Condire Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.03B
Q ending 2026-03-31
Prior quarter
$958.0M
Q ending 2025-12-31
Change
+8.0% QoQ · +54.7% YoY
Positions
19
reported holdings
Largest positions
All 19 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Coeur Mng Inc | CDE | Shares | $186.6M | 9.9M |
| I-80 Gold Corp | IAUX | Shares | $124.8M | 82.1M |
| Valaris Ltd | Shares | $113.6M | 1.2M | |
| Osisko Development Corp | ODV | Shares | $81.4M | 25.1M |
| Chord Energy Corporation | CHRD | Shares | $79.1M | 557K |
| Rayonier Advanced Matls Inc | RYAM | Shares | $70.4M | 6.4M |
| Sibanye Stillwater Ltd | SBSW | Shares | $64.6M | 5.2M |
| Seadrill Ltd | Shares | $58.2M | 1.3M | |
| B2Gold Corp | BTG | Shares | $52.4M | 11.6M |
| Endeavour Silver Corp | EXK | Shares | $41.9M | 4.5M |
| I-80 Gold Corp | IAUX/WS | Shares | $41.5M | 41.5M |
| Cenovus Energy Inc | CVE | Shares | $29.2M | 1.1M |
| Tidewater Inc New | TDW | Shares | $23.9M | 286K |
| Core Natural Resources Inc | CNR | Shares | $21.1M | 202K |
| Cadeler A S | CDLR | Shares | $14.7M | 624K |
| Elemental Rty Corp | ELE | Shares | $12.7M | 674K |
| Nexmetals Mining Corp. | NEXM | Shares | $8.6M | 3.5M |
| Tsakos Energy Navigation Ltd | Shares | $7.5M | 191K | |
| Mcewen Inc. | MUX | Shares | $2.3M | 113K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.