Condire Management, LP
CIK 1847739 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- NGDN25.82%
- SSRM9.80%
- IAUX9.16%
- NPD8.91%
- VAL6.76%
- SBSW6.68%
- CHRD6.32%
- RYAM5.49%
- SDRL4.63%
- EXK2.82%
Share classes counted separately86.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SSRMWeight increased · +6.03 pp3.77% → 9.80%Shares +1.30M (+63.29%)
- NPDWeight increased · +5.04 pp3.87% → 8.91%Shares +9.41M (+74.99%)
- NGDNWeight increased · +2.48 pp23.34% → 25.82%Shares -2.70M (-8.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NGDNNEW GOLD INC View history and evidence | $215.69M | 25.82% | 30.04M shares | 23.34% → 25.82%+2.48 pp -2.70M (-8.25%) | Reduced | ↗▾ |
| 02 | SSRMSSR MINING INC View history and evidence | $81.90M | 9.80% | 3.35M shares | 3.77% → 9.80%+6.03 pp +1.30M (+63.29%) | Added | ↗▾ |
| 03 | IAUXI-80 GOLD CORP View history and evidence | $76.53M | 9.16% | 80.10M shares | 6.89% → 9.16%+2.27 pp +100.00K (+0.13%) | Added | ↗▾ |
| 04 | NPDOSISKO DEVELOPMENT CORPCOM NEW View history and evidence | $74.46M | 8.91% | 21.96M shares | 3.87% → 8.91%+5.04 pp +9.41M (+74.99%) | Added | ↗▾ |
| 05 | VALVALARIS LTDCL A View history and evidence | $56.51M | 6.76% | 1.16M shares | 7.03% → 6.76%-0.27 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | SBSWSIBANYE-STILLWATER LTD-ADRSPONSORED ADR View history and evidence | $55.81M | 6.68% | 4.96M shares | 6.64% → 6.68%+0.04 pp -1.42M (-22.26%) | Reduced | ↗▾ |
| 07 | CHRDCHORD ENERGY CORPCOM NEW View history and evidence | $52.79M | 6.32% | 531.29K shares | 7.41% → 6.32%-1.09 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | RYAMRAYONIER ADVANCED MATERIALS View history and evidence | $45.89M | 5.49% | 6.36M shares | 3.52% → 5.49%+1.97 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | SDRLSEADRILL LIMITED View history and evidence | $38.67M | 4.63% | 1.28M shares | 4.84% → 4.63%-0.21 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | EXKENDEAVOUR SILVER CORP View history and evidence | $23.52M | 2.82% | 3.00M shares | 0.71% → 2.82%+2.11 pp +2.00M (+200.00%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HBM HUDBAY MINERALS INC | Non-derivative | -7,275,553 | -$77.19M | SEC filing ↗ | SEC filing ↗ |
| XLB SS MATERIALS SELECT SECTOR | Non-derivative | -227,517 | -$19.98M | SEC filing ↗ | SEC filing ↗ |
| PPTA PERPETUA RESOURCES CORP | Non-derivative | -890,459 | -$10.81M | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1847739 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 835384221
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