Condire Management, LP
20 holdingsFiling period: 2026-06-30Current AUM: $990.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CDE | COEUR MNG INC | 9.94M | $162.3M | $198.0M | 19.98% | -- | 2026-06-30 |
| 2 | IAUX | I-80 GOLD CORP | 82.10M | $118.2M | $138.8M | 14.00% | -- | 2026-06-30 |
| 3 | — | VALARIS LTD | 1.07M | $77.5M | $77.5M | 7.82% | -91,641 | 2026-06-30 |
| 4 | ODV | OSISKO DEVELOPMENT CORP | 25.05M | $61.6M | $61.6M | 6.22% | -- | 2026-06-30 |
| 5 | CHRD | CHORD ENERGY CORPORATION | 496.6K | $56.8M | $78.0M | 7.87% | -59,961 | 2026-06-30 |
| 6 | RYAM | RAYONIER ADVANCED MATLS INC | 6.36M | $50.0M | $52.5M | 5.29% | -- | 2026-06-30 |
| 7 | — | SEADRILL LTD | 1.28M | $48.4M | $48.4M | 4.89% | -- | 2026-06-30 |
| 8 | SBSW | SIBANYE STILLWATER LTD | 5.24M | $44.5M | $62.1M | 6.27% | -- | 2026-06-30 |
| 9 | BTG | B2GOLD CORP | 11.57M | $43.3M | $60.4M | 6.10% | -- | 2026-06-30 |
| 10 | EXK | ENDEAVOUR SILVER CORP | 4.50M | $37.3M | $43.4M | 4.38% | -- | 2026-06-30 |
| 11 | AAUC | ALLIED GOLD CORP | 1.39M | $33.0M | $29.3M | 2.96% | -- | 2026-06-30 |
| 12 | IAUX/WS | I-80 GOLD CORP | 41.60M | $32.4M | $32.4M | 3.27% | +60.8K | 2026-06-30 |
| 13 | TDW | TIDEWATER INC NEW | 285.9K | $19.0M | $26.2M | 2.65% | -- | 2026-06-30 |
| 14 | CNR | CORE NATURAL RESOURCES INC | 201.7K | $16.1M | $19.1M | 1.92% | -- | 2026-06-30 |
| 15 | CVE | CENOVUS ENERGY INC | 600.0K | $14.9M | $20.4M | 2.05% | -500,000 | 2026-06-30 |
| 16 | CDLR | CADELER A S | 540.0K | $11.8M | $13.3M | 1.34% | -84,417 | 2026-06-30 |
| 17 | ELE | ELEMENTAL RTY CORP | 641.5K | $11.2M | $13.4M | 1.35% | -32,900 | 2026-06-30 |
| 18 | NEXM | NEXMETALS MINING CORP. | 3.51M | $8.3M | $7.9M | 0.80% | -- | 2026-06-30 |
| 19 | — | TSAKOS ENERGY NAVIGATION LTD | 174.9K | $6.2M | $6.2M | 0.62% | -16,050 | 2026-06-30 |
| 20 | MUX | MCEWEN INC. | 113.0K | $2.0M | $2.1M | 0.21% | -- | 2026-06-30 |
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