StockDriftsStockDriftsTop 18 Condire Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CDE | COEUR MNG INC | 18.04% | 9.94M | $186.6M | new | $17.76(-0.82%) | 2026-03-31 | |
| IAUX | I-80 GOLD CORP | 12.06% | 82.10M | $124.8M | +2.32%(+1.86M) | $0.68(+117.96%) | 2026-03-31 | |
| VAL | VALARIS LTD | 10.98% | 1.16M | $113.6M | +0.00%(+0) | $52.39(+101.25%) | 2026-03-31 | |
| ODV | OSISKO DEVELOPMENT CORP | 7.87% | 25.05M | $81.4M | +8.39%(+1.94M) | $2.39(+27.48%) | 2026-03-31 | |
| CHRD | CHORD ENERGY CORPORATION | 7.65% | 556.5K | $79.1M | +10.09%(+51.00K) | $76.33(+94.42%) | 2026-03-31 | |
| RYAM | RAYONIER ADVANCED MATLS INC | 6.8% | 6.36M | $70.4M | +0.00%(+0) | $6.37(+36.84%) | 2026-03-31 | |
| SBSW | SIBANYE STILLWATER LTD | 6.24% | 5.24M | $64.6M | +0.00%(+0) | $11.88(+2.04%) | 2026-03-31 | |
| SDRL | SEADRILL LTD | 5.63% | 1.28M | $58.2M | +0.00%(+0) | $13510.19(-99.61%) | 2026-03-31 | |
| BTG | B2GOLD CORP | 5.07% | 11.57M | $52.4M | +2.72%(+306.31K) | $4.72(+3.72%) | 2026-03-31 | |
| EXK | ENDEAVOUR SILVER CORP | 4.05% | 4.50M | $41.9M | +0.00%(+0) | $6.74(+45.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.95% | +124.57% |
| Top 20 Holdings Unweighted | +35.06% | +146.36% |
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