Condire Management
Latest statistics and disclosures from Condire Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NGD, IAUX, ODV, SBSW, VAL, and represent 59.49% of Condire Management's stock portfolio.
- Added to shares of these 10 stocks: BTG (+$51M), EXK (+$14M), NEXM (+$14M), XME (+$12M), ELE (+$12M), XOP (+$5.2M), ODV, SBSW, IAUX.WS, IAUX.
- Started 4 new stock positions in ELE, BTG, NEXM, XOP.
- Reduced shares in these 4 stocks: SSRM (-$82M), NGD (-$23M), INSW (-$9.0M), CHRD.
- Sold out of its positions in SSRM, INSW.
- Condire Management was a net buyer of stock by $497k.
- Condire Management has $958M in assets under management (AUM), dropping by 14.67%.
- Central Index Key (CIK): 0001847739
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Portfolio Holdings for Condire Management
Condire Management holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| New Gold Inc Cda (NGD) | 24.9 | $239M | -8% | 27M | 8.71 |
|
| I-80 Gold Corp (IAUX) | 12.2 | $117M | 80M | 1.46 |
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| Osisko Development Corp Com New (ODV) | 8.4 | $81M | +5% | 23M | 3.49 |
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| Sibanye Stillwater Sponsored Adr (SBSW) | 7.8 | $75M | +5% | 5.2M | 14.25 |
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| Valaris Cl A (VAL) | 6.1 | $58M | 1.2M | 50.40 |
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| B2gold Corp (BTG) | 5.3 | $51M | NEW | 11M | 4.51 |
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| Chord Energy Corporation Com New (CHRD) | 4.9 | $47M | -4% | 506k | 92.70 |
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| Seadrill 2021 (SDRL) | 4.6 | $44M | 1.3M | 34.60 |
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| Endeavour Silver Corp (EXK) | 4.4 | $42M | +50% | 4.5M | 9.40 |
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| I-80 Gold Corp *w Exp 11/16/202 (IAUX.WS) | 4.0 | $38M | 41M | 0.92 |
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| Rayonier Advanced Matls (RYAM) | 3.9 | $38M | 6.4M | 5.89 |
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| Cenovus Energy (CVE) | 1.9 | $19M | 1.1M | 16.92 |
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| Core Natural Resources Com Shs (CNR) | 1.9 | $18M | 202k | 88.51 |
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| Agnico (AEM) | 1.7 | $16M | 95k | 169.53 |
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| Tidewater (TDW) | 1.5 | $14M | 286k | 50.51 |
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| Nexmetals Mining Corp. Com New (NEXM) | 1.4 | $14M | NEW | 3.5M | 3.91 |
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| Spdr Series Trust State Street Spd (XME) | 1.3 | $13M | +2904% | 123k | 103.61 |
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| Elemental Rty Corp Com New (ELE) | 1.2 | $12M | NEW | 686k | 16.97 |
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| Cadeler A S Spon Adr (CDLR) | 1.2 | $12M | 624k | 18.59 |
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| Spdr Series Trust State Street Spd (XOP) | 0.5 | $5.2M | NEW | 41k | 126.26 |
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| Tsakos Energy Navigation SHS (TEN) | 0.4 | $4.3M | 191k | 22.42 |
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| Mcewen Com New (MUX) | 0.2 | $2.1M | 113k | 18.51 |
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Past Filings by Condire Management
SEC 13F filings are viewable for Condire Management going back to 2021
- Condire Management 2025 Q4 filed Feb. 17, 2026
- Condire Management 2025 Q3 filed Nov. 14, 2025
- Condire Management 2025 Q2 filed Aug. 14, 2025
- Condire Management 2025 Q1 filed May 15, 2025
- Condire Management 2024 Q4 filed Feb. 14, 2025
- Condire Management 2024 Q3 filed Nov. 14, 2024
- Condire Management 2024 Q2 filed Aug. 14, 2024
- Condire Management 2024 Q1 filed May 15, 2024
- Condire Management 2023 Q4 filed Feb. 15, 2024
- Condire Management 2023 Q3 filed Nov. 15, 2023
- Condire Management 2023 Q2 filed Aug. 14, 2023
- Condire Management 2023 Q1 filed May 15, 2023
- Condire Management 2022 Q4 filed Feb. 14, 2023
- Condire Management 2022 Q3 restated filed Nov. 21, 2022
- Condire Management 2022 Q3 filed Nov. 14, 2022
- Condire Management 2022 Q2 filed Aug. 16, 2022