Condire Management, LP Portfolio Holdings

Condire Management, LP

  • $652 Million
  • Q2 2025

Condire Management, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $652 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: New Gold Inc. with a value of $162M, Hudbay Minerals Inc. with a value of $77.2M, Oasis Petroleum Inc. with a value of $51.5M, Valaris LTD with a value of $48.8M, and I 80 Gold Corp. with a value of $48M.

Examining the 13F form we can see an increase of $72.3M in the current position value, from $579M to 652M.

Condire Management, LP is based out at Dallas, TX

Below you can find more details about Condire Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $652 Million
Basic Materials: $400 Million
Energy: $172 Million
ETFs: $31.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20 Million 3.07% of portfolio
227,517
Q2 2025 New
$0
$10.2 Million 1.57% of portfolio
152,085
Q2 2025 New
$0
$1.53 Million 0.23% of portfolio
18,030
Q2 2025 Reduced 77.46%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $652 Million
  • Prior Value $579 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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