Condire Management, LP holds a focused book of 19 stocks worth $1.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Coeur Mining Inc and trimmed Elemental Royalty Corp. Their largest long position is Coeur Mining Inc at 18% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1847739/holdings"
Use Arkolith to show Condire Management, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Coeur MNG Inc COM NEW | $186.6M | 9.94M | 18.0% | ▲New New position | |
| 2 | I-80 Gold Corp COM | $124.8M | 82.10M | 12.1% | ▲+2.3% Added · +1.9M sh | |
| 3 | Valaris Ltd CL A | $113.6M | 1.16M | 11.0% | —Held | |
| 4 | Osisko Development Corp COM NEW | $81.4M | 25.05M | 7.9% | ▲+8.4% Added · +1.9M sh | |
| 5 | Chord Energy Corporation COM NEW | $79.1M | 556.5K | 7.6% | ▲+10% Added · +51K sh | |
| 6 | Rayonier Advanced Matls Inc COM | $70.4M | 6.36M | 6.8% | —Held | |
| 7 | Sibanye Stillwater Ltd SPONSORED ADR | $64.6M | 5.24M | 6.2% | —Held | |
| 8 | Seadrill Ltd COM | $58.2M | 1.28M | 5.6% | —Held | |
| 9 | B2gold Corp COM | $52.4M | 11.57M | 5.1% | ▲+2.7% Added · +306K sh | |
| 10 | Endeavour Silver Corp COM | $41.9M | 4.50M | 4.1% | —Held | |
| 11 | I-80 Gold Corp *W EXP 11/16/202 | $41.5M | 41.54M | 4.0% | ▲+0.5% Added · +202K sh | |
| 12 | Cenovus Energy Inc COM | $29.2M | 1.10M | 2.8% | —Held | |
| 13 | Tidewater Inc New COM | $23.9M | 285.9K | 2.3% | —Held | |
| 14 | Core Natural Resources Inc COM SHS | $21.1M | 201.7K | 2.0% | —Held | |
| 15 | Cadeler A S SPON ADR | $14.7M | 624.4K | 1.4% | —Held | |
| 16 | Elemental Rty Corp COM NEW | $12.7M | 674.4K | 1.2% | ▼−1.7% Reduced · −12K sh | |
| 17 | Nexmetals Mining Corp. COM NEW | $8.6M | 3.51M | 0.8% | —Held | |
| 18 | Tsakos Energy Navigation Ltd SHS | $7.5M | 191.0K | 0.7% | —Held | |
| 19 | McEwen Inc. COM NEW | $2.3M | 113.0K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.