Condire Management, LP
- SEC CIK
- 0001847739
- Latest filing
- Aug 20, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 20, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 21
- +2 vs. Q1 2026
- Portfolio value
- $942.3M
- −$92.4M (−8.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDECoeur Mining, Inc. | COM NEW | 9,942,304 | $162.3M | 17.2% | 00.0% | Unchanged | History |
| IAUXi-80 Gold Corp. | COM | 82,103,559 | $118.2M | 12.5% | 00.0% | Unchanged | History |
| OGCOceanaGold Corp | COM | 3,492,154 | $87.4M | 9.3% | +3,492,154 | New | History |
| VALValaris Ltd | CL A | 1,067,010 | $77.5M | 8.2% | −91,641−7.9% | Reduced | History |
| Osisko Development Corp68828E809 | COM NEW | 25,050,980 | $61.6M | 6.5% | 00.0% | Unchanged | – |
| CHRDChord Energy Corp | COM NEW | 496,575 | $56.8M | 6.0% | −59,961−10.8% | Reduced | History |
| RYAMRayonier Advanced Materials Inc. | COM | 6,358,877 | $50.0M | 5.3% | 00.0% | Unchanged | History |
| SDRLSEADRILL Ltd | COM | 1,279,968 | $48.4M | 5.1% | 00.0% | Unchanged | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 5,244,469 | $44.5M | 4.7% | 00.0% | Unchanged | History |
| BTGB2GOLD Corp | COM | 11,571,607 | $43.3M | 4.6% | 00.0% | Unchanged | History |
| EXKEndeavour Silver Corp | COM | 4,503,543 | $37.3M | 4.0% | 00.0% | Unchanged | History |
| AAUCAllied Gold Corp | COM NEW | 1,387,845 | $33.0M | 3.5% | +1,387,845 | New | History |
| i-80 Gold Corp.44955L155 | *W EXP 11/16/202 | 41,602,399 | $32.4M | 3.4% | +60,800+0.1% | Added | – |
| TDWTidewater Inc | COM | 285,900 | $19.0M | 2.0% | 00.0% | Unchanged | History |
| CNRCore Natural Resources, Inc. | COM SHS | 201,663 | $16.1M | 1.7% | 00.0% | Unchanged | History |
| CVECenovus Energy Inc. | COM | 600,000 | $14.9M | 1.6% | −500,000−45.5% | Reduced | History |
| CDLRCadeler A/S | SPON ADR | 539,983 | $11.8M | 1.3% | −84,417−13.5% | Reduced | History |
| ELEElemental Royalty Corp | COM NEW | 641,515 | $11.2M | 1.2% | −32,900−4.9% | Reduced | History |
| NEXMNexMetals Mining Corp. | COM NEW | 3,513,500 | $8.27M | 0.9% | 00.0% | Unchanged | History |
| TENTsakos Energy Navigation Ltd | SHS | 174,927 | $6.19M | 0.7% | −16,050−8.4% | Reduced | History |
| MUXMcEwen Inc. | COM NEW | 113,000 | $2.05M | 0.2% | 00.0% | Unchanged | History |