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Hedge Funds Similar to Condire

13F Portfolio OverlapQ2 2026Condire portfolio →
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Most similar hedge funds by 13F overlap

Condire Management, LP is an institutional investor managing $855M across 20 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Condire are Nokomis , L.L.C., PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE, Goehring & Rozencwajg Associates, with shared positions in $IAUX, $CDE, $CVE, $OGG, $SBSW, $NEXM. The full ranking of 18 similar funds is below.

#1Nokomis Capital, L.L.C.Active
Substantial overlap · 5 shared positions
$IAUX$CDE$CVE$OGG$SBSW
$298M
57 positions
#2PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE
Substantial overlap · 3 shared positions
$CDE$IAUX$NEXM
$74M
14 positions
#3Goehring & Rozencwajg Associates, LLCActive
Notable overlap · 5 shared positions
$VAL$SDRL$SBSW$CHRD$CNR
$1.7B
41 positions
#4Glenorchy Capital LtdSmart money
Notable overlap · 6 shared positions
$VAL$SBSW$SDRL$TDW$CNR$TEN
$2.7B
65 positions
#5VALUEWORKS LLC
Notable overlap · 4 shared positions
$CHRD$VAL$TDW$CDLR
$479M
38 positions
#6Sourcerock Group LLCActive
Notable overlap · 3 shared positions
$CHRD$TDW$CNR
$1.9B
36 positions
#7Hara Capital LLCPassive
Notable overlap · 3 shared positions
$VAL$SDRL$TDW
$190M
307 positions
#8Extract Advisors LLCActive
Notable overlap · 3 shared positions
$CDE$ELE$NEXM
$358M
31 positions
#9SPROTT INC.Active
Some overlap · 4 shared positions
$CDE$IAUX$EXK$ELE
$3.2B
268 positions
#10ABBINGTON INVESTMENT GROUPActive
Some overlap · 3 shared positions
$EXK$CDE$SBSW
$157M
52 positions
#11GLOBAL STRATEGIC MANAGEMENT INCSmart money
Some overlap · 3 shared positions
$BTG$ELE$IAUX
$127M
26 positions
#12Hartree Partners, LPPassive
Some overlap · 3 shared positions
$CNR$CVE$SDRL
$469M
118 positions
#13Arbiter Partners Capital Management LLCSmart money
Some overlap · 3 shared positions
$OGG$ELE$BTG
$190M
41 positions
#14AEGIS FINANCIAL CORPActive
Some overlap · 3 shared positions
$TDW$CVE$IAUX
$633M
39 positions
#15Tejara Capital LtdPassive
Some overlap · 3 shared positions
$CNR$SDRL$VAL
$243M
66 positions
#16Ninepoint Partners LPActive
Some overlap · 3 shared positions
$CVE$CDE$CHRD
$1.3B
165 positions
#17Mudita Advisors LLPSmart money
Slight overlap · 3 shared positions
$CNR$OGG$AAUC
$481M
24 positions
#18Mraz, Amerine & Associates, Inc.Active
Slight overlap · 3 shared positions
$CVE$TDW$VAL
$697M
199 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.