13F HOLDINGS REPORT
Condire Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001847739-25-000002
Total Value
$835.4M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW GOLD INC CDA | 644535106 | 30,039,918 | $215.7M | 25.82% |
| 2 | SSR MINING IN | SSRGF | 3,353,891 | $81.9M | 9.80% |
| 3 | I-80 GOLD CORP | IAUX-WT | 80,100,000 | $76.5M | 9.16% |
| 4 | OSISKO DEVELOPMENT CORP | OSDVF | 21,964,844 | $74.5M | 8.91% |
| 5 | VALARIS LTD | VAL-WT | 1,158,651 | $56.5M | 6.76% |
| 6 | SIBANYE STILLWATER LTD | SBYSF | 4,964,929 | $55.8M | 6.68% |
| 7 | CHORD ENERGY CORPORATION | CHRD | 531,291 | $52.8M | 6.32% |
| 8 | RAYONIER ADVANCED MATLS INC | RYN | 6,356,130 | $45.9M | 5.49% |
| 9 | SEADRILL LTD | SDRL | 1,279,968 | $38.7M | 4.63% |
| 10 | ENDEAVOUR SILVER CORP | EXK | 3,000,000 | $23.5M | 2.82% |
| 11 | CENOVUS ENERGY INC | CVE | 1,100,000 | $18.7M | 2.24% |
| 12 | I-80 GOLD CORP | IAUX-WT | 40,846,499 | $18.4M | 2.20% |
| 13 | CORE NATURAL RESOURCES INC | CNR | 201,663 | $16.8M | 2.02% |
| 14 | AGNICO EAGLE MINES LTD | AEM | 95,186 | $16.0M | 1.92% |
| 15 | TIDEWATER INC NEW | TDGMW | 285,900 | $15.2M | 1.83% |
| 16 | CADELER A S | CDLR | 624,400 | $12.9M | 1.54% |
| 17 | INTERNATIONAL SEAWAYS INC | INSW | 194,763 | $9.0M | 1.07% |
| 18 | TSAKOS ENERGY NAVIGATION LTD | TEN-PF | 190,977 | $4.2M | 0.51% |
| 19 | MCEWEN INC. | MUX | 113,000 | $1.9M | 0.23% |
| 20 | SPDR SERIES TRUST | 78464A755 | 4,076 | $379,842 | 0.05% |