13F Insight
DOSSIER · 13F-HR · Q1 2026

Condire Management, LP

Condire's holding co. based in San Francisco, CA — $1.0B in tracked AUM across 19 positions as of Q1 2026.

C
Condire·San Francisco, CA·Holding Co.
CIK 0001847739 · last filed Mar 31, 2026
Total AUM
$1.0B
▲ 9.2%
vs prior
Holdings
19
—
positions
Whale Score
79
79
strong
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Condire Management, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CDE
COEUR MNG INC
$187M9.9M18.0%
02
IAUX
I-80 GOLD CORP
$125M82.1M12.1%
03
G9460G101
VALARIS LTD
$114M1.2M11.0%
04
ODV
OSISKO DEVELOPMENT CORP
$81M25.1M7.9%
05
CHRD
CHORD ENERGY CORPORATION
$79M557K7.6%
06
RYAM
RAYONIER ADVANCED MATLS INC
$70M6.4M6.8%
07
SBSW
SIBANYE STILLWATER LTD
$65M5.2M6.2%
08
G7997W102
SEADRILL LTD
$58M1.3M5.6%
09
BTG
B2GOLD CORP
$52M11.6M5.1%
10
EXK
ENDEAVOUR SILVER CORP
$42M4.5M4.1%

Filing history

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