Condire Management, LP
An institutional investment manager in DALLAS, TX. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1847739.
- Reported value$854.9m
- Positions21
Holdings: 21 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 20 lines; lines for the same security and option type are added together here.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Coeur MNG IncCDE | COM NEW | 192108504 | 162 | 17.2% | 9,942,304 | Unchanged | |
| I-80 Gold CorpIAUX | COM | 44955L106 | 118 | 12.5% | 82,103,559 | Unchanged | |
| Oceanagold CorpOGC | COM NEW | 675222400 | 87.4 | 9.3% | 3,492,154 | New+3,492,154 | |
| Valaris Ltd | CL A | G9460G101 | 77.5 | 8.2% | 1,067,010 | Reduced−91,641 | |
| Osisko Development Corp | COM NEW | 68828E809 | 61.6 | 6.5% | 25,050,980 | Unchanged | |
| Chord Energy CorporationCHRD | COM NEW | 674215207 | 56.8 | 6.0% | 496,575 | Reduced−59,961 | |
| Rayonier Advanced Matls IncRYAM | COM | 75508B104 | 50.0 | 5.3% | 6,358,877 | Unchanged | |
| Seadrill Ltd | COM | G7997W102 | 48.4 | 5.1% | 1,279,968 | Unchanged | |
| Sibanye Stillwater LtdSBSW | SPONSORED ADR | 82575P107 | 44.5 | 4.7% | 5,244,469 | Unchanged | |
| B2GOLD CorpBTG | COM | 11777Q209 | 43.3 | 4.6% | 11,571,607 | Unchanged | |
| Endeavour Silver CorpEXK | COM | 29258Y103 | 37.3 | 4.0% | 4,503,543 | Unchanged | |
| Allied Gold CorpAAUC | COM NEW | 01921D204 | 33.0 | 3.5% | 1,387,845 | New+1,387,845 | |
| I-80 Gold Corp | *W EXP 11/16/202 | 44955L155 | 32.4 | 3.4% | 41,602,399 | Added+60,800 | |
| Tidewater Inc NewTDW | COM | 88642R109 | 19.0 | 2.0% | 285,900 | Unchanged | |
| Core Natural Resources IncCNR | COM SHS | 218937100 | 16.1 | 1.7% | 201,663 | Unchanged | |
| Cenovus Energy IncCVE | COM | 15135U109 | 14.9 | 1.6% | 600,000 | Reduced−500,000 | |
| Cadeler a SCDLR | SPON ADR | 12738K109 | 11.8 | 1.3% | 539,983 | Reduced−84,417 | |
| Elemental Rty CorpELE | COM NEW | 28620K106 | 11.2 | 1.2% | 641,515 | Reduced−32,900 | |
| Nexmetals Mining Corp.NEXM | COM NEW | 65346E204 | 8.3 | 0.9% | 3,513,500 | Unchanged | |
| Tsakos Energy Navigation Ltd | SHS | G9108L173 | 6.2 | 0.7% | 174,927 | Reduced−16,050 | |
| McEwen Inc.MUX | COM NEW | 58039P305 | 2.0 | 0.2% | 113,000 | Unchanged |
Source: SEC EDGAR, Form 13F-HR, accession 0001847739-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.