Latest Condire Management, LP Stock Portfolio
About Condire Management, LP and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Condire Management, LP reported an equity portfolio of $835.4 Millions as of 30 Sep, 2025.
The top stock holdings of Condire Management, LP are , SSRM, . The fund has invested 25.8% of it's portfolio in NEW GOLD INC CDA and 9.8% of portfolio in SSR MINING IN.
The fund managers got completely rid off HUDBAY MINERALS INC, SELECT SECTOR SPDR TR (XLB) and PERPETUA RESOURCES CORP (PPTA) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SIBANYE STILLWATER LTD (SBSW) and NEW GOLD INC CDA. Condire Management, LP opened new stock positions in I-80 GOLD CORP. The fund showed a lot of confidence in some stocks as they added substantially to ENDEAVOUR SILVER CORP and SSR MINING IN (SSRM).
The top stock holdings of Condire Management, LP are , SSRM, . The fund has invested 25.8% of it's portfolio in NEW GOLD INC CDA and 9.8% of portfolio in SSR MINING IN.
The fund managers got completely rid off HUDBAY MINERALS INC, SELECT SECTOR SPDR TR (XLB) and PERPETUA RESOURCES CORP (PPTA) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SIBANYE STILLWATER LTD (SBSW) and NEW GOLD INC CDA. Condire Management, LP opened new stock positions in I-80 GOLD CORP. The fund showed a lot of confidence in some stocks as they added substantially to ENDEAVOUR SILVER CORP and SSR MINING IN (SSRM).
Condire Management, LP Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| i-80 gold corp | 18,380,900 |
New stocks bought by Condire Management, LP
Additions
| Ticker | % Inc. |
|---|---|
| endeavour silver corp | 200 |
| osisko development corp | 74.99 |
| ssr mining in | 63.29 |
| i-80 gold corp | 0.12 |
Additions to existing portfolio by Condire Management, LP
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -97.32 |
| sibanye stillwater ltd | -22.26 |
| new gold inc cda | -8.25 |
Condire Management, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| hudbay minerals inc | -77,193,600 |
| hecla mng co | -5,990,000 |
| perpetua resources corp | -10,810,200 |
| vital energy inc | -8,543,480 |
| coeur mng inc | -4,430,000 |
| select sector spdr tr | -19,978,300 |
| civitas resources inc | -5,504,000 |
| select sector spdr tr | -1,529,120 |
Condire Management, LP got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 68.5 |
| Energy | 16 |
| Basic Materials | 15.5 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 78.3 |
| MID-CAP | 16 |
| SMALL-CAP | 5.7 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 78.5 |
| RUSSELL 2000 | 21.5 |
Condire Management, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Condire Management, LP
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIL | spdr series trust | 0.04 | 4,076 | 379,842 | reduced | -97.32 | ||
| CDE | coeur mng inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CHRD | chord energy corporation | 6.32 | 531,291 | 52,794,400 | unchanged | 0.00 | ||
| CIVI | civitas resources inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| HL | hecla mng co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| INSW | international seaways inc | 1.07 | 194,763 | 8,974,680 | unchanged | 0.00 | ||
| LPI | vital energy inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MUX | mcewen inc. | 0.23 | 113,000 | 1,932,300 | unchanged | 0.00 | ||
| PPTA | perpetua resources corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| RYAM | rayonier advanced matls inc | 5.49 | 6,356,130 | 45,891,300 | unchanged | 0.00 | ||
| SBSW | sibanye stillwater ltd | 6.68 | 4,964,930 | 55,805,800 | reduced | -22.26 | ||
| SSRM | ssr mining in | 9.80 | 3,353,890 | 81,902,000 | added | 63.29 | ||
| TDW | tidewater inc new | 1.82 | 285,900 | 15,247,000 | unchanged | 0.00 | ||
| TNP | tsakos energy navigation ltd | 0.51 | 190,977 | 4,243,510 | unchanged | 0.00 | ||
| VAL | valaris ltd | 6.76 | 1,158,650 | 56,507,400 | unchanged | 0.00 | ||
| XLB | select sector spdr tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| XLB | select sector spdr tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| new gold inc cda | 25.82 | 30,039,900 | 215,687,000 | reduced | -8.25 | |||
| i-80 gold corp | 9.16 | 80,100,000 | 76,527,500 | added | 0.12 | |||
| osisko development corp | 8.91 | 21,964,800 | 74,460,800 | added | 74.99 | |||