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The Analysis of Condire Management, LP's Holdings & P&L

Currently, Condire Management, LP holds 19 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in N/A (+9.9M shares, valued at $186.6M), CHRD (+51.0K shares, valued at $7.3M), ODV (+1.9M shares, valued at $6.3M); decreased their positions in N/A (-11.8K shares, valued at $222.9K); initiated new positions in N/A (+9.9M shares, valued at $186.6M).

1M P&L

-15.0M-1.90%

3M P&L

-59.2M-7.13%

HY P&L

+189.0M+32.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Gold503.7M

54.5%

2Other Precious Metals & Mining76.8M

8.3%

3Oil & Gas Equipment & Services72.8M

7.9%

Top Industries by Stock Count

1Gold5 stocks

26.3%

2N/A3 stocks

15.8%

3Other Precious Metals & Mining2 stocks

10.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

COEUR MNG INC COEUR MNG INC9.9M sharesnew addition2026-03-312026-05-15

IAUX I-80 GOLD CORP82.1M shares2.32%2026-03-312026-05-15

VAL VALARIS LTD1.2M shares0.00%2026-03-312026-05-15

ODV OSISKO DEVELOPMENT CORP25.1M shares8.39%2026-03-312026-05-15

CHRD CHORD ENERGY CORPORATION556.5K shares10.09%2026-03-312026-05-15

RYAM RAYONIER ADVANCED MATLS INC6.4M shares0.00%2026-03-312026-05-15

SBSW SIBANYE STILLWATER LTD5.2M shares0.00%2026-03-312026-05-15

SDRL SEADRILL LTD1.3M shares0.00%2026-03-312026-05-15

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BTG B2GOLD CORP11.6M shares2.72%2026-03-312026-05-15

EXK ENDEAVOUR SILVER CORP4.5M shares0.00%2026-03-312026-05-15

IAUX.WS I-80 GOLD CORP41.5M shares0.49%2026-03-312026-05-15

CVE CENOVUS ENERGY INC1.1M shares0.00%2026-03-312026-05-15

TDW TIDEWATER INC NEW285.9K shares0.00%2026-03-312026-05-15

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC201.7K shares0.00%2026-03-312026-05-15

CDLR CADELER A S624.4K shares0.00%2026-03-312026-05-15

ELEMENTAL RTY CORP ELEMENTAL RTY CORP674.4K shares-1.72%2026-03-312026-05-15

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NEXM NEXMETALS MINING CORP.3.5M shares0.00%2026-03-312026-05-15

TSAKOS ENERGY NAVIGATION LTD TSAKOS ENERGY NAVIGATION LTD191.0K shares0.00%2026-03-312026-05-15

MUX MCEWEN INC.113.0K shares0.00%2026-03-312026-05-15

COEUR MNG INC

New

Shares9.9M

Event2026-03-31

Filed2026-05-15

IAUX

I-80 GOLD CORP

2.32%

Shares82.1M

Event2026-03-31

Filed2026-05-15

VAL

VALARIS LTD

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-15

ODV

OSISKO DEVELOPMENT CORP

8.39%

Shares25.1M

Event2026-03-31

Filed2026-05-15

CHRD

CHORD ENERGY CORPORATION

10.09%

Shares556.5K

Event2026-03-31

Filed2026-05-15

RYAM

RAYONIER ADVANCED MATLS INC

0.00%

Shares6.4M

Event2026-03-31

Filed2026-05-15

SBSW

SIBANYE STILLWATER LTD

0.00%

Shares5.2M

Event2026-03-31

Filed2026-05-15

SDRL

SEADRILL LTD

0.00%

Shares1.3M

Event2026-03-31

Filed2026-05-15

BTG

B2GOLD CORP

2.72%

Shares11.6M

Event2026-03-31

Filed2026-05-15

EXK

ENDEAVOUR SILVER CORP

0.00%

Shares4.5M

Event2026-03-31

Filed2026-05-15

IAUX.WS

I-80 GOLD CORP

0.49%

Shares41.5M

Event2026-03-31

Filed2026-05-15

CVE

CENOVUS ENERGY INC

0.00%

Shares1.1M

Event2026-03-31

Filed2026-05-15

TDW

TIDEWATER INC NEW

0.00%

Shares285.9K

Event2026-03-31

Filed2026-05-15

CORE NATURAL RESOURCES INC

0.00%

Shares201.7K

Event2026-03-31

Filed2026-05-15

CDLR

CADELER A S

0.00%

Shares624.4K

Event2026-03-31

Filed2026-05-15

ELEMENTAL RTY CORP

-1.72%

Shares674.4K

Event2026-03-31

Filed2026-05-15

NEXM

NEXMETALS MINING CORP.

0.00%

Shares3.5M

Event2026-03-31

Filed2026-05-15

TSAKOS ENERGY NAVIGATION LTD

0.00%

Shares191.0K

Event2026-03-31

Filed2026-05-15

MUX

MCEWEN INC.

0.00%

Shares113.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available