CONDIRE MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ODV | 25.05M | $81.42M |
 | CDE | 9.94M | $186.62M |
 | RYAM | 6.36M | $70.39M |
 | SBSW | 5.24M | $64.61M |
 | EXK | 4.50M | $41.93M |
 | SDRL | 1.28M | $58.24M |
 | VAL | 1.16M | $113.59M |
 | CVE | 1.10M | $29.18M |
Elemental Royalty Corporation Common Stock | ELE | 674K | $12.71M |
 | CDLR | 624K | $14.69M |
 | CHRD | 557K | $79.13M |
 | TDW | 286K | $23.89M |
 | CNR | 202K | $21.12M |
 | TEN | 191K | $7.54M |
 | MUX | 113K | $2.31M |
Osisko Development Corp.
ODV
Shares Held
25.05M
Value
$81.42M
Coeur Mining, Inc.
CDE
Shares Held
9.94M
Value
$186.62M
Rayonier Advanced Materials Inc.
RYAM
Shares Held
6.36M
Value
$70.39M
Sibanye Stillwater Limited
SBSW
Shares Held
5.24M
Value
$64.61M
Endeavour Silver Corp.
EXK
Shares Held
4.50M
Value
$41.93M
Seadrill Limited
SDRL
Shares Held
1.28M
Value
$58.24M
Valaris Limited
VAL
Shares Held
1.16M
Value
$113.59M
Cenovus Energy Inc.
CVE
Shares Held
1.10M
Value
$29.18M
Elemental Royalty Corporation Common Stock
ELE
Shares Held
674K
Value
$12.71M
Cadeler A/S
CDLR
Shares Held
624K
Value
$14.69M
Chord Energy Corporation
CHRD
Shares Held
557K
Value
$79.13M
Tidewater Inc.
TDW
Shares Held
286K
Value
$23.89M
Core Natural Resources, Inc.
CNR
Shares Held
202K
Value
$21.12M
Tsakos Energy Navigation Limited
TEN
Shares Held
191K
Value
$7.54M
McEwen Mining Inc.
MUX
Shares Held
113K
Value
$2.31M