Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Condire Management, LP (CIK 1847739) reported $854.9M across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CDE ($162.3M, 18.98%), IAUX ($118.2M, 13.83%), OGC ($87.4M, 10.23%), VAL ($77.5M, 9.06%), ODV ($61.6M, 7.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CDE | COEUR MNG INC | $162.3M | 18.98% | 9.9M | Hold |
| 2 | IAUX | I-80 GOLD CORP | $118.2M | 13.83% | 82.1M | Hold |
| 3 | OGC | OCEANAGOLD CORP | $87.4M | 10.23% | 3.5M | New |
| 4 | VAL | VALARIS LTD | $77.5M | 9.06% | 1.1M | Trimmed |
| 5 | ODV | OSISKO DEVELOPMENT CORP | $61.6M | 7.21% | 25.1M | Hold |
| 6 | CHRD | CHORD ENERGY CORPORATION | $56.8M | 6.64% | 496,575 | Trimmed |
| 7 | RYAM | RAYONIER ADVANCED MATLS INC | $50.0M | 5.85% | 6.4M | Hold |
| 8 | SDRL | SEADRILL LTD | $48.4M | 5.66% | 1.3M | Hold |
| 9 | SBSW | SIBANYE STILLWATER LTD | $44.5M | 5.21% | 5.2M | Hold |
| 10 | BTG | B2GOLD CORP | $43.3M | 5.06% | 11.6M | Hold |
| 11 | EXK | ENDEAVOUR SILVER CORP | $37.3M | 4.36% | 4.5M | Hold |
| 12 | AAUC | ALLIED GOLD CORP | $33.0M | 3.86% | 1.4M | New |
| 13 | IAUXWS | I-80 GOLD CORP | $32.4M | 3.80% | 41.6M | Added |
| 14 | TDW | TIDEWATER INC NEW | $19.0M | 2.23% | 285,900 | Hold |
| 15 | CNR | CORE NATURAL RESOURCES INC | $16.1M | 1.89% | 201,663 | Hold |
| 16 | CVE | CENOVUS ENERGY INC | $14.9M | 1.74% | 600,000 | Trimmed |
| 17 | CDLR | CADELER A S | $11.8M | 1.38% | 539,983 | Trimmed |
| 18 | ELE | ELEMENTAL RTY CORP | $11.2M | 1.31% | 641,515 | Trimmed |
| 19 | NEXM | NEXMETALS MINING CORP. | $8.3M | 0.97% | 3.5M | Hold |
| 20 | TEN | TSAKOS ENERGY NAVIGATION LTD | $6.2M | 0.72% | 174,927 | Trimmed |
| 21 | MUX | MCEWEN INC. | $2.0M | 0.24% | 113,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30