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Condire Management, LP

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13F filer, CIK 1847739, DALLAS, TX

Condire Management, LP reported $942,334,178 across 21 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 79.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001847739-26-000003

Period
2026-06-30
Reported value
$942M
Holdings
21
Top 10 weight
79.59%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OGCnew+3,492,154$87.4M
AAUCnew+1,387,845$33M
I-80 GOLD CORPadded+60,800$47.4K

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
CVEreduced-500,000-$12.4M
CHRDreduced-59,961-$6.85M
VALreduced-91,641-$6.65M
CDLRreduced-84,417-$1.85M
ELEreduced-32,900-$574K

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, Q2 2026

Share positions as resolved from 13F-HR 0001847739-26-000003, largest first. % of portfolio is the value over $942,334,178, 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,942,304 shares; 2026Q2: 9,942,304 shares 9,942,304$162M17.22%0Timeline
IAUXI-80 GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 82,103,559 shares 82,103,559$118M12.55%0Timeline
OGCOCEANAGOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,492,154 shares 3,492,154$87.4M9.28%newTimeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,067,010 shares 1,067,010$77.5M8.22%-91,641Timeline
ODVOSISKO DEVELOPMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,050,980 shares 25,050,980$61.6M6.54%0Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 496,575 shares 496,575$56.8M6.02%-59,961Timeline
RYAMRAYONIER ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,358,877 shares 6,358,877$50M5.3%0Timeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,279,968 shares 1,279,968$48.4M5.14%0Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,244,469 shares 5,244,469$44.5M4.73%0Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,571,607 shares 11,571,607$43.3M4.59%0Timeline
EXKENDEAVOUR SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,503,543 shares 4,503,543$37.3M3.96%0Timeline
AAUCALLIED GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,387,845 shares 1,387,845$33M3.5%newTimeline
I-80 GOLD CORPI-80 GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 41,602,399 shares 41,602,399$32.4M3.44%+60,800
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 285,900 shares 285,900$19M2.02%0Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 201,663 shares 201,663$16.1M1.71%0Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 600,000 shares 600,000$14.9M1.58%-500,000Timeline
CDLRCADELER A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 539,983 shares 539,983$11.8M1.26%-84,417Timeline
ELEELEMENTAL RTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686,246 shares; 2026Q1: 674,415 shares; 2026Q2: 641,515 shares 641,515$11.2M1.19%-32,900Timeline
NEXMNEXMETALS MINING CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,513,500 shares 3,513,500$8.27M0.88%0Timeline
TENTSAKOS ENERGY NAVIGATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 174,927 shares 174,927$6.19M0.66%-16,050Timeline
MUXMCEWEN INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 113,000 shares 113,000$2.05M0.22%0Timeline

How Q2 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 0001847739-26-000003 base2026-08-14acceptance time not in the bulk data set
13F-HR/A 0001847739-26-000004 addednew holdings2026-08-20acceptance time not in the bulk data set