The Analysis of Condire Management, LP's Holdings
Currently, Condire Management, LP holds 20 types of securities in its portfolio with a total value $835.4M. In the most recent quarter, they have increased their positions in ODV (+9.4M shares, valued at $31.9M), SSRM (+1.3M shares, valued at $31.7M), IAUX.WS (+40.8M shares, valued at $18.4M); decreased their positions in NGD (-2.7M shares, valued at $19.4M), SBSW (-1.4M shares, valued at $16.0M), XME (-148.0K shares, valued at $13.8M); initiated new positions in IAUX.WS (+40.8M shares, valued at $18.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NGD NEW GOLD INC CDA30.0M shares-8.25%2025-09-302025-11-14
SSRM SSR MINING IN3.4M shares63.29%2025-09-302025-11-14 IAUX I-80 GOLD CORP80.1M shares0.13%2025-09-302025-11-14 ODV OSISKO DEVELOPMENT CORP22.0M shares74.99%2025-09-302025-11-14 VAL VALARIS LTD1.2M shares0.00%2025-09-302025-11-14 SBSW SIBANYE STILLWATER LTD5.0M shares-22.26%2025-09-302025-11-14 CHRD CHORD ENERGY CORPORATION531.3K shares0.00%2025-09-302025-11-14 RYAM RAYONIER ADVANCED MATLS INC6.4M shares0.00%2025-09-302025-11-14 SDRL SEADRILL LTD1.3M shares0.00%2025-09-302025-11-14 EXK ENDEAVOUR SILVER CORP3.0M shares200.00%2025-09-302025-11-14 CVE CENOVUS ENERGY INC1.1M shares0.00%2025-09-302025-11-14 IAUX.WS I-80 GOLD CORP40.8M sharesnew addition2025-09-302025-11-14 CNR CORE NATURAL RESOURCES INC201.7K shares0.00%2025-09-302025-11-14 AEM AGNICO EAGLE MINES LTD95.2K shares0.00%2025-09-302025-11-14 TDW TIDEWATER INC NEW285.9K shares0.00%2025-09-302025-11-14 CDLR CADELER A S624.4K shares0.00%2025-09-302025-11-14 INSW INTERNATIONAL SEAWAYS INC194.8K shares0.00%2025-09-302025-11-14 TEN TSAKOS ENERGY NAVIGATION LTD191.0K shares0.00%2025-09-302025-11-14 MUX MCEWEN INC.113.0K shares0.00%2025-09-302025-11-14 XME SPDR SERIES TRUST4.1K shares-97.32%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available