Condire Management, Lp Top Holdings and 13F Report (2025) About Condire Management, LpInvestment ActivityCondire Management, Lp has $668.76 million in total holdings as of March 31, 2025.Condire Management, Lp owns shares of 22 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 13.89% of the portfolio was purchased this quarter.About 11.85% of the portfolio was sold this quarter.This quarter, Condire Management, Lp has purchased 20 new stocks and bought additional shares in 6 stocks.Condire Management, Lp sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings NEW GOLD INC CDA $121,465,096Valaris $112,479,350Seadrill $76,767,575Chord Energy $59,887,122Hudbay Minerals $47,631,447 Largest New Holdings this Quarter 651639106 - Newmont $28,968,000 Holding218937100 - CORE NATURAL RESOURCES INC $15,548,217 HoldingY41053102 - International Seaways $6,466,132 HoldingG9108L173 - Tsakos Energy Navigation $3,258,068 Holding Largest Purchases this Quarter Newmont 600,000 shares (about $28.97M)Osisko Development 12,536,276 shares (about $18.68M)CORE NATURAL RESOURCES INC 201,663 shares (about $15.55M)Valaris 246,308 shares (about $9.67M)Hudbay Minerals 1,200,000 shares (about $9.11M) Largest Sales this Quarter Agnico Eagle Mines 222,978 shares (about $24.17M)Energy Select Sector SPDR Fund 56,911 shares (about $5.32M)Chord Energy 16,430 shares (about $1.85M)Vital Energy 85,640 shares (about $1.82M)Civitas Resources 44,143 shares (about $1.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCondire Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNEW GOLD INC CDA$121,465,0960.0%32,739,91818.2%COMVALValaris$112,479,350$9,670,052 ▲9.4%2,864,98616.8%EnergySDRLSeadrill$76,767,575$777,200 ▲1.0%3,070,70311.5%EnergyCHRDChord Energy$59,887,122$1,851,990 ▼-3.0%531,2919.0%EnergyHBMHudbay Minerals$47,631,447$9,108,000 ▲23.6%6,275,5537.1%Basic MaterialsRYAMRayonier Advanced Materials$36,547,7480.0%6,356,1305.5%Basic MaterialsCVECenovus Energy$29,326,5360.0%2,108,3064.4%EnergyNEMNewmont$28,968,000$28,968,000 ▲New Holding600,0004.3%Basic MaterialsAEMAgnico Eagle Mines$19,190,955$24,173,045 ▼-55.7%177,0222.9%Basic MaterialsODVOsisko Development$18,702,382$18,679,052 ▲80,063.1%12,551,9342.8%Basic MaterialsSBSWSibanye Stillwater$17,360,7420.0%3,790,5552.6%Basic MaterialsCORE NATURAL RESOURCES INC$15,548,217$15,548,217 ▲New Holding201,6632.3%COM SHSCADELER A S$12,275,7040.0%624,4001.8%SPON ADRTDWTidewater$12,084,9930.0%285,9001.8%EnergyXOPSPDR S&P Oil & Gas Exploration & Production ETF$11,575,860$420,945 ▲3.8%87,8891.7%ETFVTLEVital Energy$11,267,417$1,817,281 ▼-13.9%530,9811.7%EnergyCIVICivitas Resources$10,109,866$1,540,149 ▼-13.2%289,7641.5%EnergyPPTAPerpetua Resources$9,519,0070.0%890,4591.4%Basic MaterialsXLEEnergy Select Sector SPDR Fund$7,476,000$5,318,333 ▼-41.6%80,0001.1%ETFINSWInternational Seaways$6,466,132$6,466,132 ▲New Holding194,7631.0%TransportationTNPTsakos Energy Navigation$3,258,068$3,258,068 ▲New Holding190,9770.5%TransportationMUXMcEwen Mining$853,150$15 ▲0.0%113,0000.1%Basic MaterialsARCHArch Biopartners$0$24,938,181 ▼-100.0%00.0%OSISKO DEVELOPMENT CORP - COMMON RESTRICTED$0$19,609,207 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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