Condire Management as of June 30, 2025
Portfolio Holdings for Condire Management
Condire Management holds 27 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Gold Inc Cda (NGD) | 23.3 | $162M | 33M | 4.95 | |
| HudBay Minerals (HBM) | 11.1 | $77M | 7.3M | 10.61 | |
| Chord Energy Corporation Com New (CHRD) | 7.4 | $52M | 531k | 96.85 | |
| Valaris Cl A (VAL) | 7.0 | $49M | 1.2M | 42.11 | |
| I-80 Gold Corp (IAUX) | 6.9 | $48M | 80M | 0.60 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 6.6 | $46M | 6.4M | 7.22 | |
| Seadrill 2021 (SDRL) | 4.8 | $34M | 1.3M | 26.25 | |
| Osisko Development Corp Com New (ODV) | 3.9 | $27M | 13M | 2.14 | |
| Ssr Mining (SSRM) | 3.8 | $26M | 2.1M | 12.74 | |
| Rayonier Advanced Matls (RYAM) | 3.5 | $25M | 6.4M | 3.85 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 2.9 | $20M | 228k | 87.81 | |
| Cenovus Energy (CVE) | 2.2 | $15M | 1.1M | 13.60 | |
| Core Natural Resources Com Shs (CNR) | 2.0 | $14M | 202k | 69.74 | |
| Tidewater (TDW) | 1.9 | $13M | 286k | 46.13 | |
| Cadeler A S Spon Adr (CDLR) | 1.8 | $12M | 624k | 19.87 | |
| Agnico (AEM) | 1.6 | $11M | 95k | 118.93 | |
| Perpetua Resources (PPTA) | 1.6 | $11M | 891k | 12.14 | |
| Spdr Series Trust S&p Metals Mng (XME) | 1.5 | $10M | 152k | 67.22 | |
| Laredo Petroleum (VTLE) | 1.2 | $8.5M | 531k | 16.09 | |
| International Seaways (INSW) | 1.0 | $7.1M | 195k | 36.48 | |
| Hecla Mining Company (HL) | 0.9 | $6.0M | 1.0M | 5.99 | |
| Civitas Resources Com New (CIVI) | 0.8 | $5.5M | 200k | 27.52 | |
| Endeavour Silver Corp (EXK) | 0.7 | $4.9M | 1.0M | 4.92 | |
| Coeur Mng Com New (CDE) | 0.6 | $4.4M | 500k | 8.86 | |
| Tsakos Energy Navigation SHS (TEN) | 0.5 | $3.7M | 191k | 19.19 | |
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.5M | 18k | 84.81 | |
| Mcewen Com New (MUX) | 0.2 | $1.1M | 113k | 9.61 |
