13F HOLDINGS REPORT
Condire Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003222
Total Value
$668.8M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW GOLD INC CDA | 644535106 | 32,739,918 | $121.5M | 18.16% |
| 2 | VALARIS LTD | VAL-WT | 2,864,986 | $112.5M | 16.82% |
| 3 | SEADRILL LTD | SDRL | 3,070,703 | $76.8M | 11.48% |
| 4 | CHORD ENERGY CORPORATION | CHRD | 531,291 | $59.9M | 8.95% |
| 5 | HUDBAY MINERALS INC | HBM | 6,275,553 | $47.6M | 7.12% |
| 6 | RAYONIER ADVANCED MATLS INC | RYN | 6,356,130 | $36.5M | 5.46% |
| 7 | CENOVUS ENERGY INC | CVE | 2,108,306 | $29.3M | 4.39% |
| 8 | NEWMONT CORP | NEMCL | 600,000 | $29.0M | 4.33% |
| 9 | AGNICO EAGLE MINES LTD | AEM | 177,022 | $19.2M | 2.87% |
| 10 | OSISKO DEVELOPMENT CORP | OSDVF | 12,551,934 | $18.7M | 2.80% |
| 11 | SIBANYE STILLWATER LTD | SBYSF | 3,790,555 | $17.4M | 2.60% |
| 12 | CORE NATURAL RESOURCES INC | CNR | 201,663 | $15.5M | 2.32% |
| 13 | CADELER A S | CDLR | 624,400 | $12.3M | 1.84% |
| 14 | TIDEWATER INC NEW | TDGMW | 285,900 | $12.1M | 1.81% |
| 15 | SPDR SER TR | 78468R556 | 87,889 | $11.6M | 1.73% |
| 16 | VITAL ENERGY INC | 516806205 | 530,981 | $11.3M | 1.68% |
| 17 | CIVITAS RESOURCES INC | 17888H103 | 289,764 | $10.1M | 1.51% |
| 18 | PERPETUA RESOURCES CORP | PPTA | 890,459 | $9.5M | 1.42% |
| 19 | SELECT SECTOR SPDR TR | 81369Y506 | 80,000 | $7.5M | 1.12% |
| 20 | INTERNATIONAL SEAWAYS INC | INSW | 194,763 | $6.5M | 0.97% |
| 21 | TSAKOS ENERGY NAVIGATION LTD | TEN-PF | 190,977 | $3.3M | 0.49% |
| 22 | MCEWEN MNG INC | MUX | 113,000 | $853,150 | 0.13% |