Condire Management, LP 13F holdings
Condire Management, LP reported 20 positions with a total reported value of $942.3M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-20. Top holdings by reported value: COEUR MNG INC (17.2%), IAUX I-80 GOLD CORP (16.0%), OGC OCEANAGOLD CORP (9.3%), VAL VALARIS LTD (8.2%), OSISKO DEVELOPMENT CORP (6.5%). Against 2026-03-31 it opened 2 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
20 largest of 20 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| COEUR MNG INC | 9,942,304 | $162.3M | 17.2% |
| IAUX I-80 GOLD CORP | 123,705,958 | $150.7M | 16.0% |
| OGC OCEANAGOLD CORP | 3,492,154 | $87.4M | 9.3% |
| VAL VALARIS LTD | 1,067,010 | $77.5M | 8.2% |
| OSISKO DEVELOPMENT CORP | 25,050,980 | $61.6M | 6.5% |
| CHRD CHORD ENERGY CORPORATION | 496,575 | $56.8M | 6.0% |
| RYAM RAYONIER ADVANCED MATLS INC | 6,358,877 | $50.0M | 5.3% |
| SDRL SEADRILL LTD | 1,279,968 | $48.4M | 5.1% |
| SBSW SIBANYE STILLWATER LTD | 5,244,469 | $44.5M | 4.7% |
| BTG B2GOLD CORP | 11,571,607 | $43.3M | 4.6% |
| EXK ENDEAVOUR SILVER CORP | 4,503,543 | $37.3M | 4.0% |
| AAUC ALLIED GOLD CORP | 1,387,845 | $33.0M | 3.5% |
| TDW TIDEWATER INC NEW | 285,900 | $19.0M | 2.0% |
| CNR CORE NATURAL RESOURCES INC | 201,663 | $16.1M | 1.7% |
| CVE CENOVUS ENERGY INC | 600,000 | $14.9M | 1.6% |
| CDLR CADELER A S | 539,983 | $11.8M | 1.3% |
| ELEMENTAL RTY CORP | 641,515 | $11.2M | 1.2% |
| NEXM NEXMETALS MINING CORP. | 3,513,500 | $8.3M | 0.9% |
| TEN TSAKOS ENERGY NAVIGATION LTD | 174,927 | $6.2M | 0.7% |
| MUX MCEWEN INC. | 113,000 | $2.0M | 0.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| IAUX I-80 GOLD CORP | 123,645,158 | 123,705,958 | +0.0% | $150.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVE CENOVUS ENERGY INC | 1,100,000 | 600,000 | -45.5% | $14.9M |
| CHRD CHORD ENERGY CORPORATION | 556,536 | 496,575 | -10.8% | $56.8M |
| VAL VALARIS LTD | 1,158,651 | 1,067,010 | -7.9% | $77.5M |
| CDLR CADELER A S | 624,400 | 539,983 | -13.5% | $11.8M |
| ELEMENTAL RTY CORP | 674,415 | 641,515 | -4.9% | $11.2M |
| TEN TSAKOS ENERGY NAVIGATION LTD | 190,977 | 174,927 | -8.4% | $6.2M |
CIK 1847739 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
