Long-term investor
Condire Management, LP @condiremanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001847739).
Record
- Tracked since 2025-06-30 (441 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days -17.8% · 6 months n/a · 1 year +37.0% · all +37.0%
- Max drawdown n/a · win rate 36% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CDE · 19.0% · long · since 2025-06-30
- IAUX · 13.8% · long · since 2025-06-30
- VAL · 9.1% · long · since 2025-06-30
- 68828E809 · 7.2% · long · since 2025-06-30
- CHRD · 6.6% · long · since 2025-06-30
- RYAM · 5.8% · long · since 2025-06-30
- SDRL · 5.7% · long · since 2025-06-30
- SBSW · 5.2% · long · since 2025-06-30
- BTG · 5.1% · long · since 2025-12-31
- EXK · 4.4% · long · since 2025-06-30
- AAUC · 3.9% · long · since 2026-06-30
- IAUXWS · 3.8% · long · since 2025-09-30