Investor
Condire Management, LP
CIK 0001847739 · filed 2026-05-15 · SEC filing
13F book
$1.03B
Positions
19
1 new · 4 sold
Largest name
18.0%
Coeur Mng Inc
Est. mark
$145.3M
Price effect on 18 names still held. Flow −$68.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Coeur Mng Inc | — | 9.94M | $186.6M | 18.0% | — | New |
| I-80 Gold Corp | — | 82.1M | $124.8M | 12.1% | $4.81M | Added$7.64M |
| Valaris Ltd | — | 1.16M | $113.6M | 11.0% | $55.2M | Held |
| Osisko Development Corp | — | 25.1M | $81.4M | 7.9% | −$5.55M | Added$754.7K |
| Chord Energy Corp | CHRD | 556.5K | $79.1M | 7.6% | $25M | Added$32.3M |
| Rayonier Advanced Matls Inc | — | 6.36M | $70.4M | 6.8% | $32.9M | Held |
| Sibanye Stillwater Ltd | — | 5.24M | $64.6M | 6.2% | −$10.1M | Held |
| Seadrill Ltd | SDRL | 1.28M | $58.2M | 5.6% | $14M | Held |
| B2gold Corp | BTG | 11.6M | $52.4M | 5.1% | $225.3K | Added$1.61M |
| Endeavour Silver Corp | EXK | 4.5M | $41.9M | 4.1% | −$405.3K | Held |
| I-80 Gold Corp | — | 41.5M | $41.5M | 4.0% | $3.31M | Added$3.51M |
| Cenovus Energy Inc. | CVE | 1.1M | $29.2M | 2.8% | $10.6M | Held |
| Tidewater Inc New | — | 285.9K | $23.9M | 2.3% | $9.45M | Held |
| Core Natural Resources, Inc. | CNR | 201.7K | $21.1M | 2.0% | $3.27M | Held |
| Cadeler A/S | CDLR | 624.4K | $14.7M | 1.4% | $3.08M | Held |
| Elemental Rty Corp | — | 674.4K | $12.7M | 1.2% | $1.26M | Cut$1.06M |
| Nexmetals Mining Corp. | NEXM | 3.51M | $8.61M | 0.8% | −$5.13M | Held |
| Tsakos Energy Navigation Ltd | — | 191K | $7.54M | 0.7% | $3.25M | Held |
| Mcewen Inc. | MUX | 113K | $2.31M | 0.2% | $215.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.