Condire Management, LP
Top Portfolio Positions
18 positions ·
$993,182,813 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CDE |
Coeur Mining, Inc.
Basic Materials
|
9,942,304 | $186,617,046 | 18.79% |
| IAUX |
i-80 Gold Corp.
Basic Materials
|
82,103,559 | $124,797,409 | 12.57% |
| VAL |
Valaris Ltd
Energy
|
1,158,651 | $113,594,144 | 11.44% |
| ODV |
Osisko Development Corp.
Basic Materials
|
25,050,980 | $81,415,685 | 8.20% |
| CHRD |
Chord Energy Corp
Energy
|
556,536 | $79,128,288 | 7.97% |
| RYAM |
Rayonier Advanced Materials Inc.
Basic Materials
|
6,358,877 | $70,392,768 | 7.09% |
| SBSW |
Sibanye Stillwater Ltd
Basic Materials
|
5,244,469 | $64,611,858 | 6.51% |
| SDRL |
Seadrill Ltd
Energy
|
1,279,968 | $58,238,544 | 5.86% |
| BTG |
B2gold Corp
Basic Materials
|
11,571,607 | $52,419,379 | 5.28% |
| EXK |
Endeavour Silver Corp
Basic Materials
|
4,503,543 | $41,927,985 | 4.22% |
Portfolio Trend
Holdings in CDE
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $186,617,046 | 9,942,304 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,430,000 | 500,000 | Shares | Sole | 2025-08-14 | |
| 2021-06-30 | $1,032,566 | 116,280 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,671,599 | 960,310 | Shares | Sole | 2021-05-17 | |
| No quarters match your search. | ||||||