Condire Management, LP reported 20 holdings worth US$855M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Condire Management, LP reported 20 holdings worth US$855M as of Jun 30, 2026. Largest: Coeur Mining, Inc., I-80 Gold Corp and Oceanagold Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$855M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Coeur Mining, Inc. | 9.94M | US$162M | 17.2% |
| I-80 Gold Corp | 82.1M | US$118M | 12.5% |
| Oceanagold Corporation | 3.49M | US$87.4M | 9.3% |
| Valaris Limited | 1.07M | US$77.5M | 8.2% |
| Osisko Gold Group Inc. | 25.1M | US$61.6M | 6.5% |
| Chord Energy Corporation | 497K | US$56.8M | 6.0% |
| Rayonier Advanced Materials Inc. | 6.36M | US$50M | 5.3% |
| Seadrill Limited | 1.28M | US$48.4M | 5.1% |
| Sibanye Stillwater Limited | 5.24M | US$44.5M | 4.7% |
| B2gold Corp. | 11.6M | US$43.3M | 4.6% |
| Endeavour Silver Corp. | 4.5M | US$37.3M | 4.0% |
| Allied Gold Corporation | 1.39M | US$33M | 3.5% |
| Tidewater Inc. | 286K | US$19M | 2.0% |
| Core Natural Resources, Inc. | 202K | US$16.1M | 1.7% |
| Cenovus Energy Inc. | 600K | US$14.9M | 1.6% |
| Cadeler A/s | 540K | US$11.8M | 1.3% |
| Elemental Royalty Corporation | 642K | US$11.2M | 1.2% |
| Nexmetals Mining Corp. | 3.51M | US$8.27M | 0.88% |
| Tsakos Energy Navigation Ltd | 175K | US$6.19M | 0.66% |
| Mcewen Inc. | 113K | US$2.05M | 0.22% |