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Condire Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $942,334,178
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- COEUR MNG INC · COM NEW · 192108504 · shares: $162,258,401
- I-80 GOLD CORP · COM · 44955L106 · shares: $118,229,125
- OCEANAGOLD CORP · COM NEW · 675222400 · shares: $87,448,495
- VALARIS LTD · CL A · G9460G101 · shares: $77,464,926
- OSISKO DEVELOPMENT CORP · COM NEW · 68828E809 · shares: $61,625,411
- CHORD ENERGY CORPORATION · COM NEW · 674215207 · shares: $56,758,523
- RAYONIER ADVANCED MATLS INC · COM · 75508B104 · shares: $49,980,773
- SEADRILL LTD · COM · G7997W102 · shares: $48,408,390
- SIBANYE STILLWATER LTD · SPONSORED ADR · 82575P107 · shares: $44,525,542
- B2GOLD CORP · COM · 11777Q209 · shares: $43,277,810
Reported holdings
21 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| COEUR MNG INC | COM NEW | 192108504 | — | 9,942,304 shares | $162,258,401 |
| I-80 GOLD CORP | COM | 44955L106 | — | 82,103,559 shares | $118,229,125 |
| OCEANAGOLD CORP | COM NEW | 675222400 | — | 3,492,154 shares | $87,448,495 |
| VALARIS LTD | CL A | G9460G101 | — | 1,067,010 shares | $77,464,926 |
| OSISKO DEVELOPMENT CORP | COM NEW | 68828E809 | — | 25,050,980 shares | $61,625,411 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | — | 496,575 shares | $56,758,523 |
| RAYONIER ADVANCED MATLS INC | COM | 75508B104 | — | 6,358,877 shares | $49,980,773 |
| SEADRILL LTD | COM | G7997W102 | — | 1,279,968 shares | $48,408,390 |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | — | 5,244,469 shares | $44,525,542 |
| B2GOLD CORP | COM | 11777Q209 | — | 11,571,607 shares | $43,277,810 |
| ENDEAVOUR SILVER CORP | COM | 29258Y103 | — | 4,503,543 shares | $37,289,336 |
| ALLIED GOLD CORP | COM NEW | 01921D204 | — | 1,387,845 shares | $33,002,954 |
| I-80 GOLD CORP | *W EXP 11/16/202 | 44955L155 | — | 41,602,399 shares | $32,449,871 |
| TIDEWATER INC NEW | COM | 88642R109 | — | 285,900 shares | $19,049,517 |
| CORE NATURAL RESOURCES INC | COM SHS | 218937100 | — | 201,663 shares | $16,137,073 |
| CENOVUS ENERGY INC | COM | 15135U109 | — | 600,000 shares | $14,886,000 |
| CADELER A S | SPON ADR | 12738K109 | — | 539,983 shares | $11,831,028 |
| ELEMENTAL RTY CORP | COM NEW | 28620K106 | — | 641,515 shares | $11,200,852 |
| NEXMETALS MINING CORP. | COM NEW | 65346E204 | — | 3,513,500 shares | $8,274,293 |
| TSAKOS ENERGY NAVIGATION LTD | SHS | G9108L173 | — | 174,927 shares | $6,187,168 |
| MCEWEN INC. | COM NEW | 58039P305 | — | 113,000 shares | $2,048,690 |