Condire Management, Lp Top Holdings and 13F Report (2026) About Condire Management, LpInvestment ActivityCondire Management, Lp has $1.03 billion in total holdings as of March 31, 2026.Condire Management, Lp owns shares of 19 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 19.77% of the portfolio was purchased this quarter.About 26.40% of the portfolio was sold this quarter.This quarter, Condire Management, Lp has purchased 22 new stocks and bought additional shares in 5 stocks.Condire Management, Lp sold shares of 1 stock and completely divested from 4 stocks this quarter.Largest Holdings Coeur Mining $186,617,046I-80 GOLD CORP $124,797,410Valaris $113,594,144Osisko Development $81,415,685Chord Energy $79,128,288 Largest New Holdings this Quarter 192108504 - Coeur Mining $186,617,046 Holding Largest Purchases this Quarter Coeur Mining 9,942,304 shares (about $186.62M)Chord Energy 51,000 shares (about $7.25M)Osisko Development 1,938,944 shares (about $6.30M)I-80 GOLD CORP 1,862,001 shares (about $2.83M)B2Gold 306,307 shares (about $1.39M) Largest Sales this Quarter ELEMENTAL RTY CORP 11,831 shares (about $222.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCondire Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCDECoeur Mining$186,617,046$186,617,046 â–²New Holding9,942,30418.0%Basic MaterialsI-80 GOLD CORP$124,797,410$2,830,242 â–²2.3%82,103,55912.1%COMVALValaris$113,594,1440.0%1,158,65111.0%EnergyODVOsisko Development$81,415,685$6,301,568 â–²8.4%25,050,9807.9%Basic MaterialsCHRDChord Energy$79,128,288$7,251,180 â–²10.1%556,5367.6%EnergyRYAMRayonier Advanced Materials$70,392,7680.0%6,358,8776.8%Basic MaterialsSBSWSibanye Gold$64,611,8580.0%5,244,4696.2%Basic MaterialsSDRLSeadrill$58,238,5440.0%1,279,9685.6%EnergyBTGB2Gold$52,419,380$1,387,571 â–²2.7%11,571,6075.1%Basic MaterialsEXKEndeavour Silver$41,927,9850.0%4,503,5434.1%Basic MaterialsI-80 GOLD CORP$41,541,599$201,600 â–²0.5%41,541,5994.0%*W EXP 11/16/202CVECenovus Energy$29,183,0000.0%1,100,0002.8%EnergyTDWTidewater$23,886,9450.0%285,9002.3%EnergyCORE NATURAL RESOURCES INC$21,120,1660.0%201,6632.0%COM SHSCADELER A S$14,692,1320.0%624,4001.4%SPON ADRELEMENTAL RTY CORP$12,705,979$222,896 â–¼-1.7%674,4151.2%COM NEWNEXMETALS MINING CORP.$8,608,0750.0%3,513,5000.8%COM NEWTSAKOS ENERGY NAVIGATION LTD$7,535,9520.0%190,9770.7%SHSMUXMcEwen$2,307,4600.0%113,0000.2%Basic MaterialsNEW GOLD INC CDA$0$238,976,444 â–¼-100.0%00.0%COMAEMAgnico Eagle Mines$0$16,136,883 â–¼-100.0%00.0%Basic MaterialsXMESPDR S&P Metals & Mining ETF$0$12,687,148 â–¼-100.0%00.0%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$0$5,180,195 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
