The Analysis of Condire Management, LP's Holdings
Currently, Condire Management, LP holds 22 types of securities in its portfolio with a total value $958.0M. In the most recent quarter, they have increased their positions in BTG (+11.3M shares, valued at $50.8M), EXK (+1.5M shares, valued at $14.1M), NEXM (+3.5M shares, valued at $13.7M); decreased their positions in NGD (-2.6M shares, valued at $22.7M), CHRD (-25.8K shares, valued at $2.4M); initiated new positions in BTG (+11.3M shares, valued at $50.8M), NEXM (+3.5M shares, valued at $13.7M), N/A (+686.2K shares, valued at $11.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NGD NEW GOLD INC CDA27.4M shares-8.66%2025-12-312026-02-17
IAUX I-80 GOLD CORP80.2M shares0.18%2025-12-312026-02-17 ODV OSISKO DEVELOPMENT CORP23.1M shares5.22%2025-12-312026-02-17 SBSW SIBANYE STILLWATER LTD5.2M shares5.63%2025-12-312026-02-17 VAL VALARIS LTD1.2M shares0.00%2025-12-312026-02-17 BTG B2GOLD CORP11.3M sharesnew addition2025-12-312026-02-17 CHRD CHORD ENERGY CORPORATION505.5K shares-4.85%2025-12-312026-02-17 SDRL SEADRILL LTD1.3M shares0.00%2025-12-312026-02-17 EXK ENDEAVOUR SILVER CORP4.5M shares50.12%2025-12-312026-02-17 IAUX.WS I-80 GOLD CORP41.3M shares1.21%2025-12-312026-02-17 RYAM RAYONIER ADVANCED MATLS INC6.4M shares0.04%2025-12-312026-02-17 CVE CENOVUS ENERGY INC1.1M shares0.00%2025-12-312026-02-17 AEM AGNICO EAGLE MINES LTD95.2K shares0.00%2025-12-312026-02-17 TDW TIDEWATER INC NEW285.9K shares0.00%2025-12-312026-02-17 NEXM NEXMETALS MINING CORP.3.5M sharesnew addition2025-12-312026-02-17 XME SPDR SERIES TRUST122.5K shares2904.20%2025-12-312026-02-17 CDLR CADELER A S624.4K shares0.00%2025-12-312026-02-17 XOP SPDR SERIES TRUST41.0K sharesnew addition2025-12-312026-02-17 MUX MCEWEN INC.113.0K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available