13F-HR filed by Condire Management, LP
Condire Management, LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 27 holding rows worth $694,308,544.
- Accession
- 0001085146-25-005244
- Filer
- CIK 1847739
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 27 entries on the cover page, a total value of $694,308,544 stated on the cover page (in dollars after the unit check, H1), rows summing to $694,308,544 with VALUE read as dollars as filed, 13F file number 028-21246. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NEW GOLD INC CDA | 644535106 | COM | 32,739,918 | $162,062,594 | dollars as filed | |
| HUDBAY MINERALS INC COM | 443628102 | Stock | 7,275,553 | $77,193,617 | dollars as filed | |
| CHORD ENERGY CORPORATION | 674215207 | COM NEW | 531,291 | $51,455,533 | dollars as filed | |
| VALARIS LTD | G9460G101 | CL A | 1,158,651 | $48,790,794 | dollars as filed | |
| I-80 GOLD CORP | 44955L106 | COM | 80,000,000 | $47,872,000 | dollars as filed | |
| SIBANYE STILLWATER LTD SPONSORED ADR | 82575P107 | ADR | 6,386,739 | $46,112,256 | dollars as filed | |
| SEADRILL LIMITED | G7997W102 | COMMON STOCK | 1,279,968 | $33,599,160 | dollars as filed | |
| OSISKO DEVELOPMENT CORP | 68828E809 | COM NEW | 12,551,934 | $26,861,139 | dollars as filed | |
| SSR MINING IN | 784730103 | COM | 2,053,891 | $26,166,571 | dollars as filed | |
| RAYONIER ADVANCED MATLS INC | 75508B104 | COM | 6,356,130 | $24,471,101 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 227,517 | $19,978,268 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 1,100,000 | $14,960,000 | dollars as filed | |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 201,663 | $14,063,978 | dollars as filed | |
| TIDEWATER INC NEW COM | 88642R109 | Stock | 285,900 | $13,188,567 | dollars as filed | |
| CADELER A S SPON ADR | 12738K109 | ADR | 624,400 | $12,406,828 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 95,186 | $11,320,471 | dollars as filed | |
| PERPETUA RESOURCES CORP | 714266103 | COM | 890,459 | $10,810,172 | dollars as filed | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 152,085 | $10,223,154 | dollars as filed | |
| Vital Energy Inc | 516806205 | Common Stock | 530,981 | $8,543,484 | dollars as filed | |
| INTERNATIONAL SEAWAYS INC COM | Y41053102 | Stock | 194,763 | $7,104,954 | dollars as filed | |
| HECLA MNG CO | 422704106 | COM | 1,000,000 | $5,990,000 | dollars as filed | |
| CIVITAS RESOURCES INC COM NEW | 17888H103 | Stock | 200,000 | $5,504,000 | dollars as filed | |
| ENDEAVOUR SILVER CORP | 29258Y103 | COM | 1,000,000 | $4,920,000 | dollars as filed | |
| COEUR MNG INC COM NEW | 192108504 | Stock | 500,000 | $4,430,000 | dollars as filed | |
| TSAKOS ENERGY NAVIGATION COM U | G9108L173 | SHS | 190,977 | $3,664,849 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 18,030 | $1,529,124 | dollars as filed | |
| MCEWEN INC. | 58039P305 | COM NEW | 113,000 | $1,085,930 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-005244 | this filing | 2025-08-14 | acceptance time not in the bulk data set |