Filed: 11/14/2025ACC: 0001847739-25-000002
📋 What this filing means
CONDIRE MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $835.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$835.38M
Total AUM (reported)
196.41M
Total Shares
Allocation by class
COM$541.15M64.8%
COM NEW$129.19M15.5%
CL A$56.51M6.8%
SPONSORED ADR$55.81M6.7%
*W EXP 11/16/202$18.38M2.2%
COM SHS$16.83M2.0%
SPON ADR$12.89M1.5%
Portfolio Concentration
Top 3$374.12M44.8%
4–10$347.65M41.6%
11–25$113.62M13.6%
Top 3 weight
44.8%
Top 10 weight
86.4%
Voting Authority Distribution
Total shares with voting rights: 196.41M
Sole
Full voting authority
196.41M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
NEW GOLD INC CDA
SOLEShares30.04M
TypeSH
Market value$215.69M
25.82%
Sole
30.04M
Shared
0.00
None
0.00
SSR MINING IN
SOLEShares3.35M
TypeSH
Market value$81.90M
9.80%
Sole
3.35M
Shared
0.00
None
0.00
I-80 GOLD CORP
SOLEShares80.10M
TypeSH
Market value$76.53M
9.16%
Sole
80.10M
Shared
0.00
None
0.00
OSISKO DEVELOPMENT CORP
SOLEShares21.96M
TypeSH
Market value$74.46M
8.91%
Sole
21.96M
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares1.16M
TypeSH
Market value$56.51M
6.76%
Sole
1.16M
Shared
0.00
None
0.00
SIBANYE STILLWATER LTD
SOLEShares4.96M
TypeSH
Market value$55.81M
6.68%
Sole
4.96M
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares531.29K
TypeSH
Market value$52.79M
6.32%
Sole
531.29K
Shared
0.00
None
0.00
RAYONIER ADVANCED MATLS INC
SOLEShares6.36M
TypeSH
Market value$45.89M
5.49%
Sole
6.36M
Shared
0.00
None
0.00
SEADRILL LTD
SOLEShares1.28M
TypeSH
Market value$38.67M
4.63%
Sole
1.28M
Shared
0.00
None
0.00
ENDEAVOUR SILVER CORP
SOLEShares3M
TypeSH
Market value$23.52M
2.82%
Sole
3M
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares1.10M
TypeSH
Market value$18.69M
2.24%
Sole
1.10M
Shared
0.00
None
0.00
I-80 GOLD CORP
SOLEShares40.85M
TypeSH
Market value$18.38M
2.20%
Sole
40.85M
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares201.66K
TypeSH
Market value$16.83M
2.02%
Sole
201.66K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares95.19K
TypeSH
Market value$16.04M
1.92%
Sole
95.19K
Shared
0.00
None
0.00
TIDEWATER INC NEW
SOLEShares285.90K
TypeSH
Market value$15.25M
1.83%
Sole
285.90K
Shared
0.00
None
0.00
CADELER A S
SOLEShares624.40K
TypeSH
Market value$12.89M
1.54%
Sole
624.40K
Shared
0.00
None
0.00
INTERNATIONAL SEAWAYS INC
SOLEShares194.76K
TypeSH
Market value$8.97M
1.07%
Sole
194.76K
Shared
0.00
None
0.00
TSAKOS ENERGY NAVIGATION LTD
SOLEShares190.98K
TypeSH
Market value$4.24M
0.51%
Sole
190.98K
Shared
0.00
None
0.00
MCEWEN INC.
SOLEShares113K
TypeSH
Market value$1.93M
0.23%
Sole
113K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares4.08K
TypeSH
Market value$379.8K
0.05%
Sole
4.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEW GOLD INC CDASOLE | COM | 30.04M | SH | $215.69M 25.82% | 30.04M | 0.00 | 0.00 |
SSR MINING INSOLE | COM | 3.35M | SH | $81.90M 9.80% | 3.35M | 0.00 | 0.00 |
I-80 GOLD CORPSOLE | COM | 80.10M | SH | $76.53M 9.16% | 80.10M | 0.00 | 0.00 |
OSISKO DEVELOPMENT CORPSOLE | COM NEW | 21.96M | SH | $74.46M 8.91% | 21.96M | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 1.16M | SH | $56.51M 6.76% | 1.16M | 0.00 | 0.00 |
SIBANYE STILLWATER LTDSOLE | SPONSORED ADR | 4.96M | SH | $55.81M 6.68% | 4.96M | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 531.29K | SH | $52.79M 6.32% | 531.29K | 0.00 | 0.00 |
RAYONIER ADVANCED MATLS INCSOLE | COM | 6.36M | SH | $45.89M 5.49% | 6.36M | 0.00 | 0.00 |
SEADRILL LTDSOLE | COM | 1.28M | SH | $38.67M 4.63% | 1.28M | 0.00 | 0.00 |
ENDEAVOUR SILVER CORPSOLE | COM | 3M | SH | $23.52M 2.82% | 3M | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 1.10M | SH | $18.69M 2.24% | 1.10M | 0.00 | 0.00 |
I-80 GOLD CORPSOLE | *W EXP 11/16/202 | 40.85M | SH | $18.38M 2.20% | 40.85M | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 201.66K | SH | $16.83M 2.02% | 201.66K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 95.19K | SH | $16.04M 1.92% | 95.19K | 0.00 | 0.00 |
TIDEWATER INC NEWSOLE | COM | 285.90K | SH | $15.25M 1.83% | 285.90K | 0.00 | 0.00 |
CADELER A SSOLE | SPON ADR | 624.40K | SH | $12.89M 1.54% | 624.40K | 0.00 | 0.00 |
INTERNATIONAL SEAWAYS INCSOLE | COM | 194.76K | SH | $8.97M 1.07% | 194.76K | 0.00 | 0.00 |
TSAKOS ENERGY NAVIGATION LTDSOLE | SHS | 190.98K | SH | $4.24M 0.51% | 190.98K | 0.00 | 0.00 |
MCEWEN INC.SOLE | COM NEW | 113K | SH | $1.93M 0.23% | 113K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | S&P METALS MNG | 4.08K | SH | $379.8K 0.05% | 4.08K | 0.00 | 0.00 |