Condire Management, LP 13F 持仓 · 2026年Q2
Condire Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 8.55 亿美元。前几大持仓：CDE（17.22%）、IAUX（12.55%）、OGC（9.28%）。本季前 25 大持仓中：新建仓 2 只、增持 1 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CDE | COEUR MNG INC | $162.3M | 17.22% | 9.9M | 持平 |
| 2 | IAUX | I-80 GOLD CORP | $118.2M | 12.55% | 82.1M | 持平 |
| 3 | OGC | OCEANAGOLD CORP | $87.4M | 9.28% | 3.5M | 新建仓 |
| 4 | VAL | VALARIS LTD | $77.5M | 8.22% | 1.1M | 减持 |
| 5 | ODV | OSISKO DEVELOPMENT CORP | $61.6M | 6.54% | 25.1M | 持平 |
| 6 | CHRD | CHORD ENERGY CORPORATION | $56.8M | 6.02% | 496,575 | 减持 |
| 7 | RYAM | RAYONIER ADVANCED MATLS INC | $50.0M | 5.30% | 6.4M | 持平 |
| 8 | SDRL | SEADRILL LTD | $48.4M | 5.14% | 1.3M | 持平 |
| 9 | SBSW | SIBANYE STILLWATER LTD | $44.5M | 4.73% | 5.2M | 持平 |
| 10 | BTG | B2GOLD CORP | $43.3M | 4.59% | 11.6M | 持平 |
| 11 | EXK | ENDEAVOUR SILVER CORP | $37.3M | 3.96% | 4.5M | 持平 |
| 12 | AAUC | ALLIED GOLD CORP | $33.0M | 3.50% | 1.4M | 新建仓 |
| 13 | IAUXWS | I-80 GOLD CORP | $32.4M | 3.44% | 41.6M | 增持 |
| 14 | TDW | TIDEWATER INC NEW | $19.0M | 2.02% | 285,900 | 持平 |
| 15 | CNR | CORE NATURAL RESOURCES INC | $16.1M | 1.71% | 201,663 | 持平 |
| 16 | CVE | CENOVUS ENERGY INC | $14.9M | 1.58% | 600,000 | 减持 |
| 17 | CDLR | CADELER A S | $11.8M | 1.26% | 539,983 | 减持 |
| 18 | ELE | ELEMENTAL RTY CORP | $11.2M | 1.19% | 641,515 | 减持 |
| 19 | NEXM | NEXMETALS MINING CORP. | $8.3M | 0.88% | 3.5M | 持平 |
| 20 | TEN | TSAKOS ENERGY NAVIGATION LTD | $6.2M | 0.66% | 174,927 | 减持 |
| 21 | MUX | MCEWEN INC. | $2.0M | 0.22% | 113,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR