Condire Management, LP
Top Portfolio Positions
18 positions ·
$993,182,813 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
21 quarters · across all stocks
Holdings in NGD
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $238,976,444 | 27,437,020 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $215,686,611 | 30,039,918 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $162,062,594 | 32,739,918 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $121,465,095 | 32,739,918 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $81,194,996 | 32,739,918 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $100,463,040 | 34,883,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $68,021,850 | 34,883,000 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||