CONDIRE MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ODV | 23.11M | $80.66M |
 | RYAM | 6.36M | $37.45M |
 | SBSW | 5.24M | $74.73M |
 | EXK | 4.50M | $42.33M |
 | SDRL | 1.28M | $44.29M |
 | VAL | 1.16M | $58.40M |
 | CVE | 1.10M | $18.61M |
Elemental Royalty Corporation Common Stock | ELE | 686K | $11.65M |
 | CDLR | 624K | $11.61M |
 | CHRD | 506K | $46.86M |
 | TDW | 286K | $14.44M |
 | CNR | 202K | $17.85M |
 | MUX | 113K | $2.09M |
 | AEM | 95K | $16.14M |
Osisko Development Corp.
ODV
Shares Held
23.11M
Value
$80.66M
Rayonier Advanced Materials Inc.
RYAM
Shares Held
6.36M
Value
$37.45M
Sibanye Stillwater Limited
SBSW
Shares Held
5.24M
Value
$74.73M
Endeavour Silver Corp.
EXK
Shares Held
4.50M
Value
$42.33M
Seadrill Limited
SDRL
Shares Held
1.28M
Value
$44.29M
Valaris Limited
VAL
Shares Held
1.16M
Value
$58.40M
Cenovus Energy Inc.
CVE
Shares Held
1.10M
Value
$18.61M
Elemental Royalty Corporation Common Stock
ELE
Shares Held
686K
Value
$11.65M
Cadeler A/S
CDLR
Shares Held
624K
Value
$11.61M
Chord Energy Corporation
CHRD
Shares Held
506K
Value
$46.86M
Tidewater Inc.
TDW
Shares Held
286K
Value
$14.44M
Core Natural Resources, Inc.
CNR
Shares Held
202K
Value
$17.85M
McEwen Mining Inc.
MUX
Shares Held
113K
Value
$2.09M
Agnico Eagle Mines Limited
AEM
Shares Held
95K
Value
$16.14M