Condire Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Condire Management, LP disclosed 21 US equity positions worth $942.3m in its Q2 2026 13F filing. The largest position was CDE at 17.2% of the reported book, followed by IAUX and OGC. Against the Q1 2026 filing, it opened 2 new positions, added to 0 and reduced 6 among the top 21 holdings.
What did Condire Management, LP own in Q2 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CDE COEUR MNG INC | Basic Materials | 17.2% | $162.3m | 9,942,304 | 0% | held |
| 2 | IAUX I-80 GOLD CORP | 12.5% | $118.2m | 82,103,559 | 0% | held | |
| 3 | OGC OCEANAGOLD CORP | 9.3% | $87.4m | 3,492,154 | – | new | |
| 4 | VALARIS LTD | 8.2% | $77.5m | 1,067,010 | -8% | reduced | |
| 5 | NPDEUR OSISKO DEVELOPMENT CORP | 6.5% | $61.6m | 25,050,980 | 0% | held | |
| 6 | CHRD CHORD ENERGY CORPORATION | Energy | 6.0% | $56.8m | 496,575 | -11% | reduced |
| 7 | RYAM RAYONIER ADVANCED MATLS INC | Basic Materials | 5.3% | $50.0m | 6,358,877 | 0% | held |
| 8 | SEADRILL LTD | 5.1% | $48.4m | 1,279,968 | 0% | held | |
| 9 | SBSW SIBANYE STILLWATER LTD | Basic Materials | 4.7% | $44.5m | 5,244,469 | 0% | held |
| 10 | BTG B2GOLD CORP | Basic Materials | 4.6% | $43.3m | 11,571,607 | 0% | held |
| 11 | EXK ENDEAVOUR SILVER CORP | Basic Materials | 4.0% | $37.3m | 4,503,543 | 0% | held |
| 12 | AAUC ALLIED GOLD CORP | Basic Materials | 3.5% | $33.0m | 1,387,845 | – | new |
| 13 | I-80 GOLD CORP | 3.4% | $32.4m | 41,602,399 | 0% | held | |
| 14 | TDW TIDEWATER INC NEW | Energy | 2.0% | $19.0m | 285,900 | 0% | held |
| 15 | CNR CORE NATURAL RESOURCES INC | Energy | 1.7% | $16.1m | 201,663 | 0% | held |
| 16 | CVE CENOVUS ENERGY INC | Energy | 1.6% | $14.9m | 600,000 | -45% | reduced |
| 17 | CDLR CADELER A S | 1.3% | $11.8m | 539,983 | -14% | reduced | |
| 18 | ELE ELEMENTAL RTY CORP | 1.2% | $11.2m | 641,515 | -5% | reduced | |
| 19 | NEXMETALS MINING CORP. | 0.9% | $8.3m | 3,513,500 | 0% | held | |
| 20 | TSAKOS ENERGY NAVIGATION LTD | 0.7% | $6.2m | 174,927 | -8% | reduced | |
| 21 | MUX MCEWEN INC. | 0.2% | $2.0m | 113,000 | 0% | held |
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.