Condire Management, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Condire Management, LP disclosed 20 US equity positions worth $835.4m in its Q3 2025 13F filing. The largest position was NGDN at 25.8% of the reported book, followed by SSRM and IAUX. Against the Q2 2025 filing, it opened 1 new position, added to 3 and reduced 3 among the top 20 holdings.
What did Condire Management, LP own in Q3 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NGDN NEW GOLD INC CDA | 25.8% | $215.7m | 30,039,918 | -8% | reduced | |
| 2 | SSRM SSR MINING IN | Basic Materials | 9.8% | $81.9m | 3,353,891 | 63% | added |
| 3 | IAUX I-80 GOLD CORP | 9.2% | $76.5m | 80,100,000 | 0% | held | |
| 4 | NPDEUR OSISKO DEVELOPMENT CORP | 8.9% | $74.5m | 21,964,844 | 75% | added | |
| 5 | VALARIS LTD | 6.8% | $56.5m | 1,158,651 | 0% | held | |
| 6 | SBSW SIBANYE STILLWATER LTD | Basic Materials | 6.7% | $55.8m | 4,964,929 | -22% | reduced |
| 7 | CHRD CHORD ENERGY CORPORATION | Energy | 6.3% | $52.8m | 531,291 | 0% | held |
| 8 | RYAM RAYONIER ADVANCED MATLS INC | Basic Materials | 5.5% | $45.9m | 6,356,130 | 0% | held |
| 9 | SEADRILL LTD | 4.6% | $38.7m | 1,279,968 | 0% | held | |
| 10 | EXK ENDEAVOUR SILVER CORP | Basic Materials | 2.8% | $23.5m | 3,000,000 | 200% | added |
| 11 | CVE CENOVUS ENERGY INC | Energy | 2.2% | $18.7m | 1,100,000 | 0% | held |
| 12 | I-80 GOLD CORP | 2.2% | $18.4m | 40,846,499 | – | new | |
| 13 | CNR CORE NATURAL RESOURCES INC | Energy | 2.0% | $16.8m | 201,663 | 0% | held |
| 14 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 1.9% | $16.0m | 95,186 | 0% | held |
| 15 | TDW TIDEWATER INC NEW | Energy | 1.8% | $15.2m | 285,900 | 0% | held |
| 16 | CDLR CADELER A S | 1.5% | $12.9m | 624,400 | 0% | held | |
| 17 | INSW INTERNATIONAL SEAWAYS INC | Energy | 1.1% | $9.0m | 194,763 | 0% | held |
| 18 | TSAKOS ENERGY NAVIGATION LTD | 0.5% | $4.2m | 190,977 | 0% | held | |
| 19 | MUX MCEWEN INC. | 0.2% | $1.9m | 113,000 | 0% | held | |
| 20 | XME SPDR SERIES TRUST | 0.0% | $379.8k | 4,076 | -97% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.