Condire Management, LP
13F Reported Value
ⓘ$1.0B
Holdings
19
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Condire Management, LP disclosed 19 positions worth $1.0B in its Form 13F-HR for Q1 2026, led by $CDE (Coeur Mining, Inc.) at 18.0% of the equity portfolio, followed by $IAUX and $VAL. During the quarter the fund opened 1 new position and exited 4 — including a new stake in $CDE and a full exit from $NGD. The portfolio is most concentrated in Materials (66.4% of disclosed assets). All figures are sourced directly from Condire Management, LP’s Form 13F-HR filing with the SEC under CIK 1847739.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 78.1#68
Quality
$186.6M9,942,304 sh - —
Quality
$124.8M82,103,559 sh - —
Quality
$113.6M1,158,651 sh - —
Quality
$81.4M25,050,980 sh - 60.8
Quality
$79.1M556,536 sh - 31.1
Quality
$70.4M6,358,877 sh - —
Quality
$64.6M5,244,469 sh - —
Quality
$58.2M1,279,968 sh - —
Quality
$52.4M11,571,607 sh - —
Quality
$41.9M4,503,543 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Coeur Mining, Inc.$CDE | 78.1#68 | $186.6M | 9,942,304 |
 i-80 Gold Corp.$IAUX | — | $124.8M | 82,103,559 |
 Valaris Ltd$VAL | — | $113.6M | 1,158,651 |
 Osisko Development Corp.$ODV | — | $81.4M | 25,050,980 |
 Chord Energy Corp$CHRD | 60.8 | $79.1M | 556,536 |
 RAYONIER ADVANCED MATERIALS INC.$RYAM | 31.1 | $70.4M | 6,358,877 |
 Sibanye Stillwater Ltd$SBSW | — | $64.6M | 5,244,469 |
 SEADRILL Ltd$SDRL | — | $58.2M | 1,279,968 |
 B2GOLD CORP$BTG | — | $52.4M | 11,571,607 |
 ENDEAVOUR SILVER CORP$EXK | — | $41.9M | 4,503,543 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Condire Management, LP's 19 positions.
Showing top 10 of 19 holdings.
Sector Allocation
Materials
$687.3M
Energy
$301.3M
Industrials
$46.1M
Full Holdings — Condire Management, LP (Q1 2026)
All 19 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CDE | Coeur Mining, Inc. | $186.6M | 18.0% | NEW | 78.1 |
| 2 | $IAUX | i-80 Gold Corp. | $124.8M | 12.1% | +2% | — |
| 3 | $VAL | Valaris Ltd | $113.6M | 11.0% | +0% | — |
| 4 | $ODV | Osisko Development Corp. | $81.4M | 7.9% | +8% | — |
| 5 | $CHRD | Chord Energy Corp | $79.1M | 7.7% | +10% | 60.8 |
| 6 | $RYAM | RAYONIER ADVANCED MATERIALS INC. | $70.4M | 6.8% | +0% | 31.1 |
| 7 | $SBSW | Sibanye Stillwater Ltd | $64.6M | 6.2% | +0% | — |
| 8 | $SDRL | SEADRILL Ltd | $58.2M | 5.6% | +0% | — |
| 9 | $BTG | B2GOLD CORP | $52.4M | 5.1% | +3% | — |
| 10 | $EXK | ENDEAVOUR SILVER CORP | $41.9M | 4.0% | +0% | — |
| 11 | $IAUX | i-80 Gold Corp. | $41.5M | 4.0% | +0% | — |
| 12 |  $CVE | CENOVUS ENERGY INC. | $29.2M | 2.8% | +0% | — |
| 13 |  $TDW | TIDEWATER INC | $23.9M | 2.3% | +0% | 64.6 |
| 14 |  $CNR | Core Natural Resources, Inc. | $21.1M | 2.0% | +0% | 51.8 |
| 15 |  $CDLR | Cadeler A/S | $14.7M | 1.4% | +0% | — |
| 16 |  $ELE | Elemental Royalty Corp | $12.7M | 1.2% | -2% | — |
| 17 |  $NEXM | NexMetals Mining Corp. | $8.6M | 0.8% | +0% | — |
| 18 |  $TEN | TSAKOS ENERGY NAVIGATION LTD | $7.5M | 0.7% | +0% | — |
| 19 |  $MUX | McEwen Inc. | $2.3M | 0.2% | +0% | 49 |
New Positions (1)
$CDE Coeur Mining, Inc.$186.6M
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