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Manager Profile

Condire Management, LP

Diversified · Basic Materials 100%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

—

Portfolio Value

$854.9M

Latest reported 13F value

Holdings

20

Distinct positions in last filing

Top Position

COEUR MNG INC

Latest disclosed holding

Top 4

192108504 IAUX VAL ODV CHRD

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Basic Materials
100%
Communication Services
0%
Consumer Cyclical
0%
Consumer Defensive
0%
Energy
0%
Financial Services
0%
Healthcare
0%
Industrials
0%
Real Estate
0%
Technology
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
COEUR MNG INC

Shares: 9.9M

162.3M

Position Value
2
i-80 Gold Corp

Shares: 82.1M

118.2M

Position Value
3
Valaris Ltd

Shares: 1.1M

77.5M

Position Value
4
Osisko Development Corp

Shares: 25.1M

61.6M

Position Value
5
Chord Energy Corp

Shares: 496.6K

56.8M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID