Condire Management, LP
CIK 1847739 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- NGDN24.95%
- IAUX12.23%
- NPD8.42%
- SBSW7.80%
- VAL6.10%
- BTG5.30%
- CHRD4.89%
- SDRL4.62%
- EXK4.42%
- IAUX.WS3.97%
Share classes counted separately82.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IAUXWeight increased · +3.07 pp9.16% → 12.23%Shares +141.56K (+0.18%)
- IAUX.WSWeight increased · +1.77 pp2.20% → 3.97%Shares +493.50K (+1.21%)
- EXKWeight increased · +1.60 pp2.82% → 4.42%Shares +1.50M (+50.12%)
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 22
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 | $238.98M | 24.95% | 27.44M shares | 25.82% → 24.95%-0.87 pp -2.60M (-8.66%) | Reduced | ↗▾ |
| 02 | IAUXI-80 GOLD CORP View history and evidence | $117.15M | 12.23% | 80.24M shares | 9.16% → 12.23%+3.07 pp +141.56K (+0.18%) | Added | ↗▾ |
| 03 | NPDOSISKO DEVELOPMENT CORPCOM NEW View history and evidence | $80.66M | 8.42% | 23.11M shares | 8.91% → 8.42%-0.49 pp +1.15M (+5.22%) | Added | ↗▾ |
| 04 | SBSWSIBANYE-STILLWATER LTD-ADRSPONSORED ADR View history and evidence | $74.73M | 7.80% | 5.24M shares | 6.68% → 7.80%+1.12 pp +279.54K (+5.63%) | Added | ↗▾ |
| 05 | VALVALARIS LTDCL A View history and evidence | $58.40M | 6.10% | 1.16M shares | 6.76% → 6.10%-0.66 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | BTGB2GOLD CORP View history and evidence | $50.81M | 5.30% | 11.27M shares | Prior unavailable +11.27M | New | ↗▾ |
| 07 | CHRDCHORD ENERGY CORPCOM NEW View history and evidence | $46.86M | 4.89% | 505.54K shares | 6.32% → 4.89%-1.43 pp -25.75K (-4.85%) | Reduced | ↗▾ |
| 08 | SDRLSEADRILL LIMITED View history and evidence | $44.29M | 4.62% | 1.28M shares | 4.63% → 4.62%-0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | EXKENDEAVOUR SILVER CORP View history and evidence | $42.33M | 4.42% | 4.50M shares | 2.82% → 4.42%+1.60 pp +1.50M (+50.12%) | Added | ↗▾ |
| 10 | IAUX.WSI-80 GOLD CORP -26*W EXP 11/16/202 View history and evidence | $38.03M | 3.97% | 41.34M shares | 2.20% → 3.97%+1.77 pp +493.50K (+1.21%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SSRM SSR MINING INC | Non-derivative | -3,353,891 | -$81.90M | SEC filing ↗ | SEC filing ↗ |
| INSW INTERNATIONAL SEAWAYS INC | Non-derivative | -194,763 | -$8.97M | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 957966827
}Take these holdings further.
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