Filed: 8/14/2025ACC: 0001085146-25-005244
📋 What this filing means
CONDIRE MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $694.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$694.31M
Total AUM (reported)
157.66M
Total Shares
Allocation by class
COM$448.20M64.6%
COM NEW$89.34M12.9%
CL A$48.79M7.0%
SPONSORED ADR$46.11M6.6%
SBI MATERIALS$19.98M2.9%
COM SHS$14.06M2.0%
SPON ADR$12.41M1.8%
Portfolio Concentration
Top 3$290.71M41.9%
4–10$253.87M36.6%
11–25$147.11M21.2%
Rest$2.62M0.4%
Top 3 weight
41.9%
Top 10 weight
78.4%
Voting Authority Distribution
Total shares with voting rights: 157.66M
Sole
Full voting authority
157.66M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
NEW GOLD INC CDA
SOLEShares32.74M
TypeSH
Market value$162.06M
23.34%
Sole
32.74M
Shared
0.00
None
0.00
HUDBAY MINERALS INC
SOLEShares7.28M
TypeSH
Market value$77.19M
11.12%
Sole
7.28M
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares531.29K
TypeSH
Market value$51.46M
7.41%
Sole
531.29K
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares1.16M
TypeSH
Market value$48.79M
7.03%
Sole
1.16M
Shared
0.00
None
0.00
I-80 GOLD CORP
SOLEShares80M
TypeSH
Market value$47.87M
6.89%
Sole
80M
Shared
0.00
None
0.00
SIBANYE STILLWATER LTD
SOLEShares6.39M
TypeSH
Market value$46.11M
6.64%
Sole
6.39M
Shared
0.00
None
0.00
SEADRILL LTD
SOLEShares1.28M
TypeSH
Market value$33.60M
4.84%
Sole
1.28M
Shared
0.00
None
0.00
OSISKO DEVELOPMENT CORP
SOLEShares12.55M
TypeSH
Market value$26.86M
3.87%
Sole
12.55M
Shared
0.00
None
0.00
SSR MINING IN
SOLEShares2.05M
TypeSH
Market value$26.17M
3.77%
Sole
2.05M
Shared
0.00
None
0.00
RAYONIER ADVANCED MATLS INC
SOLEShares6.36M
TypeSH
Market value$24.47M
3.52%
Sole
6.36M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares227.52K
TypeSH
Market value$19.98M
2.88%
Sole
227.52K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares1.10M
TypeSH
Market value$14.96M
2.15%
Sole
1.10M
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares201.66K
TypeSH
Market value$14.06M
2.03%
Sole
201.66K
Shared
0.00
None
0.00
TIDEWATER INC NEW
SOLEShares285.90K
TypeSH
Market value$13.19M
1.90%
Sole
285.90K
Shared
0.00
None
0.00
CADELER A S
SOLEShares624.40K
TypeSH
Market value$12.41M
1.79%
Sole
624.40K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares95.19K
TypeSH
Market value$11.32M
1.63%
Sole
95.19K
Shared
0.00
None
0.00
PERPETUA RESOURCES CORP
SOLEShares890.46K
TypeSH
Market value$10.81M
1.56%
Sole
890.46K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares152.09K
TypeSH
Market value$10.22M
1.47%
Sole
152.09K
Shared
0.00
None
0.00
VITAL ENERGY INC
SOLEShares530.98K
TypeSH
Market value$8.54M
1.23%
Sole
530.98K
Shared
0.00
None
0.00
INTERNATIONAL SEAWAYS INC
SOLEShares194.76K
TypeSH
Market value$7.10M
1.02%
Sole
194.76K
Shared
0.00
None
0.00
HECLA MNG CO
SOLEShares1M
TypeSH
Market value$5.99M
0.86%
Sole
1M
Shared
0.00
None
0.00
CIVITAS RESOURCES INC
SOLEShares200K
TypeSH
Market value$5.50M
0.79%
Sole
200K
Shared
0.00
None
0.00
ENDEAVOUR SILVER CORP
SOLEShares1M
TypeSH
Market value$4.92M
0.71%
Sole
1M
Shared
0.00
None
0.00
COEUR MNG INC
SOLEShares500K
TypeSH
Market value$4.43M
0.64%
Sole
500K
Shared
0.00
None
0.00
TSAKOS ENERGY NAVIGATION LTD
SOLEShares190.98K
TypeSH
Market value$3.66M
0.53%
Sole
190.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEW GOLD INC CDASOLE | COM | 32.74M | SH | $162.06M 23.34% | 32.74M | 0.00 | 0.00 |
HUDBAY MINERALS INCSOLE | COM | 7.28M | SH | $77.19M 11.12% | 7.28M | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 531.29K | SH | $51.46M 7.41% | 531.29K | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 1.16M | SH | $48.79M 7.03% | 1.16M | 0.00 | 0.00 |
I-80 GOLD CORPSOLE | COM | 80M | SH | $47.87M 6.89% | 80M | 0.00 | 0.00 |
SIBANYE STILLWATER LTDSOLE | SPONSORED ADR | 6.39M | SH | $46.11M 6.64% | 6.39M | 0.00 | 0.00 |
SEADRILL LTDSOLE | COM | 1.28M | SH | $33.60M 4.84% | 1.28M | 0.00 | 0.00 |
OSISKO DEVELOPMENT CORPSOLE | COM NEW | 12.55M | SH | $26.86M 3.87% | 12.55M | 0.00 | 0.00 |
SSR MINING INSOLE | COM | 2.05M | SH | $26.17M 3.77% | 2.05M | 0.00 | 0.00 |
RAYONIER ADVANCED MATLS INCSOLE | COM | 6.36M | SH | $24.47M 3.52% | 6.36M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI MATERIALS | 227.52K | SH | $19.98M 2.88% | 227.52K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 1.10M | SH | $14.96M 2.15% | 1.10M | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 201.66K | SH | $14.06M 2.03% | 201.66K | 0.00 | 0.00 |
TIDEWATER INC NEWSOLE | COM | 285.90K | SH | $13.19M 1.90% | 285.90K | 0.00 | 0.00 |
CADELER A SSOLE | SPON ADR | 624.40K | SH | $12.41M 1.79% | 624.40K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 95.19K | SH | $11.32M 1.63% | 95.19K | 0.00 | 0.00 |
PERPETUA RESOURCES CORPSOLE | COM | 890.46K | SH | $10.81M 1.56% | 890.46K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | S&P METALS MNG | 152.09K | SH | $10.22M 1.47% | 152.09K | 0.00 | 0.00 |
VITAL ENERGY INCSOLE | COM | 530.98K | SH | $8.54M 1.23% | 530.98K | 0.00 | 0.00 |
INTERNATIONAL SEAWAYS INCSOLE | COM | 194.76K | SH | $7.10M 1.02% | 194.76K | 0.00 | 0.00 |
HECLA MNG COSOLE | COM | 1M | SH | $5.99M 0.86% | 1M | 0.00 | 0.00 |
CIVITAS RESOURCES INCSOLE | COM NEW | 200K | SH | $5.50M 0.79% | 200K | 0.00 | 0.00 |
ENDEAVOUR SILVER CORPSOLE | COM | 1M | SH | $4.92M 0.71% | 1M | 0.00 | 0.00 |
COEUR MNG INCSOLE | COM NEW | 500K | SH | $4.43M 0.64% | 500K | 0.00 | 0.00 |
TSAKOS ENERGY NAVIGATION LTDSOLE | SHS | 190.98K | SH | $3.66M 0.53% | 190.98K | 0.00 | 0.00 |
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