Skip to main content
Livermore
Livermore
ZHEN

Condire Management, LP

SEC CIK
0001847739
Latest filing
Aug 20, 2026

The latest 13F from Condire Management, LP covers Q2 2026 (filed Aug 20, 2026): 21 long positions worth $942.3M. The top 10 holdings make up 79.6% of the portfolio, and the largest is Coeur Mining, Inc. (CDE) at 17.2%. Livermore has 25 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$120.5M
Added
1
Est. +$47.4K
Reduced
6
Est. −$28.9M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. CDECoeur Mining, Inc.
    17.2%$162.3MHistory
  2. IAUXi-80 Gold Corp.
    12.5%$118.2MHistory
  3. OGCOceanaGold Corp
    9.3%$87.4MHistory
  4. VALValaris Ltd
    8.2%$77.5MHistory
  5. Osisko Development Corp68828E809
    6.5%$61.6M

Biggest buys

New and added positions, by estimated amount bought

  1. OGCOceanaGold Corp
    +$87.4MNewHistory
  2. AAUCAllied Gold Corp
    +$33.0MNewHistory
  3. i-80 Gold Corp.44955L155
    +$47.4KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. OGCOceanaGold Corp
    +9.28 pp0.0% → 9.3%History
  2. AAUCAllied Gold Corp
    +3.50 pp0.0% → 3.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CVECenovus Energy Inc.
    −$12.4MReducedHistory
  2. CHRDChord Energy Corp
    −$6.85MReducedHistory
  3. VALValaris Ltd
    −$6.65MReducedHistory
  4. CDLRCadeler A/S
    −$1.85MReducedHistory
  5. ELEElemental Royalty Corp
    −$574.4KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. VALValaris Ltd
    −2.76 pp11.0% → 8.2%History
  2. CHRDChord Energy Corp
    −1.62 pp7.6% → 6.0%History
  3. CVECenovus Energy Inc.
    −1.24 pp2.8% → 1.6%History
  4. CDLRCadeler A/S
    −0.16 pp1.4% → 1.3%History
  5. TENTsakos Energy Navigation Ltd
    −0.07 pp0.7% → 0.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$942.3M
−$92.4M (−8.9%) vs. prior quarter
Positions
21
+2 vs. prior quarter
Top 10 concentration
79.6%
Top 10 as share of value
Turnover
2.9%
Q2 2026, one quarter
Average holding period
8.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.03B (Q1 2026)

Q1 2021: $334.7MQ2 2021: $466.9MQ3 2021: $390.6MQ4 2021: $437.0MQ1 2022: $513.6MQ2 2022: $461.8MQ3 2022: $480.2MQ4 2022: $537.4MQ1 2023: $502.0MQ2 2023: $495.8MQ3 2023: $588.1MQ4 2023: $652.0MQ1 2024: $740.5MQ2 2024: $740.4MQ3 2024: $795.5MQ4 2024: $690.6MQ1 2025: $668.8MQ2 2025: $694.3MQ3 2025: $835.4MQ4 2025: $958.0MQ1 2026: $1.03BQ2 2026: $942.3M
Q1 2021Q2 2026
13F filings of Condire Management, LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 20, 2026Amended21$942.3MCDEIAUXOGCvs. Q1 2026SECSEC
Q1 2026May 15, 202619$1.03BCDEIAUXVALvs. Q4 2025SEC
Q4 2025Feb 17, 202622$958.0MNew Gold Inc CdaIAUXOsisko Development Corpvs. Q3 2025SEC
Q3 2025Nov 14, 202520$835.4MNew Gold Inc CdaSSRMIAUXvs. Q2 2025SEC
Q2 2025Aug 14, 202527$694.3MNew Gold Inc CdaHBMCHRDvs. Q1 2025SEC
Q1 2025May 15, 202522$668.8MNew Gold Inc CdaVALSDRLvs. Q4 2024SEC
Q4 2024Feb 14, 202520$690.6MSDRLVALNew Gold Inc Cdavs. Q3 2024SEC
Q3 2024Nov 14, 202417$795.5MVALSDRLNew Gold Inc Cdavs. Q2 2024SEC
Q2 2024Aug 14, 202416$740.4MSDRLVALCHRDvs. Q1 2024SEC
Q1 2024May 15, 202419$740.5MSDRLVALCHRDvs. Q4 2023SEC
Q4 2023Feb 15, 202418$652.0MSDRLCHRDVALvs. Q3 2023SEC
Q3 2023Nov 15, 202314$588.1MCHRDSWNSDRLvs. Q2 2023SEC
Q2 2023Aug 14, 202313$495.8MCHRDSDRLSWNvs. Q1 2023SEC
Q1 2023May 15, 202315$502.0MCHRDCGAUSDRLvs. Q4 2022SEC
Q4 2022Feb 14, 202317$537.4MCHRDRYAMVALvs. Q3 2022SEC
Q3 2022Nov 21, 2022Amended17$480.2MCHRDARCHSBSWvs. Q2 2022SEC
Q2 2022Aug 16, 202219$461.8MCHRDSBSWARCHvs. Q1 2022SEC
Q1 2022Jun 21, 2022Amended19$513.6MSBSWCHRDCGAUvs. Q4 2021SEC
Q4 2021Feb 14, 202226$437.0MSBSWCHRDCGAUvs. Q3 2021SEC
Q3 2021Nov 15, 202118$390.6MSBSWCHRDCGAUvs. Q2 2021SEC
Q2 2021Aug 16, 202122$466.9MSBSWCGAUAGvs. Q1 2021SEC
Q1 2021May 17, 202117$334.7MSBSWAGKGC–SEC

13D and 13G filings

Companies where Condire Management, LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

3 companies, largest stake first.

Companies where Condire Management, LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
IAUXi-80 Gold Corp.13G/A9.90%81.7M shares0.00 ppfrom 9.90%Aug 14, 20252 filingsNov 14, 2025SEC
OGGOsisko Gold Group Inc.13D/A9.90%23.9M shares0.00 ppfrom 9.90%Feb 4, 20252 filingsAug 19, 2025SEC
NEXMNexMetals Mining Corp.13G9.90%3.55M sharesNewFeb 3, 20261 filingFeb 3, 2026SEC

Latest filings

12 filings on file made by Condire Management, LP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Condire Management, LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
NEXMNexMetals Mining Corp.Feb 3, 20261:32 PM ET13G9.90%3.55M sharesNewDec 31, 2025SEC
IAUXi-80 Gold Corp.Nov 14, 20259:14 PM ET13G/A9.90%81.7M shares0.00 ppfrom 9.90%Sep 30, 2025SEC
OGGOsisko Gold Group Inc.Aug 19, 20259:53 PM ET13D/A9.90%23.9M shares0.00 ppfrom 9.90%Aug 15, 2025SEC
IAUXi-80 Gold Corp.Aug 14, 20254:53 PM ET13G9.90%81.2M sharesNewJun 30, 2025SEC
OGGOsisko Gold Group Inc.Feb 4, 20258:57 AM ET13D9.90%13.8M sharesNewNov 7, 2024SEC
GATOGatos Silver, Inc.Nov 8, 202413G/AOld format–––SEC
RYAMRayonier Advanced Materials Inc.Feb 14, 202413G/AOld format–––SEC
GATOGatos Silver, Inc.Feb 14, 202413GOld format–New–SEC
RYAMRayonier Advanced Materials Inc.Feb 14, 202313G/AOld format–––SEC
Golden Star Resources Ltd.Feb 14, 202213G/AOld format–––SEC
RYAMRayonier Advanced Materials Inc.Feb 14, 202213GOld format–New–SEC
Golden Star Resources Ltd.Feb 26, 202113GOld format–New–SEC