# Condire Management, LP: Form 13F holdings

An institutional investment manager in DALLAS, TX. SEC CIK 1847739.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $854.9m
- Positions: 21 (20 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1847739/000184773926000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [COEUR MNG INC (CDE)](/companies/cde.md) | COM NEW | $162.3m | 17.2% | 9,942,304 |  | Unchanged |
| [I-80 GOLD CORP (IAUX)](/companies/iaux.md) | COM | $118.2m | 12.5% | 82,103,559 |  | Unchanged |
| [OCEANAGOLD CORP (OGC)](/companies/ogc.md) | COM NEW | $87.4m | 9.3% | 3,492,154 |  | New +3,492,154 |
| VALARIS LTD | CL A | $77.5m | 8.2% | 1,067,010 |  | Reduced −91,641 |
| OSISKO DEVELOPMENT CORP | COM NEW | $61.6m | 6.5% | 25,050,980 |  | Unchanged |
| [CHORD ENERGY CORPORATION (CHRD)](/companies/chrd.md) | COM NEW | $56.8m | 6.0% | 496,575 |  | Reduced −59,961 |
| [RAYONIER ADVANCED MATLS INC (RYAM)](/companies/ryam.md) | COM | $50.0m | 5.3% | 6,358,877 |  | Unchanged |
| SEADRILL LTD | COM | $48.4m | 5.1% | 1,279,968 |  | Unchanged |
| [SIBANYE STILLWATER LTD (SBSW)](/companies/sbsw.md) | SPONSORED ADR | $44.5m | 4.7% | 5,244,469 |  | Unchanged |
| [B2GOLD CORP (BTG)](/companies/btg.md) | COM | $43.3m | 4.6% | 11,571,607 |  | Unchanged |
| [ENDEAVOUR SILVER CORP (EXK)](/companies/exk.md) | COM | $37.3m | 4.0% | 4,503,543 |  | Unchanged |
| [ALLIED GOLD CORP (AAUC)](/companies/aauc.md) | COM NEW | $33.0m | 3.5% | 1,387,845 |  | New +1,387,845 |
| I-80 GOLD CORP | \*W EXP 11/16/202 | $32.4m | 3.4% | 41,602,399 |  | Added +60,800 |
| [TIDEWATER INC NEW (TDW)](/companies/tdw.md) | COM | $19.0m | 2.0% | 285,900 |  | Unchanged |
| [CORE NATURAL RESOURCES INC (CNR)](/companies/cnr.md) | COM SHS | $16.1m | 1.7% | 201,663 |  | Unchanged |
| [CENOVUS ENERGY INC (CVE)](/companies/cve.md) | COM | $14.9m | 1.6% | 600,000 |  | Reduced −500,000 |
| [CADELER A S (CDLR)](/companies/cdlr.md) | SPON ADR | $11.8m | 1.3% | 539,983 |  | Reduced −84,417 |
| [ELEMENTAL RTY CORP (ELE)](/companies/ele.md) | COM NEW | $11.2m | 1.2% | 641,515 |  | Reduced −32,900 |
| [NEXMETALS MINING CORP. (NEXM)](/companies/nexm.md) | COM NEW | $8.3m | 0.9% | 3,513,500 |  | Unchanged |
| TSAKOS ENERGY NAVIGATION LTD | SHS | $6.2m | 0.7% | 174,927 |  | Reduced −16,050 |
| [MCEWEN INC. (MUX)](/companies/mux.md) | COM NEW | $2.0m | 0.2% | 113,000 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001847739-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.