Condire Management, Lp Portfolio Stock Holdings
Condire Management, Lp disclosed 19 stock positions valued at approximately $1.0 billion in its latest SEC 13F filing. The largest holdings include COEUR MNG INC, I-80 GOLD CORP, and VALARIS LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 19
- Portfolio Value
- $1.0B
Holdings by Sector
Condire Management, Lp Portfolio Holdings in Q1 2026
15 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COEUR MNG INC | CDE | Basic Materials | 18.04% | 9,942,304 | +9,942,304 | +100.00% | $186,617,046 |
| I-80 GOLD CORP | IAUX | Basic Materials | 12.06% | 82,103,559 | +1,862,001 | +2.32% | $124,797,410 |
| VALARIS LTD | VAL | Energy | 10.98% | 1,158,651 | - | - | $113,594,144 |
| OSISKO DEVELOPMENT CORP | ODV | Basic Materials | 7.87% | 25,050,980 | +1,938,944 | +8.39% | $81,415,685 |
| CHORD ENERGY CORPORATION | CHRD | Energy | 7.65% | 556,536 | +51,000 | +10.09% | $79,128,288 |
| RAYONIER ADVANCED MATLS INC | RYAM | Basic Materials | 6.80% | 6,358,877 | - | - | $70,392,768 |
| SIBANYE STILLWATER LTD | SBSW | Basic Materials | 6.24% | 5,244,469 | - | - | $64,611,858 |
| SEADRILL LTD | G7997W102 | Other | 5.63% | 1,279,968 | - | - | $58,238,544 |
| B2GOLD CORP | BTG | Basic Materials | 5.07% | 11,571,607 | +306,307 | +2.72% | $52,419,380 |
| ENDEAVOUR SILVER CORP | EXK | Basic Materials | 4.05% | 4,503,543 | - | - | $41,927,985 |
| CENOVUS ENERGY INC | CVE | Energy | 2.82% | 1,100,000 | - | - | $29,183,000 |
| TIDEWATER INC NEW | TDW | Energy | 2.31% | 285,900 | - | - | $23,886,945 |
| CORE NATURAL RESOURCES INC | CEIX | Other | 2.04% | 201,663 | - | - | $21,120,166 |
| CADELER A S | CDLR | Industrials | 1.42% | 624,400 | - | - | $14,692,132 |
| MCEWEN INC. | MUX | Basic Materials | 0.22% | 113,000 | - | - | $2,307,460 |