Condire Management as of Dec. 31, 2025
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 | 27M | 8.71 | |
| I-80 Gold Corp (IAUX) | 12.2 | $117M | 80M | 1.46 | |
| Osisko Development Corp Com New (ODV) | 8.4 | $81M | 23M | 3.49 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 7.8 | $75M | 5.2M | 14.25 | |
| Valaris Cl A (VAL) | 6.1 | $58M | 1.2M | 50.40 | |
| B2gold Corp (BTG) | 5.3 | $51M | 11M | 4.51 | |
| Chord Energy Corporation Com New (CHRD) | 4.9 | $47M | 506k | 92.70 | |
| Seadrill 2021 (SDRL) | 4.6 | $44M | 1.3M | 34.60 | |
| Endeavour Silver Corp (EXK) | 4.4 | $42M | 4.5M | 9.40 | |
| I-80 Gold Corp *w Exp 11/16/202 (IAUX.WS) | 4.0 | $38M | 41M | 0.92 | |
| Rayonier Advanced Matls (RYAM) | 3.9 | $38M | 6.4M | 5.89 | |
| Cenovus Energy (CVE) | 1.9 | $19M | 1.1M | 16.92 | |
| Core Natural Resources Com Shs (CNR) | 1.9 | $18M | 202k | 88.51 | |
| Agnico (AEM) | 1.7 | $16M | 95k | 169.53 | |
| Tidewater (TDW) | 1.5 | $14M | 286k | 50.51 | |
| Nexmetals Mining Corp. Com New (NEXM) | 1.4 | $14M | 3.5M | 3.91 | |
| Spdr Series Trust State Street Spd (XME) | 1.3 | $13M | 123k | 103.61 | |
| Elemental Rty Corp Com New (ELE) | 1.2 | $12M | 686k | 16.97 | |
| Cadeler A S Spon Adr (CDLR) | 1.2 | $12M | 624k | 18.59 | |
| Spdr Series Trust State Street Spd (XOP) | 0.5 | $5.2M | 41k | 126.26 | |
| Tsakos Energy Navigation SHS (TEN) | 0.4 | $4.3M | 191k | 22.42 | |
| Mcewen Com New (MUX) | 0.2 | $2.1M | 113k | 18.51 |
