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Latest Condire Management, LP Stock Portfolio

$942Million | No. of Holdings #21

About Condire Management, LP and 13F Hedge Fund Stock Holdings

On 2026-08-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Condire Management, LP reported an equity portfolio of $942.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Condire Management, LP are . The fund has invested 9.3% of it's portfolio in OCEANAGOLD CORP and NA% of portfolio in NA. <br><br> Condire Management, LP opened new stock positions in OCEANAGOLD CORP.
Condire Management, LP Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$942Million
  as of Aug 14, 2026

Condire Management, LP Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
oceanagold corp87,448,500
allied gold corp33,003,000
New stocks bought by Condire Management, LP

Additions

Ticker% Inc.
i-80 gold corp0.15
Additions to existing portfolio by Condire Management, LP

Reductions

Ticker% Reduced
cenovus energy inc-45.45
cadeler a s-13.52
chord energy corporation-10.77
tsakos energy navigation ltd-8.4
valaris ltd-7.91
elemental rty corp-4.88
Condire Management, LP reduced stake in above stock

Sold off

None of the stocks were completely sold off by Condire Management, LP

Sector Distribution

  • Others
  • Basic Materials
  • Energy
Sector%
Others61
Basic Materials22.7
Energy16.3

Market Cap. Distribution

  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED61
LARGE-CAP17.2
MID-CAP16.3
SMALL-CAP5.5

Stocks belong to which Index?

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200054.8
Others45.2
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
SBSW
sibanye stillwater ltd
-31.1 %
RYAM
rayonier advanced matls inc
-29.0 %
VAL
valaris ltd
-24.9 %
ODV
osisko development corp
-24.3 %
core natural resources inc
-23.6 %
Top 5 Losers ($)$
VAL
valaris ltd
-28.3 M
CDE
coeur mng inc
-24.4 M
RYAM
rayonier advanced matls inc
-20.4 M
SBSW
sibanye stillwater ltd
-20.1 M
ODV
osisko development corp
-19.8 M

Condire Management, LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Condire Management, LP

$942.33MTotal Value
21.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Condire Management, LP, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BTG
B2gold Corp

B2gold Corp

BTG
Condire Management, LP's holding in B2gold Corp over time
4.59%11,571,600
$43.28M
4.59%
unchanged 0 percentunchanged
CVE
Cenovus Energy Inc

Cenovus Energy Inc

CVE
Condire Management, LP's holding in Cenovus Energy Inc over time
1.58%600,000
$14.89M
1.58%
decreased 45.45 percentreduced
EXK
Endeavour Silver Corp

Endeavour Silver Corp

EXK
Condire Management, LP's holding in Endeavour Silver Corp over time
3.96%4,503,540
$37.29M
3.96%
unchanged 0 percentunchanged
IAUX
I-80 Gold Corp

I-80 Gold Corp

IAUX
Condire Management, LP's holding in I-80 Gold Corp over time
12.55%82,103,600
$118.23M
12.55%
unchanged 0 percentunchanged
IAUX
I-80 Gold Corp

I-80 Gold Corp

IAUX
Condire Management, LP's holding in I-80 Gold Corp over time
3.44%41,602,400
$32.45M
3.44%
increased 0.15 percentadded
ODV
Osisko Development Corp

Osisko Development Corp

ODV
Condire Management, LP's holding in Osisko Development Corp over time
6.54%25,051,000
$61.63M
6.54%
unchanged 0 percentunchanged
SBSW
Sibanye Stillwater Ltd

Sibanye Stillwater Ltd

SBSW
Condire Management, LP's holding in Sibanye Stillwater Ltd over time
4.72%5,244,470
$44.53M
4.72%
unchanged 0 percentunchanged
TNP
Tsakos Energy Navigation Ltd

Tsakos Energy Navigation Ltd

TNP
Condire Management, LP's holding in Tsakos Energy Navigation Ltd over time
0.66%174,927
$6.19M
0.66%
decreased 8.4 percentreduced
Com New
Oceanagold Corp

Oceanagold Corp

Condire Management, LP's holding in Oceanagold Corp over time
9.28%3,492,150
$87.45M
9.28%
new position
Com
Seadrill Ltd

Seadrill Ltd

Condire Management, LP's holding in Seadrill Ltd over time
5.14%1,279,970
$48.41M
5.14%
unchanged 0 percentunchanged
Com New
Allied Gold Corp

Allied Gold Corp

Condire Management, LP's holding in Allied Gold Corp over time
3.5%1,387,840
$33.00M
3.5%
new position
Com Shs
Core Natural Resources Inc

Core Natural Resources Inc

Condire Management, LP's holding in Core Natural Resources Inc over time
1.71%201,663
$16.14M
1.71%
unchanged 0 percentunchanged
Spon Adr
Cadeler A S

Cadeler A S

Condire Management, LP's holding in Cadeler A S over time
1.26%539,983
$11.83M
1.26%
decreased 13.52 percentreduced
Com New
Elemental Rty Corp

Elemental Rty Corp

Condire Management, LP's holding in Elemental Rty Corp over time
1.19%641,515
$11.20M
1.19%
decreased 4.88 percentreduced