Holders — by stockHoldings — by fund
Condire Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001847739
$854.9M
disclosed book value
20
positions
19%
largest position share
Positions, as of 2026-06-30
top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CDECOEUR MNG INC | 9.9M | $162.3M | 19% |
| 2 | IAUXI-80 GOLD CORP | 82.1M | $118.2M | 13.8% |
| 3 | VALARIS LTD | 1.1M | $77.5M | 9.1% |
| 4 | NPDEUROSISKO DEVELOPMENT CORP | 25.1M | $61.6M | 7.2% |
| 5 | CHRDCHORD ENERGY CORPORATION | 496,575 | $56.8M | 6.6% |
| 6 | RYAMRAYONIER ADVANCED MATLS INC | 6.4M | $50.0M | 5.8% |
| 7 | SEADRILL LTD | 1.3M | $48.4M | 5.7% |
| 8 | SBSWSIBANYE STILLWATER LTD | 5.2M | $44.5M | 5.2% |
| 9 | BTGB2GOLD CORP | 11.6M | $43.3M | 5.1% |
| 10 | EXKENDEAVOUR SILVER CORP | 4.5M | $37.3M | 4.4% |
| 11 | AAUCALLIED GOLD CORP | 1.4M | $33.0M | 3.9% |
| 12 | IAUX/WSI-80 GOLD CORP | 41.6M | $32.4M | 3.8% |
| 13 | TDWTIDEWATER INC NEW | 285,900 | $19.0M | 2.2% |
| 14 | CNRCORE NATURAL RESOURCES INC | 201,663 | $16.1M | 1.9% |
| 15 | CVECENOVUS ENERGY INC | 600,000 | $14.9M | 1.7% |
| 16 | CDLRCADELER A S | 539,983 | $11.8M | 1.4% |
| 17 | ELEELEMENTAL RTY CORP | 641,515 | $11.2M | 1.3% |
| 18 | NEXMNEXMETALS MINING CORP. | 3.5M | $8.3M | 1% |
| 19 | TSAKOS ENERGY NAVIGATION LTD | 174,927 | $6.2M | 0.7% |
| 20 | MUXMCEWEN INC. | 113,000 | $2.0M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.