Institutional Fund
Condire Management, LP
Dallas, TXCIK 18477395 filings on record
Portfolio Value
$1.03B
Q1 2026
Holdings
19
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+8.0%
from $957.97M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Coeur Mng Inc18.0%
- I-80 Gold Corp12.1%
- Valaris Ltd11.0%
- Osisko Development Corp7.9%
- Chord Energy Corporation7.6%
- Rayonier Advanced Matls Inc6.8%
- Other36.6%
Portfolio Holdings
19 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Coeur Mng Inc | 9.94M | $186.62M | 18.0% | +9.94M | New |
| 2 | I-80 Gold Corp | 82.10M | $124.80M | 12.1% | +1.86M | Added |
| 3 | Valaris Ltd | 1.16M | $113.59M | 11.0% | 0 | Held |
| 4 | Osisko Development Corp | 25.05M | $81.42M | 7.9% | +1.94M | Added |
| 5 | Chord Energy Corporation | 556.5K | $79.13M | 7.6% | +51.0K | Added |
| 6 | Rayonier Advanced Matls Inc | 6.36M | $70.39M | 6.8% | 0 | Held |
| 7 | Sibanye Stillwater Ltd | 5.24M | $64.61M | 6.2% | 0 | Held |
| 8 | Seadrill Ltd | 1.28M | $58.24M | 5.6% | 0 | Held |
| 9 | B2gold Corp | 11.57M | $52.42M | 5.1% | +306.3K | Added |
| 10 | Endeavour Silver Corp | 4.50M | $41.93M | 4.1% | 0 | Held |
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