Filed: 5/15/2026ACC: 0001847739-26-000002
📋 What this filing means
CONDIRE MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$1.03B
Total AUM (reported)
196.02M
Total Shares
Allocation by class
COM$400.85M38.7%
COM NEW$370.78M35.8%
CL A$113.59M11.0%
SPONSORED ADR$64.61M6.2%
*W EXP 11/16/202$41.54M4.0%
COM SHS$21.12M2.0%
SPON ADR$14.69M1.4%
Portfolio Concentration
Top 3$425.01M41.1%
4–10$448.13M43.3%
11–25$161.58M15.6%
Top 3 weight
41.1%
Top 10 weight
84.4%
Voting Authority Distribution
Total shares with voting rights: 196.02M
Sole
Full voting authority
196.02M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
COEUR MNG INC
SOLEShares9.94M
TypeSH
Market value$186.62M
18.04%
Sole
9.94M
Shared
0.00
None
0.00
I-80 GOLD CORP
SOLEShares82.10M
TypeSH
Market value$124.80M
12.06%
Sole
82.10M
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares1.16M
TypeSH
Market value$113.59M
10.98%
Sole
1.16M
Shared
0.00
None
0.00
OSISKO DEVELOPMENT CORP
SOLEShares25.05M
TypeSH
Market value$81.42M
7.87%
Sole
25.05M
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares556.54K
TypeSH
Market value$79.13M
7.65%
Sole
556.54K
Shared
0.00
None
0.00
RAYONIER ADVANCED MATLS INC
SOLEShares6.36M
TypeSH
Market value$70.39M
6.80%
Sole
6.36M
Shared
0.00
None
0.00
SIBANYE STILLWATER LTD
SOLEShares5.24M
TypeSH
Market value$64.61M
6.24%
Sole
5.24M
Shared
0.00
None
0.00
SEADRILL LTD
SOLEShares1.28M
TypeSH
Market value$58.24M
5.63%
Sole
1.28M
Shared
0.00
None
0.00
B2GOLD CORP
SOLEShares11.57M
TypeSH
Market value$52.42M
5.07%
Sole
11.57M
Shared
0.00
None
0.00
ENDEAVOUR SILVER CORP
SOLEShares4.50M
TypeSH
Market value$41.93M
4.05%
Sole
4.50M
Shared
0.00
None
0.00
I-80 GOLD CORP
SOLEShares41.54M
TypeSH
Market value$41.54M
4.01%
Sole
41.54M
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares1.10M
TypeSH
Market value$29.18M
2.82%
Sole
1.10M
Shared
0.00
None
0.00
TIDEWATER INC NEW
SOLEShares285.90K
TypeSH
Market value$23.89M
2.31%
Sole
285.90K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares201.66K
TypeSH
Market value$21.12M
2.04%
Sole
201.66K
Shared
0.00
None
0.00
CADELER A S
SOLEShares624.40K
TypeSH
Market value$14.69M
1.42%
Sole
624.40K
Shared
0.00
None
0.00
ELEMENTAL RTY CORP
SOLEShares674.41K
TypeSH
Market value$12.71M
1.23%
Sole
674.41K
Shared
0.00
None
0.00
NEXMETALS MINING CORP.
SOLEShares3.51M
TypeSH
Market value$8.61M
0.83%
Sole
3.51M
Shared
0.00
None
0.00
TSAKOS ENERGY NAVIGATION LTD
SOLEShares190.98K
TypeSH
Market value$7.54M
0.73%
Sole
190.98K
Shared
0.00
None
0.00
MCEWEN INC.
SOLEShares113K
TypeSH
Market value$2.31M
0.22%
Sole
113K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COEUR MNG INCSOLE | COM NEW | 9.94M | SH | $186.62M 18.04% | 9.94M | 0.00 | 0.00 |
I-80 GOLD CORPSOLE | COM | 82.10M | SH | $124.80M 12.06% | 82.10M | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 1.16M | SH | $113.59M 10.98% | 1.16M | 0.00 | 0.00 |
OSISKO DEVELOPMENT CORPSOLE | COM NEW | 25.05M | SH | $81.42M 7.87% | 25.05M | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 556.54K | SH | $79.13M 7.65% | 556.54K | 0.00 | 0.00 |
RAYONIER ADVANCED MATLS INCSOLE | COM | 6.36M | SH | $70.39M 6.80% | 6.36M | 0.00 | 0.00 |
SIBANYE STILLWATER LTDSOLE | SPONSORED ADR | 5.24M | SH | $64.61M 6.24% | 5.24M | 0.00 | 0.00 |
SEADRILL LTDSOLE | COM | 1.28M | SH | $58.24M 5.63% | 1.28M | 0.00 | 0.00 |
B2GOLD CORPSOLE | COM | 11.57M | SH | $52.42M 5.07% | 11.57M | 0.00 | 0.00 |
ENDEAVOUR SILVER CORPSOLE | COM | 4.50M | SH | $41.93M 4.05% | 4.50M | 0.00 | 0.00 |
I-80 GOLD CORPSOLE | *W EXP 11/16/202 | 41.54M | SH | $41.54M 4.01% | 41.54M | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 1.10M | SH | $29.18M 2.82% | 1.10M | 0.00 | 0.00 |
TIDEWATER INC NEWSOLE | COM | 285.90K | SH | $23.89M 2.31% | 285.90K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 201.66K | SH | $21.12M 2.04% | 201.66K | 0.00 | 0.00 |
CADELER A SSOLE | SPON ADR | 624.40K | SH | $14.69M 1.42% | 624.40K | 0.00 | 0.00 |
ELEMENTAL RTY CORPSOLE | COM NEW | 674.41K | SH | $12.71M 1.23% | 674.41K | 0.00 | 0.00 |
NEXMETALS MINING CORP.SOLE | COM NEW | 3.51M | SH | $8.61M 0.83% | 3.51M | 0.00 | 0.00 |
TSAKOS ENERGY NAVIGATION LTDSOLE | SHS | 190.98K | SH | $7.54M 0.73% | 190.98K | 0.00 | 0.00 |
MCEWEN INC.SOLE | COM NEW | 113K | SH | $2.31M 0.22% | 113K | 0.00 | 0.00 |