Condire Management, LP
19 holdingsFiling period: 2026-03-31Current AUM: $920.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CDE | COEUR MNG INC | 9.94M | $186.6M | $148.2M | 16.11% | -- | 2026-03-31 |
| 2 | IAUX | I-80 GOLD CORP | 82.10M | $124.8M | $105.9M | 11.51% | +1.86M | 2026-03-31 |
| 3 | — | VALARIS LTD | 1.16M | $113.6M | $113.6M | 12.34% | -- | 2026-03-31 |
| 4 | ODV | OSISKO DEVELOPMENT CORP | 25.05M | $81.4M | $81.4M | 8.85% | +1.94M | 2026-03-31 |
| 5 | CHRD | CHORD ENERGY CORPORATION | 556.5K | $79.1M | $78.1M | 8.49% | +51.0K | 2026-03-31 |
| 6 | RYAM | RAYONIER ADVANCED MATLS INC | 6.36M | $70.4M | $56.9M | 6.18% | -- | 2026-03-31 |
| 7 | SBSW | SIBANYE STILLWATER LTD | 5.24M | $64.6M | $46.4M | 5.04% | -- | 2026-03-31 |
| 8 | — | SEADRILL LTD | 1.28M | $58.2M | $58.2M | 6.33% | -- | 2026-03-31 |
| 9 | BTG | B2GOLD CORP | 11.57M | $52.4M | $43.4M | 4.72% | +306.3K | 2026-03-31 |
| 10 | EXK | ENDEAVOUR SILVER CORP | 4.50M | $41.9M | $33.9M | 3.68% | -- | 2026-03-31 |
| 11 | IAUX/WS | I-80 GOLD CORP | 41.54M | $41.5M | $41.5M | 4.51% | +201.6K | 2026-03-31 |
| 12 | CVE | CENOVUS ENERGY INC | 1.10M | $29.2M | $33.2M | 3.61% | -- | 2026-03-31 |
| 13 | TDW | TIDEWATER INC NEW | 285.9K | $23.9M | $21.5M | 2.33% | -- | 2026-03-31 |
| 14 | CNR | CORE NATURAL RESOURCES INC | 201.7K | $21.1M | $16.1M | 1.75% | -- | 2026-03-31 |
| 15 | CDLR | CADELER A S | 624.4K | $14.7M | $14.2M | 1.54% | -- | 2026-03-31 |
| 16 | ELE | ELEMENTAL RTY CORP | 674.4K | $12.7M | $10.6M | 1.15% | -11,831 | 2026-03-31 |
| 17 | NEXM | NEXMETALS MINING CORP. | 3.51M | $8.6M | $7.6M | 0.83% | -- | 2026-03-31 |
| 18 | — | TSAKOS ENERGY NAVIGATION LTD | 191.0K | $7.5M | $7.5M | 0.82% | -- | 2026-03-31 |
| 19 | MUX | MCEWEN INC. | 113.0K | $2.3M | $2.0M | 0.21% | -- | 2026-03-31 |
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