Condire Management as of March 31, 2026
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 | 9.9M | 18.77 | |
| I-80 Gold Corp (IAUX) | 12.1 | $125M | 82M | 1.52 | |
| Valaris Cl A (VAL) | 11.0 | $114M | 1.2M | 98.04 | |
| Osisko Development Corp Com New (ODV) | 7.9 | $81M | 25M | 3.25 | |
| Chord Energy Corporation Com New (CHRD) | 7.6 | $79M | 557k | 142.18 | |
| Rayonier Advanced Matls (RYAM) | 6.8 | $70M | 6.4M | 11.07 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 6.2 | $65M | 5.2M | 12.32 | |
| Seadrill 2021 (SDRL) | 5.6 | $58M | 1.3M | 45.50 | |
| B2gold Corp (BTG) | 5.1 | $52M | 12M | 4.53 | |
| Endeavour Silver Corp (EXK) | 4.1 | $42M | 4.5M | 9.31 | |
| I-80 Gold Corp *w Exp 11/16/202 (IAUX.WS) | 4.0 | $42M | 42M | 1.00 | |
| Cenovus Energy (CVE) | 2.8 | $29M | 1.1M | 26.53 | |
| Tidewater (TDW) | 2.3 | $24M | 286k | 83.55 | |
| Core Natural Resources Com Shs (CNR) | 2.0 | $21M | 202k | 104.73 | |
| Cadeler A S Spon Adr (CDLR) | 1.4 | $15M | 624k | 23.53 | |
| Elemental Rty Corp Com New (ELE) | 1.2 | $13M | 674k | 18.84 | |
| Nexmetals Mining Corp. Com New (NEXM) | 0.8 | $8.6M | 3.5M | 2.45 | |
| Tsakos Energy Navigation SHS (TEN) | 0.7 | $7.5M | 191k | 39.46 | |
| Mcewen Com New (MUX) | 0.2 | $2.3M | 113k | 20.42 |
