Condire Management
Latest statistics and disclosures from Condire Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CDE, IAUX, OGC, VAL, ODV, and represent 53.81% of Condire Management's stock portfolio.
- Added to shares of these 3 stocks: OGC (+$87M), AAUC (+$33M), IAUX.WS.
- Started 2 new stock positions in OGC, AAUC.
- Reduced shares in these 6 stocks: CVE (-$12M), CHRD (-$6.9M), VAL (-$6.7M), CDLR, ELE, TEN.
- Condire Management was a net buyer of stock by $92M.
- Condire Management has $942M in assets under management (AUM), dropping by -8.93%.
- Central Index Key (CIK): 0001847739
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Portfolio Holdings for Condire Management
Condire Management holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Coeur Mng Com New (CDE) | 17.2 | $162M | 9.9M | 16.32 |
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| I-80 Gold Corp (IAUX) | 12.5 | $118M | 82M | 1.44 |
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| Oceanagold Corp Com New (OGC) | 9.3 | $87M | NEW | 3.5M | 25.04 |
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| Valaris Cl A (VAL) | 8.2 | $78M | -7% | 1.1M | 72.60 |
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| Osisko Development Corp Com New (ODV) | 6.5 | $62M | 25M | 2.46 |
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| Chord Energy Corporation Com New (CHRD) | 6.0 | $57M | -10% | 497k | 114.30 |
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| Rayonier Advanced Matls (RYAM) | 5.3 | $50M | 6.4M | 7.86 |
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| Seadrill 2021 (SDRL) | 5.1 | $48M | 1.3M | 37.82 |
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| Sibanye Stillwater Sponsored Adr (SBSW) | 4.7 | $45M | 5.2M | 8.49 |
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| B2gold Corp (BTG) | 4.6 | $43M | 12M | 3.74 |
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| Endeavour Silver Corp (EXK) | 4.0 | $37M | 4.5M | 8.28 |
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| Allied Gold Corp Com New (AAUC) | 3.5 | $33M | NEW | 1.4M | 23.78 |
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| I-80 Gold Corp *w Exp 11/16/202 (IAUX.WS) | 3.4 | $32M | 42M | 0.78 |
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| Tidewater (TDW) | 2.0 | $19M | 286k | 66.63 |
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| Core Natural Resources Com Shs (CNR) | 1.7 | $16M | 202k | 80.02 |
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| Cenovus Energy (CVE) | 1.6 | $15M | -45% | 600k | 24.81 |
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| Cadeler A S Spon Adr (CDLR) | 1.3 | $12M | -13% | 540k | 21.91 |
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| Elemental Rty Corp Com New (ELE) | 1.2 | $11M | -4% | 642k | 17.46 |
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| Nexmetals Mining Corp. Com New (NEXM) | 0.9 | $8.3M | 3.5M | 2.35 |
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| Tsakos Energy Navigation SHS (TEN) | 0.7 | $6.2M | -8% | 175k | 35.37 |
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| Mcewen Com New (MUX) | 0.2 | $2.0M | 113k | 18.13 |
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Past Filings by Condire Management
SEC 13F filings are viewable for Condire Management going back to 2021
- Condire Management 2026 Q2 amended filed Aug. 20, 2026
- Condire Management 2026 Q2 filed Aug. 14, 2026
- 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