Condire Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Condire Management, LP held in its portfolio 21 assets valued at $957,966,827 (i.e. $957.97M).

The most valuable assets in the portfolio included: NEW GOLD INC CDA ($238.98M), I-80 GOLD CORP ($117.15M), and OSISKO DEVELOPMENT CORP ($80.66M).

The chart below shows the top 10 valuable assets, and the table below shows the top 21 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Condire Management, LP Portfolio

NEW GOLD INC CDA

I-80 GOLD CORP

OSISKO DEVELOPMENT CORP

SIBANYE STILLWATER LTD

VALARIS LTD

B2GOLD CORP

CHORD ENERGY CORPORATION

SEADRILL LTD

ENDEAVOUR SILVER CORP

I-80 GOLD CORP

Condire Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
NEW GOLD INC CDA	27437020	238976444	COM
I-80 GOLD CORP	80241558	117152675	COM
OSISKO DEVELOPMENT CORP	23112036	80661006	COM NEW
SIBANYE STILLWATER LTD	5244469	74733683	SPONSORED ADR
VALARIS LTD	1158651	58396010	CL A
B2GOLD CORP	11265300	50806503	COM
CHORD ENERGY CORPORATION	505536	46863187	COM NEW
SEADRILL LTD	1279968	44286893	COM
ENDEAVOUR SILVER CORP	4503543	42333304	COM
I-80 GOLD CORP	41339999	38032799	*W EXP 11/16/202
RAYONIER ADVANCED MATLS INC	6358877	37453786	COM
CENOVUS ENERGY INC	1100000	18612000	COM
SPDR SERIES TRUST	163479	17867343	STATE STREET SPD
CORE NATURAL RESOURCES INC	201663	17849192	COM SHS
AGNICO EAGLE MINES LTD	95186	16136883	COM
TIDEWATER INC NEW	285900	14440809	COM
NEXMETALS MINING CORP.	3513500	13737785	COM NEW
ELEMENTAL RTY CORP	686246	11645595	COM NEW
CADELER A S	624400	11607596	SPON ADR
TSAKOS ENERGY NAVIGATION LTD	190977	4281704	SHS
MCEWEN INC.	113000	2091630	COM NEW