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Condire Management, Lp Top Holdings and 13F Report (2026)

About Condire Management, Lp

Investment Activity

  • Condire Management, Lp has $87.45 million in total holdings as of June 30, 2026.
  • Condire Management, Lp owns shares of 1 different stock, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 100.00% of the portfolio was purchased this quarter.
  • About 1,183.24% of the portfolio was sold this quarter.
  • This quarter, Condire Management, Lp has purchased 19 new stocks and bought additional shares in 0 stocks.
  • Condire Management, Lp sold shares of 0 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

OCEANAGOLD CORP
$87,448,495

Largest New Holdings this Quarter

675222400 - OCEANAGOLD CORP
$87,448,495 Holding

Largest Purchases this Quarter

OCEANAGOLD CORP
3,492,154 shares (about $87.45M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCondire Management, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
OCEANAGOLD CORP
$87,448,495$87,448,495 New Holding3,492,154100.0%COM NEW
Coeur Mining, Inc. stock logo
CDE
Coeur Mining
$0$186,617,046 -100.0%00.0%Materials
I-80 GOLD CORP
$0$124,797,410 -100.0%00.0%COM
Valaris Limited stock logo
VAL
Valaris
$0$113,594,144 -100.0%00.0%Energy
OSISKO DEVELOPMENT CORP
$0$81,415,685 -100.0%00.0%COM NEW
Chord Energy Corporation stock logo
CHRD
Chord Energy
$0$79,128,288 -100.0%00.0%Energy
Rayonier Advanced Materials Inc. stock logo
RYAM
Rayonier Advanced Materials
$0$70,392,768 -100.0%00.0%Materials
Sibanye Gold Limited stock logo
SBSW
Sibanye Gold
$0$64,611,858 -100.0%00.0%Materials
Seadrill Limited stock logo
SDRL
Seadrill
$0$58,238,544 -100.0%00.0%Energy
B2Gold Corp stock logo
BTG
B2Gold
$0$52,419,380 -100.0%00.0%Materials
Endeavour Silver Corporation stock logo
EXK
Endeavour Silver
$0$41,927,985 -100.0%00.0%Materials
I-80 GOLD CORP
$0$41,541,599 -100.0%00.0%*W EXP 11/16/202
Cenovus Energy Inc stock logo
CVE
Cenovus Energy
$0$29,183,000 -100.0%00.0%Energy
Tidewater Inc. stock logo
TDW
Tidewater
$0$23,886,945 -100.0%00.0%Energy
CORE NATURAL RESOURCES INC
$0$21,120,166 -100.0%00.0%COM SHS
CADELER A S
$0$14,692,132 -100.0%00.0%SPON ADR
ELEMENTAL RTY CORP
$0$12,705,979 -100.0%00.0%COM NEW
NEXMETALS MINING CORP.
$0$8,608,075 -100.0%00.0%COM NEW
TSAKOS ENERGY NAVIGATION LTD
$0$7,535,952 -100.0%00.0%SHS
McEwen Inc. stock logo
MUX
McEwen
$0$2,307,460 -100.0%00.0%Materials

Showing largest 100 holdings. View all holdings.
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