Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Condire Management, LP (CIK 1847739) reported $1.03B across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CDE ($186.6M, 18.04%), IAUX ($124.8M, 12.06%), VAL ($113.6M, 10.98%), ODV ($81.4M, 7.87%), CHRD ($79.1M, 7.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CDE | COEUR MNG INC | $186.6M | 18.04% | 9.9M | New |
| 2 | IAUX | I-80 GOLD CORP | $124.8M | 12.06% | 82.1M | Added |
| 3 | VAL | VALARIS LTD | $113.6M | 10.98% | 1.2M | Hold |
| 4 | ODV | OSISKO DEVELOPMENT CORP | $81.4M | 7.87% | 25.1M | Added |
| 5 | CHRD | CHORD ENERGY CORPORATION | $79.1M | 7.65% | 556,536 | Added |
| 6 | RYAM | RAYONIER ADVANCED MATLS INC | $70.4M | 6.80% | 6.4M | Hold |
| 7 | SBSW | SIBANYE STILLWATER LTD | $64.6M | 6.24% | 5.2M | Hold |
| 8 | SDRL | SEADRILL LTD | $58.2M | 5.63% | 1.3M | Hold |
| 9 | BTG | B2GOLD CORP | $52.4M | 5.07% | 11.6M | Added |
| 10 | EXK | ENDEAVOUR SILVER CORP | $41.9M | 4.05% | 4.5M | Hold |
| 11 | IAUX | I-80 GOLD CORP | $41.5M | 4.01% | 41.5M | Added |
| 12 | CVE | CENOVUS ENERGY INC | $29.2M | 2.82% | 1.1M | Hold |
| 13 | TDW | TIDEWATER INC NEW | $23.9M | 2.31% | 285,900 | Hold |
| 14 | CNR | CORE NATURAL RESOURCES INC | $21.1M | 2.04% | 201,663 | Hold |
| 15 | CDLR | CADELER A S | $14.7M | 1.42% | 624,400 | Hold |
| 16 | ELEMENTAL RTY CORP | $12.7M | 1.23% | 674,415 | Trimmed | |
| 17 | NEXMETALS MINING CORP. | $8.6M | 0.83% | 3.5M | Hold | |
| 18 | TNP | TSAKOS ENERGY NAVIGATION LTD | $7.5M | 0.73% | 190,977 | Hold |
| 19 | MUX | MCEWEN INC. | $2.3M | 0.22% | 113,000 | Hold |
| 20 | AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | Exited |
| 21 | NGD | NEW GOLD INC CDA | $0 | 0.00% | 0 | Exited |
| 22 | XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | Exited |
| 23 | XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31