Condire Management, LP
CIK 1847739
13F filing for Q2 2026・No. 2,677
- Holdings
- US$942.33M
- Quarter change
- −US$92.39M
- Entries
- 21
- Net bought (estimate)
- +US$91.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 0
- Cut 6
- Added 1
- Corporate actions 0
- Unchanged 12
Largest holdings
21 stocks worth US$942.33M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CDECOEUR MNG INCCOM NEW | Unchanged | 9,942,304 | US$162.26M | 17.22% |
| I-80 GOLD CORPCOM | Unchanged | 82,103,559 | US$118.23M | 12.55% |
| OCEANAGOLD CORPCOM NEW | New | 3,492,154 | US$87.45M | 9.28% |
| VALVALARIS LTDCL A | Cut | 1,067,010 | US$77.46M | 8.22% |
| OSISKO DEVELOPMENT CORPCOM NEW | Unchanged | 25,050,980 | US$61.63M | 6.54% |
| CHRDCHORD ENERGY CORPORATIONCOM NEW | Cut | 496,575 | US$56.76M | 6.02% |
| RAYONIER ADVANCED MATLS INCCOM | Unchanged | 6,358,877 | US$49.98M | 5.30% |
| SDRLSEADRILL LTDCOM | Unchanged | 1,279,968 | US$48.41M | 5.14% |
| SBSWSIBANYE STILLWATER LTDSPONSORED ADR | Unchanged | 5,244,469 | US$44.53M | 4.73% |
| BTGB2GOLD CORPCOM | Unchanged | 11,571,607 | US$43.28M | 4.59% |
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Filings
The quarter's original 13F filings (SEC).
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.