Condire Management, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Condire Management, LP

CIK Number: 0001847739

694.31M
Market Value
26
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NGD New Gold Inc.
7.34
+0.82% 32.74M 0.00% 162.06M 1.95 23.34% Share
2 HBM Hudbay Minerals...
15.45
+0.49% 7.28M +15.93% 77.19M 6.65 11.12% Share
3 CHRD Chord Energy Co...
97.52
-2.9% 531.29K 0.00% 51.46M 114.89 7.41% Share
4 VAL Valaris Limited
50.20
-1.99% 1.16M -59.56% 48.79M 49.56 7.03% Share
5 IAUX i-80 Gold Corp.
0.94
-0.51% 80M +100.00% 47.87M 0.5984 6.89% Share
6 SBSW Sibanye Stillwa...
11.38
-0.91% 6.39M +68.49% 46.11M 12.94 6.64% Share
7 SDRL Seadrill Limite...
31.22
-0.92% 1.28M -58.32% 33.6M 42.7 4.84% Share
8 ODV Osisko Developm...
3.32
-2.06% 12.55M 0.00% 26.86M 1.49 3.87% Share
9 SSRM SSR Mining Inc.
23.50
-1.63% 2.05M +100.00% 26.17M 12.74 3.77% Share
10 RYAM Rayonier Advanc...
7.56
+0.80% 6.36M 0.00% 24.47M 5.28 3.52% Share
11 XLB Materials Selec...
89.73
+1.18% 227.52K +100.00% 19.98M 87.81 2.88% Share
12 CVE Cenovus Energy ...
16.74
-0.06% 1.1M -47.83% 14.96M 20.11 2.15% Share
13 CNR Core Natural Re...
85.84
+0.06% 201.66K 0.00% 14.06M 77.1 2.03% Share
14 TDW Tidewater Inc.
52.70
-3.84% 285.9K 0.00% 13.19M 72.11 1.90% Share
15 CDLR Cadeler A/S
21.47
-1.24% 624.4K 0.00% 12.41M 18.4 1.79% Share
16 AEM Agnico Eagle Mi...
168.16
-1.19% 95.19K -46.23% 11.32M 45.18 1.63% Share
17 PPTA Perpetua Resour...
21.01
+1.64% 890.46K 0.00% 10.81M 9.44 1.56% Share
18 XME SPDR S&P Metals...
96.70
+1.46% 152.09K +100.00% 10.22M 67.22 1.47% Share
19 VTLE Vital Energy, I...
16.21
-5.2% 530.98K 0.00% 8.54M 30.92 1.23% Share
20 INSW International S...
46.07
-0.13% 194.76K 0.00% 7.1M 33.2 1.02% Share
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