CONDIRE MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ODV | 21.96M | $74.46M |
 | RYAM | 6.36M | $45.89M |
 | SBSW | 4.96M | $55.81M |
 | SSRM | 3.35M | $81.90M |
 | EXK | 3.00M | $23.52M |
 | SDRL | 1.28M | $38.67M |
 | VAL | 1.16M | $56.51M |
 | CVE | 1.10M | $18.69M |
 | CDLR | 624K | $12.89M |
 | CHRD | 531K | $52.79M |
 | TDW | 286K | $15.25M |
 | CNR | 202K | $16.83M |
 | INSW | 195K | $8.97M |
 | MUX | 113K | $1.93M |
 | AEM | 95K | $16.04M |
Osisko Development Corp.
ODV
Shares Held
21.96M
Value
$74.46M
Rayonier Advanced Materials Inc.
RYAM
Shares Held
6.36M
Value
$45.89M
Sibanye Stillwater Limited
SBSW
Shares Held
4.96M
Value
$55.81M
SSR Mining Inc.
SSRM
Shares Held
3.35M
Value
$81.90M
Endeavour Silver Corp.
EXK
Shares Held
3.00M
Value
$23.52M
Seadrill Limited
SDRL
Shares Held
1.28M
Value
$38.67M
Valaris Limited
VAL
Shares Held
1.16M
Value
$56.51M
Cenovus Energy Inc.
CVE
Shares Held
1.10M
Value
$18.69M
Cadeler A/S
CDLR
Shares Held
624K
Value
$12.89M
Chord Energy Corporation
CHRD
Shares Held
531K
Value
$52.79M
Tidewater Inc.
TDW
Shares Held
286K
Value
$15.25M
Core Natural Resources, Inc.
CNR
Shares Held
202K
Value
$16.83M
International Seaways, Inc.
INSW
Shares Held
195K
Value
$8.97M
McEwen Mining Inc.
MUX
Shares Held
113K
Value
$1.93M
Agnico Eagle Mines Limited
AEM
Shares Held
95K
Value
$16.04M