13F HOLDINGS REPORT
Condire Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005244
Total Value
$694.3M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW GOLD INC CDA | 644535106 | 32,739,918 | $162.1M | 23.34% |
| 2 | HUDBAY MINERALS INC | HBM | 7,275,553 | $77.2M | 11.12% |
| 3 | CHORD ENERGY CORPORATION | CHRD | 531,291 | $51.5M | 7.41% |
| 4 | VALARIS LTD | VAL-WT | 1,158,651 | $48.8M | 7.03% |
| 5 | I-80 GOLD CORP | IAUX-WT | 80,000,000 | $47.9M | 6.89% |
| 6 | SIBANYE STILLWATER LTD | SBYSF | 6,386,739 | $46.1M | 6.64% |
| 7 | SEADRILL LTD | SDRL | 1,279,968 | $33.6M | 4.84% |
| 8 | OSISKO DEVELOPMENT CORP | OSDVF | 12,551,934 | $26.9M | 3.87% |
| 9 | SSR MINING IN | SSRGF | 2,053,891 | $26.2M | 3.77% |
| 10 | RAYONIER ADVANCED MATLS INC | RYN | 6,356,130 | $24.5M | 3.52% |
| 11 | SELECT SECTOR SPDR TR | 81369Y100 | 227,517 | $20.0M | 2.88% |
| 12 | CENOVUS ENERGY INC | CVE | 1,100,000 | $15.0M | 2.15% |
| 13 | CORE NATURAL RESOURCES INC | CNR | 201,663 | $14.1M | 2.03% |
| 14 | TIDEWATER INC NEW | TDGMW | 285,900 | $13.2M | 1.90% |
| 15 | CADELER A S | CDLR | 624,400 | $12.4M | 1.79% |
| 16 | AGNICO EAGLE MINES LTD | AEM | 95,186 | $11.3M | 1.63% |
| 17 | PERPETUA RESOURCES CORP | PPTA | 890,459 | $10.8M | 1.56% |
| 18 | SPDR SERIES TRUST | 78464A755 | 152,085 | $10.2M | 1.47% |
| 19 | VITAL ENERGY INC | 516806205 | 530,981 | $8.5M | 1.23% |
| 20 | INTERNATIONAL SEAWAYS INC | INSW | 194,763 | $7.1M | 1.02% |
| 21 | HECLA MNG CO | 422704106 | 1,000,000 | $6.0M | 0.86% |
| 22 | CIVITAS RESOURCES INC | 17888H103 | 200,000 | $5.5M | 0.79% |
| 23 | ENDEAVOUR SILVER CORP | EXK | 1,000,000 | $4.9M | 0.71% |
| 24 | COEUR MNG INC | 192108504 | 500,000 | $4.4M | 0.64% |
| 25 | TSAKOS ENERGY NAVIGATION LTD | TEN-PF | 190,977 | $3.7M | 0.53% |
| 26 | SELECT SECTOR SPDR TR | 81369Y506 | 18,030 | $1.5M | 0.22% |
| 27 | MCEWEN INC. | MUX | 113,000 | $1.1M | 0.16% |