account_balance
Investment manager · 13F filer · SEC CIK 1847739
Condire Management, LP
Reported value$855Mas of Jun 30, 2026
Positions20 1 new, 0 sold out
Top 10 weight81.9%CDE alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CDECoeur MNG Inc
19.0%
IAUXI-80 Gold Corp
13.8%
VALValaris Ltd
9.1%Trimmed −8%
ODVOsisko Development Corp
7.2%
CHRDChord Energy Corporation
6.6%Trimmed −11%
RYAMRayonier Advanced Matls Inc
5.8%
SDRLSeadrill Ltd
5.7%
SBSWSibanye Stillwater Ltd
5.2%
BTGB2gold Corp
5.1%
EXKEndeavour Silver Corp
4.4%
AAUCAllied Gold Corp
3.9%New
IAUXWSI-80 Gold Corp
3.8%
CDECoeur MNG Inc
19.0%
IAUXI-80 Gold Corp
13.8%
VAL9.1%ODV7.2%CHRDChord Energy Corporation
6.6%Trimmed −11%
RYAM5.8%SDRL5.7%SBSW5.2%BTG5.1%EXK4.4%AAUC3.9%IAUXWS3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CDE Coeur MNG Inc 19.0% HeldIAUX I-80 Gold Corp 13.8% HeldVAL Valaris Ltd 9.1% Trimmed −8%ODV Osisko Development Corp 7.2% HeldCHRD Chord Energy Corporation 6.6% Trimmed −11%RYAM Rayonier Advanced Matls Inc 5.8% HeldSDRL Seadrill Ltd 5.7% HeldSBSW Sibanye Stillwater Ltd 5.2% HeldBTG B2gold Corp 5.1% HeldEXK Endeavour Silver Corp 4.4% HeldAAUC Allied Gold Corp 3.9% NewIAUXWS I-80 Gold Corp 3.8% Held
What changed