Condire Management as of June 30, 2026
Portfolio Holdings for Condire Management
Condire Management holds 20 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) | 19.0 | $162M | 9.9M | 16.32 | |
| I-80 Gold Corp (IAUX) | 13.8 | $118M | 82M | 1.44 | |
| Valaris Cl A (VAL) | 9.1 | $78M | 1.1M | 72.60 | |
| Osisko Development Corp Com New (ODV) | 7.2 | $62M | 25M | 2.46 | |
| Chord Energy Corporation Com New (CHRD) | 6.6 | $57M | 497k | 114.30 | |
| Rayonier Advanced Matls (RYAM) | 5.8 | $50M | 6.4M | 7.86 | |
| Seadrill 2021 (SDRL) | 5.7 | $48M | 1.3M | 37.82 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 5.2 | $45M | 5.2M | 8.49 | |
| B2gold Corp (BTG) | 5.1 | $43M | 12M | 3.74 | |
| Endeavour Silver Corp (EXK) | 4.4 | $37M | 4.5M | 8.28 | |
| Allied Gold Corp Com New (AAUC) | 3.9 | $33M | 1.4M | 23.78 | |
| I-80 Gold Corp *w Exp 11/16/202 (IAUX.WS) | 3.8 | $32M | 42M | 0.78 | |
| Tidewater (TDW) | 2.2 | $19M | 286k | 66.63 | |
| Core Natural Resources Com Shs (CNR) | 1.9 | $16M | 202k | 80.02 | |
| Cenovus Energy (CVE) | 1.7 | $15M | 600k | 24.81 | |
| Cadeler A S Spon Adr (CDLR) | 1.4 | $12M | 540k | 21.91 | |
| Elemental Rty Corp Com New (ELE) | 1.3 | $11M | 642k | 17.46 | |
| Nexmetals Mining Corp. Com New (NEXM) | 1.0 | $8.3M | 3.5M | 2.35 | |
| Tsakos Energy Navigation SHS (TEN) | 0.7 | $6.2M | 175k | 35.37 | |
| Mcewen Com New (MUX) | 0.2 | $2.0M | 113k | 18.13 |
