Stock Taper 
CONDIRE MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Coeur Mining, Inc. | CDE | 9.94M | $162.26M |
 Rayonier Advanced Materials Inc. | RYAM | 6.36M | $49.98M |
 Sibanye Stillwater Limited | SBSW | 5.24M | $44.53M |
 Endeavour Silver Corp. | EXK | 4.5M | $37.29M |
 Allied Gold Corporation | AAUC | 1.39M | $33M |
 Seadrill Limited | SDRL | 1.28M | $48.41M |
 Valaris Limited | VAL | 1.07M | $77.46M |
 Cenovus Energy Inc. | CVE | 600K | $14.89M |
 Chord Energy Corporation | CHRD | 496.57K | $56.76M |
 Tidewater Inc. | TDW | 285.9K | $19.05M |
 Core Natural Resources, Inc. | CNR | 201.66K | $16.14M |
 McEwen Mining Inc. | MUX | 113K | $2.05M |