Condire Management, LP
CIK: 0001847739SEC EDGAR →
Portfolio Value
$958.0M
Holdings
22
As of
Q4 2025
New Positions
1
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NEW GOLD INC CDA | 27,437,020 | $239.0M | 24.95% |
| 2 | I-80 GOLD CORP | 80,241,558 | $117.2M | 12.23% |
| 3 | OSISKO DEVELOPMENT CORP | 23,112,036 | $80.7M | 8.42% |
| 4 | SIBANYE STILLWATER LTD | 5,244,469 | $74.7M | 7.80% |
| 5 | VALARIS LTD | 1,158,651 | $58.4M | 6.10% |
| 6 | B2GOLD CORP | 11,265,300 | $50.8M | 5.30% |
| 7 | CHORD ENERGY CORPORATION | 505,536 | $46.9M | 4.89% |
| 8 | SEADRILL LTD | 1,279,968 | $44.3M | 4.62% |
| 9 | ENDEAVOUR SILVER CORP | 4,503,543 | $42.3M | 4.42% |
| 10 | I-80 GOLD CORP | 41,339,999 | $38.0M | 3.97% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Basic Materials | 8 | $475.4M | 49.6% |
| Energy | 7 | $204.7M | 21.4% |
| Financial Services | 3 | $135.0M | 14.1% |
| Unknown | 2 | $80.4M | 8.4% |
| Technology | 1 | $50.8M | 5.3% |
| Industrials | 1 | $11.6M | 1.2% |