Filed: 8/14/2026ACC: 0001847739-26-000003
📋 What this filing means
CONDIRE MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $854.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$854.89M
Total AUM (reported)
196.68M
Total Shares
Allocation by class
COM NEW$335.17M39.2%
COM$331.12M38.7%
CL A$77.46M9.1%
SPONSORED ADR$44.53M5.2%
*W EXP 11/16/202$32.45M3.8%
COM SHS$16.14M1.9%
SPON ADR$11.83M1.4%
Portfolio Concentration
Top 3$357.95M41.9%
4–10$341.87M40.0%
11–25$155.07M18.1%
Top 3 weight
41.9%
Top 10 weight
81.9%
Voting Authority Distribution
Total shares with voting rights: 196.68M
Sole
Full voting authority
196.68M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
COEUR MNG INC
SOLEShares9.94M
TypeSH
Market value$162.26M
18.98%
Sole
9.94M
Shared
0.00
None
0.00
I-80 GOLD CORP
SOLEShares82.10M
TypeSH
Market value$118.23M
13.83%
Sole
82.10M
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares1.07M
TypeSH
Market value$77.46M
9.06%
Sole
1.07M
Shared
0.00
None
0.00
OSISKO DEVELOPMENT CORP
SOLEShares25.05M
TypeSH
Market value$61.63M
7.21%
Sole
25.05M
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares496.57K
TypeSH
Market value$56.76M
6.64%
Sole
496.57K
Shared
0.00
None
0.00
RAYONIER ADVANCED MATLS INC
SOLEShares6.36M
TypeSH
Market value$49.98M
5.85%
Sole
6.36M
Shared
0.00
None
0.00
SEADRILL LTD
SOLEShares1.28M
TypeSH
Market value$48.41M
5.66%
Sole
1.28M
Shared
0.00
None
0.00
SIBANYE STILLWATER LTD
SOLEShares5.24M
TypeSH
Market value$44.53M
5.21%
Sole
5.24M
Shared
0.00
None
0.00
B2GOLD CORP
SOLEShares11.57M
TypeSH
Market value$43.28M
5.06%
Sole
11.57M
Shared
0.00
None
0.00
ENDEAVOUR SILVER CORP
SOLEShares4.50M
TypeSH
Market value$37.29M
4.36%
Sole
4.50M
Shared
0.00
None
0.00
ALLIED GOLD CORP
SOLEShares1.39M
TypeSH
Market value$33.00M
3.86%
Sole
1.39M
Shared
0.00
None
0.00
I-80 GOLD CORP
SOLEShares41.60M
TypeSH
Market value$32.45M
3.80%
Sole
41.60M
Shared
0.00
None
0.00
TIDEWATER INC NEW
SOLEShares285.90K
TypeSH
Market value$19.05M
2.23%
Sole
285.90K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares201.66K
TypeSH
Market value$16.14M
1.89%
Sole
201.66K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares600K
TypeSH
Market value$14.89M
1.74%
Sole
600K
Shared
0.00
None
0.00
CADELER A S
SOLEShares539.98K
TypeSH
Market value$11.83M
1.38%
Sole
539.98K
Shared
0.00
None
0.00
ELEMENTAL RTY CORP
SOLEShares641.51K
TypeSH
Market value$11.20M
1.31%
Sole
641.51K
Shared
0.00
None
0.00
NEXMETALS MINING CORP.
SOLEShares3.51M
TypeSH
Market value$8.27M
0.97%
Sole
3.51M
Shared
0.00
None
0.00
TSAKOS ENERGY NAVIGATION LTD
SOLEShares174.93K
TypeSH
Market value$6.19M
0.72%
Sole
174.93K
Shared
0.00
None
0.00
MCEWEN INC.
SOLEShares113K
TypeSH
Market value$2.05M
0.24%
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 | $162.26M 18.98% | 9.94M | 0.00 | 0.00 |
I-80 GOLD CORPSOLE | COM | 82.10M | SH | $118.23M 13.83% | 82.10M | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 1.07M | SH | $77.46M 9.06% | 1.07M | 0.00 | 0.00 |
OSISKO DEVELOPMENT CORPSOLE | COM NEW | 25.05M | SH | $61.63M 7.21% | 25.05M | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 496.57K | SH | $56.76M 6.64% | 496.57K | 0.00 | 0.00 |
RAYONIER ADVANCED MATLS INCSOLE | COM | 6.36M | SH | $49.98M 5.85% | 6.36M | 0.00 | 0.00 |
SEADRILL LTDSOLE | COM | 1.28M | SH | $48.41M 5.66% | 1.28M | 0.00 | 0.00 |
SIBANYE STILLWATER LTDSOLE | SPONSORED ADR | 5.24M | SH | $44.53M 5.21% | 5.24M | 0.00 | 0.00 |
B2GOLD CORPSOLE | COM | 11.57M | SH | $43.28M 5.06% | 11.57M | 0.00 | 0.00 |
ENDEAVOUR SILVER CORPSOLE | COM | 4.50M | SH | $37.29M 4.36% | 4.50M | 0.00 | 0.00 |
ALLIED GOLD CORPSOLE | COM NEW | 1.39M | SH | $33.00M 3.86% | 1.39M | 0.00 | 0.00 |
I-80 GOLD CORPSOLE | *W EXP 11/16/202 | 41.60M | SH | $32.45M 3.80% | 41.60M | 0.00 | 0.00 |
TIDEWATER INC NEWSOLE | COM | 285.90K | SH | $19.05M 2.23% | 285.90K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 201.66K | SH | $16.14M 1.89% | 201.66K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 600K | SH | $14.89M 1.74% | 600K | 0.00 | 0.00 |
CADELER A SSOLE | SPON ADR | 539.98K | SH | $11.83M 1.38% | 539.98K | 0.00 | 0.00 |
ELEMENTAL RTY CORPSOLE | COM NEW | 641.51K | SH | $11.20M 1.31% | 641.51K | 0.00 | 0.00 |
NEXMETALS MINING CORP.SOLE | COM NEW | 3.51M | SH | $8.27M 0.97% | 3.51M | 0.00 | 0.00 |
TSAKOS ENERGY NAVIGATION LTDSOLE | SHS | 174.93K | SH | $6.19M 0.72% | 174.93K | 0.00 | 0.00 |
MCEWEN INC.SOLE | COM NEW | 113K | SH | $2.05M 0.24% | 113K | 0.00 | 0.00 |