Condire Management as of March 31, 2025
Portfolio Holdings for Condire Management
Condire Management holds 22 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Gold Inc Cda (NGD) | 18.2 | $122M | 33M | 3.71 | |
| Valaris Cl A (VAL) | 16.8 | $113M | 2.9M | 39.26 | |
| Seadrill 2021 (SDRL) | 11.5 | $77M | 3.1M | 25.00 | |
| Chord Energy Corporation Com New (CHRD) | 9.0 | $60M | 531k | 112.72 | |
| HudBay Minerals (HBM) | 7.1 | $48M | 6.3M | 7.59 | |
| Rayonier Advanced Matls (RYAM) | 5.5 | $37M | 6.4M | 5.75 | |
| Cenovus Energy (CVE) | 4.4 | $29M | 2.1M | 13.91 | |
| Newmont Mining Corporation (NEM) | 4.3 | $29M | 600k | 48.28 | |
| Agnico (AEM) | 2.9 | $19M | 177k | 108.41 | |
| Osisko Development Corp Com New (ODV) | 2.8 | $19M | 13M | 1.49 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 2.6 | $17M | 3.8M | 4.58 | |
| Core Natural Resources Com Shs (CNR) | 2.3 | $16M | 202k | 77.10 | |
| Cadeler A S Spon Adr (CDLR) | 1.8 | $12M | 624k | 19.66 | |
| Tidewater (TDW) | 1.8 | $12M | 286k | 42.27 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 1.7 | $12M | 88k | 131.71 | |
| Laredo Petroleum (VTLE) | 1.7 | $11M | 531k | 21.22 | |
| Civitas Resources Com New (CIVI) | 1.5 | $10M | 290k | 34.89 | |
| Perpetua Resources (PPTA) | 1.4 | $9.5M | 891k | 10.69 | |
| Select Sector Spdr Tr Energy (XLE) | 1.1 | $7.5M | 80k | 93.45 | |
| International Seaways (INSW) | 1.0 | $6.5M | 195k | 33.20 | |
| Tsakos Energy Navigation SHS (TEN) | 0.5 | $3.3M | 191k | 17.06 | |
| Mcewen Mng Com New (MUX) | 0.1 | $853k | 113k | 7.55 |
