Condire Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CM Condire Management, LP | Institutional Filer | ▲ 8.01% | $1.03B | 19 |
Current Portfolio Holdings
Showing all 19 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CDE | Coeur Mining, Inc. | Basic Materials | 9.9M | $186.6M | 18.04% |
| 2 | IAUX | i-80 Gold Corp. | Basic Materials | 82.1M | $124.8M | 12.06% |
| 3 | VAL | Valaris Limited | Energy | 1.2M | $113.6M | 10.98% |
| 4 | ODV | Osisko Development Corp. | Basic Materials | 25.1M | $81.4M | 7.87% |
| 5 | CHRD | Chord Energy Corporation | Energy | 557K | $79.1M | 7.65% |
| 6 | RYAM | Rayonier Advanced Materials Inc. | Basic Materials | 6.4M | $70.4M | 6.80% |
| 7 | SBSW | Sibanye Stillwater Limited | Basic Materials | 5.2M | $64.6M | 6.24% |
| 8 | SDRL | Seadrill Limited | Energy | 1.3M | $58.2M | 5.63% |
| 9 | BTG | B2Gold Corp. | Basic Materials | 11.6M | $52.4M | 5.07% |
| 10 | EXK | Endeavour Silver Corp. | Basic Materials | 4.5M | $41.9M | 4.05% |
| 11 | IAUXWS | I-80 GOLD CORP | — | 41.5M | $41.5M | 4.01% |
| 12 | CVE | Cenovus Energy Inc. | Energy | 1.1M | $29.2M | 2.82% |
| 13 | TDW | Tidewater Inc. | Energy | 286K | $23.9M | 2.31% |
| 14 | CNR | Core Natural Resources, Inc. | Energy | 202K | $21.1M | 2.04% |
| 15 | CDLR | Cadeler A/S | Industrials | 624K | $14.7M | 1.42% |
Showing 1 to 15 of 19 holdings