Condire Management
Condire Management reported 21 stocks worth $942M in its 13F filing for Q2 2026, filed Aug 20, 2026. Its largest holdings are CDE (17.2%), IAUX (12.6%) and OGC (9.3%). Compared with Q1 2026, the fund opened new positions in OGC and AAUC, added to IAUX.WS and trimmed VAL, CHRD and CVE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CDE Coeur Mng Inc | $162M | 17.2% | 9.9M | No change | 3 of 8 | |
| 2 |  IAUX I-80 Gold Corp | $118M | 12.6% | 82.1M | No change | 5 of 8 | |
| 3 |  OGC Oceanagold Corp | $87.4M | 9.3% | 3.5M | New position | 1 of 8 | |
| 4 |  VAL Valaris Ltd | $77.5M | 8.2% | 1.1M | −92K (−8%) | 8 of 8 | |
| 5 | OSISKO DEVELOPMENT CORP | $61.6M | 6.5% | 25.1M | No change | 7 of 8 | |
| 6 |  CHRD Chord Energy Corporation | $56.8M | 6.0% | 497K | −60K (−11%) | 8 of 8 | |
| 7 |  RYAM Rayonier Advanced Matls Inc | $50M | 5.3% | 6.4M | No change | 8 of 8 | |
| 8 |  SDRL Seadrill Ltd | $48.4M | 5.1% | 1.3M | No change | 8 of 8 | |
| 9 |  SBSW Sibanye Stillwater Ltd | $44.5M | 4.7% | 5.2M | No change | 8 of 8 | |
| 10 |  BTG B2GOLD Corp | $43.3M | 4.6% | 11.6M | No change | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 20, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Condire Management 13F FAQ
What does Condire Management own?
Condire Management reported 21 stocks worth $942M in its 13F filing for Q2 2026, filed Aug 20, 2026. Its largest holdings are CDE (17.2%), IAUX (12.6%) and OGC (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Condire Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 1 added to, 6 trimmed and 0 sold out. New positions include OGC and AAUC.
When will Condire Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Condire Management's portfolio worth?
The Q2 2026 filing reports $942M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.