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Condire Management, LP

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13F filer, CIK 1847739, DALLAS, TX

Condire Management, LP reported $1,034,724,416 across 19 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 84.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001847739-26-000002

Period
2026-03-31
Reported value
$1.03B
Holdings
19
Top 10 weight
84.38%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CDEnew+9,942,304$187M
CHRDadded+51,000$7.25M
ODVadded+1,938,944$6.3M
IAUXadded+1,862,001$2.83M
BTGadded+306,307$1.39M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NGDexited-27,437,020-$239M
AEMexited-95,186-$16.1M
XMEexited-122,451-$12.7M
XOPexited-41,028-$5.18M
ELEreduced-11,831-$223K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001847739-26-000002, largest first. % of portfolio is the value over $1,034,724,416, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,942,304 shares 9,942,304$187M18.04%newTimeline
IAUXI-80 GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,000,000 shares; 2025Q3: 80,100,000 shares; 2025Q4: 80,241,558 shares; 2026Q1: 82,103,559 shares 82,103,559$125M12.06%+1,862,001Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952,960 shares; 2024Q4: 2,618,678 shares; 2025Q1: 2,864,986 shares; 2025Q2: 1,158,651 shares; 2025Q3: 1,158,651 shares; 2025Q4: 1,158,651 shares; 2026Q1: 1,158,651 shares 1,158,651$114M10.98%0Timeline
ODVOSISKO DEVELOPMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,658 shares; 2025Q1: 12,551,934 shares; 2025Q2: 12,551,934 shares; 2025Q3: 21,964,844 shares; 2025Q4: 23,112,036 shares; 2026Q1: 25,050,980 shares 25,050,980$81.4M7.87%+1,938,944Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547,721 shares; 2024Q4: 547,721 shares; 2025Q1: 531,291 shares; 2025Q2: 531,291 shares; 2025Q3: 531,291 shares; 2025Q4: 505,536 shares; 2026Q1: 556,536 shares 556,536$79.1M7.65%+51,000Timeline
RYAMRAYONIER ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,356,130 shares; 2024Q4: 6,356,130 shares; 2025Q1: 6,356,130 shares; 2025Q2: 6,356,130 shares; 2025Q3: 6,356,130 shares; 2025Q4: 6,358,877 shares; 2026Q1: 6,358,877 shares 6,358,877$70.4M6.8%0Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,790,555 shares; 2024Q4: 3,790,555 shares; 2025Q1: 3,790,555 shares; 2025Q2: 6,386,739 shares; 2025Q3: 4,964,929 shares; 2025Q4: 5,244,469 shares; 2026Q1: 5,244,469 shares 5,244,469$64.6M6.24%0Timeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,571,992 shares; 2024Q4: 3,039,615 shares; 2025Q1: 3,070,703 shares; 2025Q2: 1,279,968 shares; 2025Q3: 1,279,968 shares; 2025Q4: 1,279,968 shares; 2026Q1: 1,279,968 shares 1,279,968$58.2M5.63%0Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,265,300 shares; 2026Q1: 11,571,607 shares 11,571,607$52.4M5.07%+306,307Timeline
EXKENDEAVOUR SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000,000 shares; 2025Q3: 3,000,000 shares; 2025Q4: 4,503,543 shares; 2026Q1: 4,503,543 shares 4,503,543$41.9M4.05%0Timeline
I-80 GOLD CORPI-80 GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,846,499 shares; 2025Q4: 41,339,999 shares; 2026Q1: 41,541,599 shares 41,541,599$41.5M4.01%+201,600
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,209,786 shares; 2024Q4: 2,108,306 shares; 2025Q1: 2,108,306 shares; 2025Q2: 1,100,000 shares; 2025Q3: 1,100,000 shares; 2025Q4: 1,100,000 shares; 2026Q1: 1,100,000 shares 1,100,000$29.2M2.82%0Timeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,900 shares; 2024Q4: 285,900 shares; 2025Q1: 285,900 shares; 2025Q2: 285,900 shares; 2025Q3: 285,900 shares; 2025Q4: 285,900 shares; 2026Q1: 285,900 shares 285,900$23.9M2.31%0Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,663 shares; 2025Q2: 201,663 shares; 2025Q3: 201,663 shares; 2025Q4: 201,663 shares; 2026Q1: 201,663 shares 201,663$21.1M2.04%0Timeline
CDLRCADELER A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624,400 shares; 2024Q4: 624,400 shares; 2025Q1: 624,400 shares; 2025Q2: 624,400 shares; 2025Q3: 624,400 shares; 2025Q4: 624,400 shares; 2026Q1: 624,400 shares 624,400$14.7M1.42%0Timeline
ELEELEMENTAL RTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686,246 shares; 2026Q1: 674,415 shares 674,415$12.7M1.23%-11,831Timeline
NEXMNEXMETALS MINING CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,513,500 shares; 2026Q1: 3,513,500 shares 3,513,500$8.61M0.83%0Timeline
TENTSAKOS ENERGY NAVIGATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 190,977 shares; 2025Q2: 190,977 shares; 2025Q3: 190,977 shares; 2025Q4: 190,977 shares; 2026Q1: 190,977 shares 190,977$7.54M0.73%0Timeline
MUXMCEWEN INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,999 shares; 2024Q4: 112,998 shares; 2025Q1: 113,000 shares; 2025Q2: 113,000 shares; 2025Q3: 113,000 shares; 2025Q4: 113,000 shares; 2026Q1: 113,000 shares 113,000$2.31M0.22%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NGDNEW GOLD INC27,437,020$239Mshares
AEMAGNICO EAGLE MINES LTD95,186$16.1Mshares
XMESPDR SERIES TRUST122,451$12.7Mshares
XOPSPDR SERIES TRUST41,028$5.18Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001847739-26-000002 base2026-05-15acceptance time not in the bulk data set