Condire Management, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Condire Management, LP

CIK Number: 0001847739

694.31M
Market Value
21
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NGD New Gold Inc.
6.17
+0.16% 32.74M 0.00% 121.47M 1.95 18.16% Share
2 VAL Valaris Limited
50.26
+2.59% 2.86M +9.41% 112.48M 49.56 16.82% Share
3 SDRL Seadrill Limite...
32.72
-0.18% 3.07M +1.02% 76.77M 42.7 11.48% Share
4 CHRD Chord Energy Co...
107.48
+0.50% 531.29K -3% 59.89M 114.89 8.95% Share
5 HBM Hudbay Minerals...
12.39
-0.4% 6.28M +23.64% 47.63M 6.02 7.12% Share
6 RYAM Rayonier Advanc...
5.66
+0.18% 6.36M 0.00% 36.55M 5.28 5.46% Share
7 CVE Cenovus Energy ...
16.48
-0.03% 2.11M 0.00% 29.33M 20.11 4.39% Share
8 NEM Newmont Corpora...
74.90
-0.69% 600K +100.00% 28.97M 48.28 4.33% Share
9 AEM Agnico Eagle Mi...
148.41
-0.24% 177.02K -55.74% 19.19M 45.18 2.87% Share
10 ODV Osisko Developm...
2.75
-3.33% 12.55M +80.06K% 18.7M 1.49 2.80% Share
11 SBSW Sibanye Stillwa...
8.07
-5.78% 3.79M 0.00% 17.36M 16.87 2.60% Share
12 CNR Core Natural Re...
70.76
-0.73% 201.66K +100.00% 15.55M 77.1 2.32% Share
13 CDLR Cadeler A/S
20.41
-0.39% 624.4K 0.00% 12.28M 18.4 1.84% Share
14 TDW Tidewater Inc.
57.22
+1.33% 285.9K 0.00% 12.08M 72.11 1.81% Share
15 XOP SPDR S&P Oil & ...
132.27
+1.09% 87.89K +3.77% 11.58M 140.86 1.73% Share
16 VTLE Vital Energy, I...
17.40
-1.25% 530.98K -13.89% 11.27M 30.92 1.68% Share
17 CIVI Civitas Resourc...
35.48
+2.23% 289.76K -13.22% 10.11M 45.87 1.51% Share
18 PPTA Perpetua Resour...
18.07
-5.89% 890.46K 0.00% 9.52M 9.44 1.42% Share
19 XLE Energy Select S...
89.06
+0.65% 80K -41.57% 7.48M 88.55 1.12% Share
20 INSW International S...
46.08
+0.20% 194.76K +100.00% 6.47M 33.2 0.97% Share
21 MUX McEwen Mining I...
13.36
-3.95% 113K +0.00% 853.15K 9.3 0.13% Share