Condire Management, LP 13F Holdings · Q2 2026
Condire Management, LP reported 21 securities worth $854.89M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CDE (17.22%), IAUX (12.55%), OGC (9.28%). Among its top 25 positions this quarter: 2 new, 1 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CDE | COEUR MNG INC | $162.3M | 17.22% | 9.9M | Hold |
| 2 | IAUX | I-80 GOLD CORP | $118.2M | 12.55% | 82.1M | Hold |
| 3 | OGC | OCEANAGOLD CORP | $87.4M | 9.28% | 3.5M | New |
| 4 | VAL | VALARIS LTD | $77.5M | 8.22% | 1.1M | Trimmed |
| 5 | ODV | OSISKO DEVELOPMENT CORP | $61.6M | 6.54% | 25.1M | Hold |
| 6 | CHRD | CHORD ENERGY CORPORATION | $56.8M | 6.02% | 496,575 | Trimmed |
| 7 | RYAM | RAYONIER ADVANCED MATLS INC | $50.0M | 5.30% | 6.4M | Hold |
| 8 | SDRL | SEADRILL LTD | $48.4M | 5.14% | 1.3M | Hold |
| 9 | SBSW | SIBANYE STILLWATER LTD | $44.5M | 4.73% | 5.2M | Hold |
| 10 | BTG | B2GOLD CORP | $43.3M | 4.59% | 11.6M | Hold |
| 11 | EXK | ENDEAVOUR SILVER CORP | $37.3M | 3.96% | 4.5M | Hold |
| 12 | AAUC | ALLIED GOLD CORP | $33.0M | 3.50% | 1.4M | New |
| 13 | IAUXWS | I-80 GOLD CORP | $32.4M | 3.44% | 41.6M | Added |
| 14 | TDW | TIDEWATER INC NEW | $19.0M | 2.02% | 285,900 | Hold |
| 15 | CNR | CORE NATURAL RESOURCES INC | $16.1M | 1.71% | 201,663 | Hold |
| 16 | CVE | CENOVUS ENERGY INC | $14.9M | 1.58% | 600,000 | Trimmed |
| 17 | CDLR | CADELER A S | $11.8M | 1.26% | 539,983 | Trimmed |
| 18 | ELE | ELEMENTAL RTY CORP | $11.2M | 1.19% | 641,515 | Trimmed |
| 19 | NEXM | NEXMETALS MINING CORP. | $8.3M | 0.88% | 3.5M | Hold |
| 20 | TEN | TSAKOS ENERGY NAVIGATION LTD | $6.2M | 0.66% | 174,927 | Trimmed |
| 21 | MUX | MCEWEN INC. | $2.0M | 0.22% | 113,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR