Condire Management, LP: 13F holdings
CIK 18477392026Q2
| Positions | 21 |
|---|
| Reported value | $942.3m |
|---|
| Filed | 2026-08-20 |
|---|
Change since last quarter
| Positions | 21 (+2 vs prior quarter) |
|---|
| Reported value | $942.3m (-8.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CDE COEUR MNG INC | 9,942,304 | $162.3m | 17.2% |
| IAUX I-80 GOLD CORP | 82,103,559 | $118.2m | 12.5% |
| OGC OCEANAGOLD CORP | 3,492,154 | $87.4m | 9.3% |
| VAL VALARIS LTD | 1,067,010 | $77.5m | 8.2% |
| OSISKO DEVELOPMENT CORP | 25,050,980 | $61.6m | 6.5% |
| CHRD CHORD ENERGY CORPORATION | 496,575 | $56.8m | 6.0% |
| RYAM RAYONIER ADVANCED MATLS INC | 6,358,877 | $50.0m | 5.3% |
| SEADRILL LTD | 1,279,968 | $48.4m | 5.1% |
| SBSW SIBANYE STILLWATER LTD | 5,244,469 | $44.5m | 4.7% |
| BTG B2GOLD CORP | 11,571,607 | $43.3m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1847739")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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