§ 13F · FUND PROFILE
Condire Management, LP.
AUM · $942M (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$120M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CDE | COEUR MNG INC | 9.94M | $162M | 17.2% | ±0% |
| 2 | IAUX | I-80 GOLD CORP | 82.10M | $118M | 12.5% | ±0% |
| 3 | OCANF | OCEANAGOLD CORP | 3.49M | $87M | 9.3% | NEW |
| 4 | VAL | VALARIS LTD | 1.07M | $77M | 8.2% | −8% |
| 5 | ODV | OSISKO DEVELOPMENT CORP | 25.05M | $62M | 6.5% | ±0% |
| 6 | CHRD | CHORD ENERGY CORPORATION | 497K | $57M | 6.0% | −11% |
| 7 | RYAM | RAYONIER ADVANCED MATLS INC | 6.36M | $50M | 5.3% | ±0% |
| 8 | SDRL | SEADRILL LTD | 1.28M | $48M | 5.1% | ±0% |
| 9 | SBSW | SIBANYE STILLWATER LTD | 5.24M | $45M | 4.7% | ±0% |
| 10 | BTG | B2GOLD CORP | 11.57M | $43M | 4.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONDIRE SIGNAL
AC read
Condire Management, LP is a Other fund managing $942 million in assets. The fund runs a focused portfolio of just 21 positions.
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