Condire Management
$1.0B Assets Reported
23 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CDE | COEUR MNG INC | 9,942,304 | $187M | 18.0% |
| IAUX | I-80 GOLD CORP | 82,103,559 | $125M | 12.1% |
| VAL | VALARIS LTD | 1,158,651 | $114M | 11.0% |
| ODV | OSISKO DEVELOPMENT CORP | 25,050,980 | $81M | 7.9% |
| CHRD | CHORD ENERGY CORPORATION | 556,536 | $79M | 7.6% |
| RYAM | RAYONIER ADVANCED MATLS INC | 6,358,877 | $70M | 6.8% |
| SBSW | SIBANYE STILLWATER LTD | 5,244,469 | $65M | 6.2% |
| SDRL | SEADRILL LTD | 1,279,968 | $58M | 5.6% |
| BTG | B2GOLD CORP | 11,571,607 | $52M | 5.1% |
| EXK | ENDEAVOUR SILVER CORP | 4,503,543 | $42M | 4.1% |
Track Condire Management's 13F portfolio: $1.0B in reported holdings, 23 positions. Top holdings, AUM, and quarterly changes on SentiSense.