Condire Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Condire Management, LP disclosed 19 US equity positions worth $1.0bn in its Q1 2026 13F filing. The largest position was CDE at 18.0% of the reported book, followed by IAUX and VALARIS LTD.
What did Condire Management, LP own in Q1 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CDE COEUR MNG INC | Basic Materials | 18.0% | $186.6m | 9,942,304 | – | |
| 2 | IAUX I-80 GOLD CORP | 12.1% | $124.8m | 82,103,559 | – | ||
| 3 | VALARIS LTD | 11.0% | $113.6m | 1,158,651 | – | ||
| 4 | NPDEUR OSISKO DEVELOPMENT CORP | 7.9% | $81.4m | 25,050,980 | – | ||
| 5 | CHRD CHORD ENERGY CORPORATION | Energy | 7.6% | $79.1m | 556,536 | – | |
| 6 | RYAM RAYONIER ADVANCED MATLS INC | Basic Materials | 6.8% | $70.4m | 6,358,877 | – | |
| 7 | SBSW SIBANYE STILLWATER LTD | Basic Materials | 6.2% | $64.6m | 5,244,469 | – | |
| 8 | SEADRILL LTD | 5.6% | $58.2m | 1,279,968 | – | ||
| 9 | BTG B2GOLD CORP | Basic Materials | 5.1% | $52.4m | 11,571,607 | – | |
| 10 | EXK ENDEAVOUR SILVER CORP | Basic Materials | 4.1% | $41.9m | 4,503,543 | – | |
| 11 | I-80 GOLD CORP | 4.0% | $41.5m | 41,541,599 | – | ||
| 12 | CVE CENOVUS ENERGY INC | Energy | 2.8% | $29.2m | 1,100,000 | – | |
| 13 | TDW TIDEWATER INC NEW | Energy | 2.3% | $23.9m | 285,900 | – | |
| 14 | CNR CORE NATURAL RESOURCES INC | Energy | 2.0% | $21.1m | 201,663 | – | |
| 15 | CDLR CADELER A S | 1.4% | $14.7m | 624,400 | – | ||
| 16 | ELE ELEMENTAL RTY CORP | 1.2% | $12.7m | 674,415 | – | ||
| 17 | NEXMETALS MINING CORP. | 0.8% | $8.6m | 3,513,500 | – | ||
| 18 | TSAKOS ENERGY NAVIGATION LTD | 0.7% | $7.5m | 190,977 | – | ||
| 19 | MUX MCEWEN INC. | 0.2% | $2.3m | 113,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.