Condire Management as of Sept. 30, 2025
Portfolio Holdings for Condire Management
Condire Management holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Gold Inc Cda (NGD) | 25.8 | $216M | 30M | 7.18 | |
| Ssr Mining (SSRM) | 9.8 | $82M | 3.4M | 24.42 | |
| I-80 Gold Corp (IAUX) | 9.2 | $77M | 80M | 0.96 | |
| Osisko Development Corp Com New (ODV) | 8.9 | $75M | 22M | 3.39 | |
| Valaris Cl A (VAL) | 6.8 | $57M | 1.2M | 48.77 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 6.7 | $56M | 5.0M | 11.24 | |
| Chord Energy Corporation Com New (CHRD) | 6.3 | $53M | 531k | 99.37 | |
| Rayonier Advanced Matls (RYAM) | 5.5 | $46M | 6.4M | 7.22 | |
| Seadrill 2021 (SDRL) | 4.6 | $39M | 1.3M | 30.21 | |
| Endeavour Silver Corp (EXK) | 2.8 | $24M | 3.0M | 7.84 | |
| Cenovus Energy (CVE) | 2.2 | $19M | 1.1M | 16.99 | |
| I-80 Gold Corp *w Exp 11/16/202 | 2.2 | $18M | 41M | 0.45 | |
| Core Natural Resources Com Shs (CNR) | 2.0 | $17M | 202k | 83.48 | |
| Agnico (AEM) | 1.9 | $16M | 95k | 168.56 | |
| Tidewater (TDW) | 1.8 | $15M | 286k | 53.33 | |
| Cadeler A S Spon Adr (CDLR) | 1.5 | $13M | 624k | 20.65 | |
| International Seaways (INSW) | 1.1 | $9.0M | 195k | 46.08 | |
| Tsakos Energy Navigation SHS (TEN) | 0.5 | $4.2M | 191k | 22.22 | |
| Mcewen Com New (MUX) | 0.2 | $1.9M | 113k | 17.10 | |
| Spdr Series Trust S&p Metals Mng (XME) | 0.0 | $380k | 4.1k | 93.19 |
