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Condire Management, LP
Condire Management, LP is an SEC-registered investment adviser based in Dallas, Texas. The firm was founded in 2020 and manages assets for affiliated private pooled investment vehicles and other clients. With approximately 12 employees, Condire specializes in providing investment advice primarily to private funds and institutional clients.
Investment Strategy
Condire Management, LP manages a mix of equity and commodity-related investments, focusing primarily on value-oriented strategies within natural resources, energy, and industrial sectors. The firm's investment philosophy entails fundamental research and long-term holdings, with a concentration in publicly traded equities and trading accounts. Investment decisions are driven by in-depth analysis of sector cycles, company-specific fundamentals, and macroeconomic trends.
Latest 13F Filing Activity
Condire Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 26 equity positions with a total 13F market value of $694M. The fund increased holdings in I-80 Gold Corp., New Gold Inc. Cda, Hudbay Minerals Inc. among other positions. Condire Management, LP reduced exposure to Valaris LTD, Seadrill LTD, Newmont Corp. among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NGD | NEW GOLD INC CDA | 23.34% | $162.1M | 32,739,918 | $1.95 | $4.95 | +$40.6M |
H HBM | HUDBAY MINERALS INC | 11.12% | $77.2M | 7,275,553 | $6.65 | $10.61 | +$29.6M |
C CHRD | CHORD ENERGY CORPORATION | 7.41% | $51.5M | 531,291 | $114.89 | $96.85 | -$8.4M |
V VAL | VALARIS LTD | 7.03% | $48.8M | 1,158,651 | $49.56 | $42.11 | -$63.7M |
I IAUX | I-80 GOLD CORP | 6.89% | $47.9M | 80,000,000 | $0.60 | $0.60 | +$47.9M |
Industry Allocation
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