Condire Management, LP holds a focused book of 21 stocks worth $942.3M as of Q2 2026 (disclosed Aug 20, 2026, a ~51-day 13F lag). This quarter they opened Oceanagold Corp and trimmed Valaris Ltd. Their largest long position is Coeur Mining Inc at 17% of the equity book.
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.
87% 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
Other tracked managers holding the same core names as Condire Management, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 19 / 21 | $1.1B |
| UBS Group AG | 19 / 21 | $913.9M |
| ROYAL BANK OF CANADA | 18 / 21 | $1.1B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 / 21 | $253.9M |
| BNP PARIBAS FINANCIAL MARKETS | 18 / 21 | $220.1M |
| OSAIC HOLDINGS, INC. | 18 / 21 | $13.9M |
| GOLDMAN SACHS GROUP INC | 17 / 21 | $1.2B |
| BANK OF AMERICA CORP /DE/ | 17 / 21 | $1.0B |
Ranked by how many of Condire Management, LP's top 21 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 | $162.3M | 9.94M | 17.2% | —Held | |
| 2 | I-80 Gold Corp COM | $118.2M | 82.10M | 12.5% | —Held | |
| 3 | Oceanagold Corp COM NEW | $87.4M | 3.49M | 9.3% | ▲New New position | |
| 4 | Valaris Ltd CL A | $77.5M | 1.07M | 8.2% | ▼−7.9% Reduced · −92K sh | |
| 5 | Osisko Development Corp COM NEW | $61.6M | 25.05M | 6.5% | —Held | |
| 6 | Chord Energy Corporation COM NEW | $56.8M | 496.6K | 6.0% | ▼−11% Reduced · −60K sh | |
| 7 | Rayonier Advanced Matls Inc COM | $50.0M | 6.36M | 5.3% | —Held | |
| 8 | Seadrill Ltd COM | $48.4M | 1.28M | 5.1% | —Held | |
| 9 | Sibanye Stillwater Ltd SPONSORED ADR | $44.5M | 5.24M | 4.7% | —Held | |
| 10 | B2gold Corp COM | $43.3M | 11.57M | 4.6% | —Held | |
| 11 | Endeavour Silver Corp COM | $37.3M | 4.50M | 4.0% | —Held | |
| 12 | Allied Gold Corp COM NEW | $33.0M | 1.39M | 3.5% | ▲New New position | |
| 13 | I-80 Gold Corp *W EXP 11/16/202 | $32.4M | 41.60M | 3.4% | ▲+0.1% Added · +61K sh | |
| 14 | Tidewater Inc New COM | $19.0M | 285.9K | 2.0% | —Held | |
| 15 | Core Natural Resources Inc COM SHS | $16.1M | 201.7K | 1.7% | —Held | |
| 16 | Cenovus Energy Inc COM | $14.9M | 600.0K | 1.6% | ▼−45% Reduced · −500K sh | |
| 17 | Cadeler A S SPON ADR | $11.8M | 540.0K | 1.3% | ▼−14% Reduced · −84K sh | |
| 18 | Elemental Rty Corp COM NEW | $11.2M | 641.5K | 1.2% | ▼−4.9% Reduced · −33K sh | |
| 19 | Nexmetals Mining Corp. COM NEW | $8.3M | 3.51M | 0.9% | —Held | |
| 20 | Tsakos Energy Navigation Ltd SHS | $6.2M | 174.9K | 0.7% | ▼−8.4% Reduced · −16K sh | |
| 21 | McEwen Inc. COM NEW | $2.0M | 113.0K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 20, 2026 | 21 | $942.3M | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 19 | $1.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 22 | $958.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 20 | $835.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 27 | $694.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.