD Corp | $50.81M | 5.3% |
| Chord Energy Corp | $46.86M | 4.9% |
| SEADRILL Ltd | $44.29M | 4.6% |
| Endeavour Silver Corp | $42.33M | 4.4% |
| I-80 Gold Corp | $38.03M | 4.0% |
| Rayonier Advanced Materials Inc. | $37.45M | 3.9% |
| Cenovus Energy Inc | $18.61M | 1.9% |
| Core Natural Resources, Inc. | $17.85M | 1.9% |
| Agnico Eagle Mines Ltd | $16.14M | 1.7% |
| Tidewater Inc | $14.44M | 1.5% |
| Nexmetals Mining Corp. | $13.74M | 1.4% |
| SPDR Series Trust | $12.69M | 1.3% |
| Elemental Rty Corp | $11.65M | 1.2% |
| Cadeler a S | $11.61M | 1.2% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $5.18M | 0.5% |
| Tsakos Energy Navigation Ltd | $4.28M | 0.4% |
| McEwen Inc. | $2.09M | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.