Condire Management, LP
Annual return '25
+12.4%
SPY '25
+17.7%
Alpha
-5.3ptsvs SPY
Invested
$2.1B
Holdings
19
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CDE
COEUR MNG INC
Q3 2025: Exited (was 500.0k shares)
19.7%
02
$IAUX
I-80 GOLD CORP
Q4 2025: Exited (was 80.10M shares)
13.2%
03
$ODV
OSISKO DEVELOPMENT CORP
Q4 2025: Exited (was 21.96M shares)
8.6%
04
$CHRD
CHORD ENERGY CORPORATION
Q4 2025: Exited (was 531.3k shares)
8.4%
05
$RYAM
RAYONIER ADVANCED MATLS INC
Q4 2025: Exited (was 6.36M shares)
7.4%
06
$SBSW
SIBANYE STILLWATER LTD
Q4 2025: Exited (was 4.96M shares)
6.8%
07
$VAL
VALARIS LTD
Q4 2025: Exited (was 1.16M shares)
6.0%
08
$BTG
B2GOLD CORP
Held since at least Q1 2024
5.5%
09
$EXK
ENDEAVOUR SILVER CORP
Q4 2025: Exited (was 3.00M shares)
4.4%
10
$IAUX/WS
I-80 GOLD CORP
Q4 2025: Exited (was 40.85M shares)
4.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:29 UTC.