Condire Management, LP
Net buyer this quarter
$942M
19
+$91.8M
80.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CDE | $162M | 17.22% | 0.97% | Not reported | Q1 2021 |
 IAUX | $151M | 15.99% | 14.29% | +0.1% | Q2 2025 |
 OGC | $87.4M | 9.28% | Not reported | New | Q2 2026 |
 VAL | $77.5M | 8.22% | 1.54% | -7.9% | Q3 2021 |
 CHRD | $56.8M | 6.02% | 0.90% | -10.8% | Q2 2021 |
 RYAM | $50M | 5.30% | 9.40% | Not reported | Q2 2021 |
 SDRL | $48.4M | 5.14% | 2.05% | Not reported | Q4 2022 |
 SBSW | $44.5M | 4.73% | 0.19% | Not reported | Q1 2021 |
 BTG | $43.3M | 4.59% | 0.86% | Not reported | Q4 2025 |
 EXK | $37.3M | 3.96% | 1.72% | Not reported | Q2 2025 |
 AAUC | $33M | 3.50% | 1.11% | New | Q2 2026 |
 TDW | $19M | 2.02% | 0.57% | Not reported | Q1 2021 |
 CNR | $16.1M | 1.71% | 0.40% | Not reported | Q1 2025 |
 CVE | $14.9M | 1.58% | 0.03% | -45.5% | Q1 2024 |
 CDLR | $11.8M | 1.26% | 0.15% | -13.5% | Q4 2023 |
 ELE | $11.2M | 1.19% | Not reported | -4.9% | Q4 2025 |
 NEXM | $8.27M | 0.88% | 9.86% | Not reported | Q4 2025 |
 TEN | $6.19M | 0.66% | 0.58% | -8.4% | Q1 2025 |
 MUX | $2.05M | 0.22% | 0.19% | Not reported | Q1 2021 |
| Q1 2026 | |||||
| CDE | $187M | 18.04% | 0.96% | Not reported | Q1 2021 |
| IAUX | $166M | 16.08% | 14.49% | +1.7% | Q2 2025 |
| VAL | $114M | 10.98% | 1.67% | Not reported | Q3 2021 |
| CHRD | $79.1M | 7.65% | 0.99% | +10.1% | Q2 2021 |
| RYAM | $70.4M | 6.80% | 9.43% | Not reported | Q2 2021 |
| SBSW | $64.6M | 6.24% | 0.19% | Not reported | Q1 2021 |
| SDRL | $58.2M | 5.63% | 2.05% | Not reported | Q4 2022 |
| BTG | $52.4M | 5.07% | 0.86% | +2.7% | Q4 2025 |
| EXK | $41.9M | 4.05% | 1.72% | Not reported | Q2 2025 |
| CVE | $29.2M | 2.82% | 0.06% | Not reported | Q1 2024 |
| TDW | $23.9M | 2.31% | 0.57% | Not reported | Q1 2021 |
| CNR | $21.1M | 2.04% | 0.40% | Not reported | Q1 2025 |
| CDLR | $14.7M | 1.42% | 0.18% | Not reported | Q4 2023 |
| ELE | $12.7M | 1.23% | Not reported | -1.7% | Q4 2025 |
| NEXM | $8.61M | 0.83% | 9.86% | Not reported | Q4 2025 |
| TEN | $7.54M | 0.73% | 0.63% | Not reported | Q1 2025 |
| MUX | $2.31M | 0.22% | 0.19% | Not reported | Q1 2021 |
| Q4 2025 | |||||
| IAUX | $155M | 16.20% | 14.70% | +0.5% | Q2 2025 |
| SBSW | $74.7M | 7.80% | 0.19% | +5.6% | Q1 2021 |
| VAL | $58.4M | 6.10% | 1.67% | Not reported | Q3 2021 |
| BTG | $50.8M | 5.30% | 0.84% | New | Q4 2025 |
| CHRD | $46.9M | 4.89% | 0.89% | -4.9% | Q2 2021 |
| SDRL | $44.3M | 4.62% | 2.05% | Not reported | Q4 2022 |
| EXK | $42.3M | 4.42% | 1.72% | +50.1% | Q2 2025 |
| RYAM | $37.5M | 3.91% | 9.49% | 0.0% | Q2 2021 |
| CVE | $18.6M | 1.94% | 0.06% | Not reported | Q1 2024 |
| CNR | $17.8M | 1.86% | 0.40% | Not reported | Q1 2025 |
 AEM | $16.1M | 1.68% | 0.02% | Not reported | Q2 2022 |
| TDW | $14.4M | 1.51% | 0.58% | Not reported | Q1 2021 |
| NEXM | $13.7M | 1.43% | 9.90% | New | Q4 2025 |
| ELE | $11.6M | 1.22% | Not reported | New | Q4 2025 |
| CDLR | $11.6M | 1.21% | 0.18% | Not reported | Q4 2023 |
| TEN | $4.28M | 0.45% | 0.63% | Not reported | Q1 2025 |
| MUX | $2.09M | 0.22% | 0.20% | Not reported | Q1 2021 |
| Q3 2025 | |||||
| IAUX | $94.9M | 11.36% | 14.81% | +51.2% | Q2 2025 |
 SSRM | $81.9M | 9.80% | 1.65% | +63.3% | Q1 2021 |
| VAL | $56.5M | 6.76% | 1.66% | Not reported | Q3 2021 |
| SBSW | $55.8M | 6.68% | 0.18% | -22.3% | Q1 2021 |
| CHRD | $52.8M | 6.32% | 0.93% | Not reported | Q2 2021 |
| RYAM | $45.9M | 5.49% | 9.49% | Not reported | Q2 2021 |
| SDRL | $38.7M | 4.63% | 2.06% | Not reported | Q4 2022 |
| EXK | $23.5M | 2.82% | 1.14% | +200.0% | Q2 2025 |
| CVE | $18.7M | 2.24% | 0.06% | Not reported | Q1 2024 |
| CNR | $16.8M | 2.02% | 0.39% | Not reported | Q1 2025 |
| AEM | $16M | 1.92% | 0.02% | Not reported | Q2 2022 |
| TDW | $15.2M | 1.83% | 0.58% | Not reported | Q1 2021 |
| CDLR | $12.9M | 1.54% | 0.18% | Not reported | Q4 2023 |
 INSW | $8.97M | 1.07% | 0.39% | Not reported | Q1 2025 |
| TEN | $4.24M | 0.51% | 0.63% | Not reported | Q1 2025 |
| MUX | $1.93M | 0.23% | 0.21% | Not reported | Q1 2021 |