Holdings
Condire Management, LP
As of Jun 30, 2026, Condire Management, LP reported 20 positions worth US$910M. Largest: Coeur Mining, Inc., I-80 Gold Corp and Oceanagold Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Coeur Mining, Inc. | 9.94M | US$162M | no change | Jun 30, 2026 |
| I-80 Gold Corp | 82.1M | US$118M | no change | Jun 30, 2026 |
| Oceanagold Corporation | 3.49M | US$87.4M | new | Jun 30, 2026 |
| Valaris Limited | 1.07M | US$77.5M | −91,641 | Jun 30, 2026 |
| Osisko Gold Group Inc. | 25.1M | US$61.6M | no change | Jun 30, 2026 |
| Chord Energy Corporation | 497K | US$56.8M | −59,961 | Jun 30, 2026 |
| Rayonier Advanced Materials Inc. | 6.36M | US$50M | no change | Jun 30, 2026 |
| Seadrill Limited | 1.28M | US$48.4M | no change | Jun 30, 2026 |
| Sibanye Stillwater Limited | 5.24M | US$44.5M | no change | Jun 30, 2026 |
| B2gold Corp. | 11.6M | US$43.3M | no change | Jun 30, 2026 |