§ 13F · FUND PROFILE
Condire Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 22Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$958.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NGD | NEW GOLD INC CDA | 27.44M | $239.0T | 24.9% | NEW |
| 2 | IAUX | I-80 GOLD CORP | 80.24M | $117.2T | 12.2% | NEW |
| 3 | ODV | OSISKO DEVELOPMENT CORP | 23.11M | $80.7T | 8.4% | NEW |
| 4 | SBSW | SIBANYE STILLWATER LTD | 5.24M | $74.7T | 7.8% | NEW |
| 5 | VAL | VALARIS LTD | 1.16M | $58.4T | 6.1% | NEW |
| 6 | BTG | B2GOLD CORP | 11.27M | $50.8T | 5.3% | NEW |
| 7 | CHRD | CHORD ENERGY CORPORATION | 506K | $46.9T | 4.9% | NEW |
| 8 | SDRL | SEADRILL LTD | 1.28M | $44.3T | 4.6% | NEW |
| 9 | EXK | ENDEAVOUR SILVER CORP | 4.50M | $42.3T | 4.4% | NEW |
| 10 | IAUX/WS | I-80 GOLD CORP | 41.34M | $38.0T | 4.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONDIRE SIGNAL
AC read
Condire Management, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed