Condire Management, LP
•CIK: 1847739•Filing: Q4 2025
**Condire Management, LP** manages $958M across a concentrated portfolio of 22 positions. The fund exhibits a notable allocation to digital asset infrastructure and commodities, with NGD representing the largest holding at $239.0M. Further significant exposure includes IAU at $117.2M and ODV at $80.7M. This positioning suggests a tactical focus on hard assets and digital asset market structures.
Total AUM
$958.0M
QoQ Performance
+14.7%
Positions
20
Top 10 Concentration
82.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NGD
IAU
ODV
SBSW
VAL
BTO
NGD24.9%
IAU12.2%
ODV8.4%
SBSW7.8%
VAL6.1%
BTO5.3%
CHRD4.9%
SDRL4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑7 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022