StockDriftsStockDriftsTop 19 Condire Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CDE | COEUR MNG INC | 18.98% | 9.94M | $162.3M | +0.00%(+0) | $17.76(+5.94%) | 2026-06-30 | |
| IAUX | I-80 GOLD CORP | 13.83% | 82.10M | $118.2M | +0.00%(+0) | $0.68(+145.81%) | 2026-06-30 | |
| VAL | VALARIS LTD | 9.06% | 1.07M | $77.5M | -7.91%(-91.64K) | $52.39(+63.44%) | 2026-06-30 | |
| ODV | OSISKO DEVELOPMENT CORP | 7.21% | 25.05M | $61.6M | +0.00%(+0) | $2.39(+16.20%) | 2026-06-30 | |
| CHRD | CHORD ENERGY CORPORATION | 6.64% | 496.6K | $56.8M | -10.77%(-59.96K) | $76.33(+79.91%) | 2026-06-30 | |
| RYAM | RAYONIER ADVANCED MATLS INC | 5.85% | 6.36M | $50.0M | +0.00%(+0) | $6.37(+32.13%) | 2026-06-30 | |
| SDRL | SEADRILL LTD | 5.66% | 1.28M | $48.4M | +0.00%(+0) | $39.09(+22.74%) | 2026-06-30 | |
| SBSW | SIBANYE STILLWATER LTD | 5.21% | 5.24M | $44.5M | +0.00%(+0) | $11.88(-9.32%) | 2026-06-30 | |
| BTG | B2GOLD CORP | 5.06% | 11.57M | $43.3M | +0.00%(+0) | $4.72(+8.80%) | 2026-06-30 | |
| EXK | ENDEAVOUR SILVER CORP | 4.36% | 4.50M | $37.3M | +0.00%(+0) | $6.74(+58.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.19% | +45.01% | +14.16% | +93.86% |
| Top 20 Holdings Unweighted | +23.59% | +88.78% | +30.96% | +285.18% |
Condire Management LP reports $854.89M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are CDE (19.0%), IAUX (13.8%) and VAL (9.1%). The top 20 holdings account for 96.2% of reported assets. Its disclosed equity book has returned +45.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Condire Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1847739). View Condire Management LP’s 13F filings on SEC