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 RYAM
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,392,768 | 6,358,877 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,453,785 | 6,358,877 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $45,891,258 | 6,356,130 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,471,100 | 6,356,130 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,547,747 | 6,356,130 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $52,438,072 | 6,356,130 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $54,408,472 | 6,356,130 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,577,347 | 6,356,130 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $30,382,301 | 6,356,130 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,742,326 | 6,356,130 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $22,388,446 | 6,324,420 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $26,640,517 | 6,224,420 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,027,113 | 6,224,420 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $59,754,432 | 6,224,420 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,559,345 | 6,209,316 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $16,268,407 | 6,209,316 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $26,600,675 | 4,048,809 | Shares | Sole | 2022-06-21 | |
| 2021-12-31 | $19,457,715 | 3,407,656 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,000,000 | 3,200,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,394,000 | 2,600,000 | Shares | Sole | 2021-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||