§ 13F · FUND PROFILE
Condire Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 19Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$187M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CDE | COEUR MNG INC | 9.94M | $187M | 18.0% | NEW |
| 2 | IAUX | I-80 GOLD CORP | 82.10M | $125M | 12.1% | +2% |
| 3 | VAL | VALARIS LTD | 1.16M | $114M | 11.0% | ±0% |
| 4 | ODV | OSISKO DEVELOPMENT CORP | 25.05M | $81M | 7.9% | +8% |
| 5 | CHRD | CHORD ENERGY CORPORATION | 557K | $79M | 7.6% | +10% |
| 6 | RYAM | RAYONIER ADVANCED MATLS INC | 6.36M | $70M | 6.8% | ±0% |
| 7 | SBSW | SIBANYE STILLWATER LTD | 5.24M | $65M | 6.2% | ±0% |
| 8 | SDRL | SEADRILL LTD | 1.28M | $58M | 5.6% | ±0% |
| 9 | BTG | B2GOLD CORP | 11.57M | $52M | 5.1% | +3% |
| 10 | EXK | ENDEAVOUR SILVER CORP | 4.50M | $42M | 4.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONDIRE SIGNAL
AC read
Condire Management, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed