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 CHRD
Shares Held
Position Value (USD)
20 of 20 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,128,288 | 556,536 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,863,187 | 505,536 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $52,794,386 | 531,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,455,533 | 531,291 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $59,887,121 | 531,291 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $64,039,539 | 547,721 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $71,329,705 | 547,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $91,841,857 | 547,721 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $97,625,791 | 547,721 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $91,047,661 | 547,721 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $94,130,256 | 580,800 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $89,327,040 | 580,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $78,175,680 | 580,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $79,623,420 | 582,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $116,125,252 | 849,055 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $72,438,925 | 595,470 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $69,878,000 | 477,635 | Shares | Sole | 2022-06-21 | |
| 2021-12-31 | $60,177,233 | 477,635 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $45,000,971 | 452,635 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $33,446,449 | 332,635 | Shares | Sole | 2021-08-16 | |
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