Condire Management, LP
Condire Management, LP reported 21 US-listed holdings worth $942.3 million in its 13F for the quarter ended 30 June 2026, filed 20 August 2026. Its largest: Coeur Mining, Inc. (17.2%), I-80 Gold Corp. (12.5%) and Oceanagold Corp. (9.3%). Against the quarter before, it opened 2 positions, added to 1, trimmed 6 and sold out of 0.
Reported holdings$942.3M-8.9% on Q1 2026
Positions21+2 on Q1 2026
The largest ten79.6%of its reported holdings
Latest 13FQ2 2026filed 20 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 2Added 1Held 12Trimmed 6
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Oceanagold Corp. OGC$87.4 million
- Allied Gold Corp. AAUC$33.0 million
Added to 1
- I-80 Gold Corp. IAUXWS+60,800 shares · +0%
Trimmed 6
- Cenovus Energy Inc. CVE-500,000 shares · -45%
- Chord Energy Corp. CHRD-59,961 shares · -11%
- Valaris Ltd. VAL-91,641 shares · -8%
- Cadeler A S CDLR-84,417 shares · -14%
- Elemental Rty Corp. ELE-32,900 shares · -5%
- Tsakos Energy Navigation Ltd TEN-16,050 shares · -8%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Coeur Mining, Inc. CDE | 9.9M | $162.3 million | 17.22% | no change |
| I-80 Gold Corp. IAUX | 82.1M | $118.2 million | 12.55% | no change |
| Oceanagold Corp. OGC | 3.5M | $87.4 million | 9.28% | new |
| Valaris Ltd. VAL | 1.1M | $77.5 million | 8.22% | -91.6K |
| Osisko Development Corp. ODV | 25.1M | $61.6 million | 6.54% | no change |
| Chord Energy Corp. CHRD | 496.6K | $56.8 million | 6.02% | -60.0K |
| Rayonier Advanced Matls Inc. RYAM | 6.4M | $50.0 million | 5.30% | no change |
| Seadrill 2021 Ltd SDRL | 1.3M | $48.4 million | 5.14% | no change |
| Sibanye Stillwater Ltd SBSW | 5.2M | $44.5 million | 4.73% | no change |
| B2GOLD Corp. BTG | 11.6M | $43.3 million | 4.59% | no change |
| Endeavour Silver Corp. EXK | 4.5M | $37.3 million | 3.96% | no change |
| Allied Gold Corp. AAUC | 1.4M | $33.0 million | 3.50% | new |
| I-80 Gold Corp. IAUXWS | 41.6M | $32.4 million | 3.44% | +60.8K |
| Tidewater Inc. TDW | 285.9K | $19.0 million | 2.02% | no change |
| Core Natural Resources, Inc. CNR | 201.7K | $16.1 million | 1.71% | no change |
| Cenovus Energy Inc. CVE | 600.0K | $14.9 million | 1.58% | -500.0K |
| Cadeler A S CDLR | 540.0K | $11.8 million | 1.26% | -84.4K |
| Elemental Rty Corp. ELE | 641.5K | $11.2 million | 1.19% | -32.9K |
| Nexmetals Mining Corp NEXM | 3.5M | $8.3 million | 0.88% | no change |
| Tsakos Energy Navigation Ltd TEN | 174.9K | $6.2 million | 0.66% | -16.1K |
| McEwen MNG Inc. MUX | 113.0K | $2.0 million | 0.22% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.