Condire Management
Latest statistics and disclosures from Condire Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CDE, IAUX, VAL, ODV, CHRD, and represent 56.59% of Condire Management's stock portfolio.
- Added to shares of these 6 stocks: CDE (+$187M), CHRD (+$7.3M), ODV (+$6.3M), IAUX, BTG, IAUX.WS.
- Started 1 new stock position in CDE.
- Reduced shares in these 5 stocks: New Gold Inc Cda (-$239M), AEM (-$16M), , XOP (-$5.2M), ELE.
- Sold out of its positions in AEM, New Gold Inc Cda, XME, XOP.
- Condire Management was a net seller of stock by $-69M.
- Condire Management has $1.0B in assets under management (AUM), dropping by 8.01%.
- Central Index Key (CIK): 0001847739
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Portfolio Holdings for Condire Management
Condire Management holds 19 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Coeur Mng Com New (CDE) | 18.0 | $187M | NEW | 9.9M | 18.77 |
|
| I-80 Gold Corp (IAUX) | 12.1 | $125M | +2% | 82M | 1.52 |
|
| Valaris Cl A (VAL) | 11.0 | $114M | 1.2M | 98.04 |
|
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| Osisko Development Corp Com New (ODV) | 7.9 | $81M | +8% | 25M | 3.25 |
|
| Chord Energy Corporation Com New (CHRD) | 7.6 | $79M | +10% | 557k | 142.18 |
|
| Rayonier Advanced Matls (RYAM) | 6.8 | $70M | 6.4M | 11.07 |
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| Sibanye Stillwater Sponsored Adr (SBSW) | 6.2 | $65M | 5.2M | 12.32 |
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| Seadrill 2021 (SDRL) | 5.6 | $58M | 1.3M | 45.50 |
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| B2gold Corp (BTG) | 5.1 | $52M | +2% | 12M | 4.53 |
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| Endeavour Silver Corp (EXK) | 4.1 | $42M | 4.5M | 9.31 |
|
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| I-80 Gold Corp *w Exp 11/16/202 (IAUX.WS) | 4.0 | $42M | 42M | 1.00 |
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| Cenovus Energy (CVE) | 2.8 | $29M | 1.1M | 26.53 |
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| Tidewater (TDW) | 2.3 | $24M | 286k | 83.55 |
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| Core Natural Resources Com Shs (CNR) | 2.0 | $21M | 202k | 104.73 |
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| Cadeler A S Spon Adr (CDLR) | 1.4 | $15M | 624k | 23.53 |
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| Elemental Rty Corp Com New (ELE) | 1.2 | $13M | 674k | 18.84 |
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| Nexmetals Mining Corp. Com New (NEXM) | 0.8 | $8.6M | 3.5M | 2.45 |
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| Tsakos Energy Navigation SHS (TEN) | 0.7 | $7.5M | 191k | 39.46 |
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| Mcewen Com New (MUX) | 0.2 | $2.3M | 113k | 20.42 |
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Past Filings by Condire Management
SEC 13F filings are viewable for Condire Management going back to 2021
- Condire Management 2026 Q1 filed May 15, 2026
- Condire Management 2025 Q4 filed Feb. 17, 2026
- Condire Management 2025 Q3 filed Nov. 14, 2025
- Condire Management 2025 Q2 filed Aug. 14, 2025
- Condire Management 2025 Q1 filed May 15, 2025
- Condire Management 2024 Q4 filed Feb. 14, 2025
- Condire Management 2024 Q3 filed Nov. 14, 2024
- Condire Management 2024 Q2 filed Aug. 14, 2024
- Condire Management 2024 Q1 filed May 15, 2024
- Condire Management 2023 Q4 filed Feb. 15, 2024
- Condire Management 2023 Q3 filed Nov. 15, 2023
- Condire Management 2023 Q2 filed Aug. 14, 2023
- Condire Management 2023 Q1 filed May 15, 2023
- Condire Management 2022 Q4 filed Feb. 14, 2023
- Condire Management 2022 Q3 restated filed Nov. 21, 2022
- Condire Management 2022 Q3 filed Nov. 14, 2022